Pathstone Holdings LLC Trims Holdings in Capital One Financial Co ...

Nov 22, 2024 · Pathstone Holdings LLC cut its position in shares of Capital One Financial Co. (NYSE:COF - Free Report) by 19.2% in the 3rd quarter, according to the company in its most …

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Pathstone Holdings LLC Trims Holdings In Capital One Financial Co ...

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Nov 22, 2024 · Pathstone Holdings LLC cut its position in shares of Capital One Financial Co. (NYSE:COF - Free Report) by 19.2% in the 3rd quarter, according to the company in its most …

marketbeat.com

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Pathstone Holdings LLC Decreases Stake In Capital One Financial …

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Nov 22, 2024 · Pathstone Holdings LLC trimmed its position in shares of Capital One Financial Co. (NYSE:COF – Free Report) by 19.2% during the third quarter, according to its most recent …

americanbankingnews.com

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PATHSTONE HOLDINGS, LLC Top 13F Holdings - WhaleWisdom.com

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Pathstone Holdings is a hedge fund with 1931 clients and discretionary assets under management (AUM) of $38,674,446,225 (Form ADV from 2024-04-17). Their last reported 13F …

whalewisdom.com

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Wedmont Private Capital Raises Stock Holdings In Citizens …

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12 hours ago · Pathstone Holdings LLC now owns 154,546 shares of the bank’s stock worth $6,347,000 after purchasing an additional 11,044 shares in the last quarter. 94.90% of the …

etfdailynews.com

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Pathstone Holdings, LLC - 13F

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Feb 14, 2024 · Pathstone Holdings, LLC reported 2,331 holdings with total value $22.6 B as of Q3 2024. Top holdings included SPY, IVV, MSFT, VOO, and AAPL. Pathstone Holdings, LLC 13F …

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Pathstone Holdings LLC Has $1.69 Million Holdings In Jackson …

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Nov 28, 2024 · Pathstone Holdings LLC trimmed its position in Jackson Financial Inc. (NYSE:JXN - Free Report) by 26.6% during the 3rd quarter, according to its most recent Form 13F filing …

marketbeat.com

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Pathstone Holdings LLC Increases Position In State Street Co.

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Nov 23, 2024 · Pathstone Holdings LLC grew its stake in State Street Co. (NYSE:STT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 74,575 …

americanbankingnews.com

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Pathstone Holdings LLC Trims Stock Holdings In Agilent …

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Nov 23, 2024 · Pathstone Holdings LLC lessened its stake in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 4.3% in the 3rd quarter, according to the company in its most …

americanbankingnews.com

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Pathstone Holdings LLC Lowers Stake In McKesson Co.

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Nov 21, 2024 · Pathstone Holdings LLC decreased its holdings in McKesson Co. (NYSE:MCK - Free Report) by 3.8% in the 3rd quarter, according to its most recent 13F filing with the …

marketbeat.com

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Pathstone Holdings LLC Has $12.51 Million Stake In The Travelers ...

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Nov 21, 2024 · Pathstone Holdings LLC decreased its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 15.8% in the 3rd quarter, according to the …

marketbeat.com

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Oak Thistle LLC Trims Holdings In ONEOK, Inc. (NYSE:OKE)

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12 hours ago · Finally, One Capital Management LLC increased its holdings in shares of ONEOK by 109.5% in the 2nd quarter. One Capital Management LLC now owns 9,507 shares of the …

marketbeat.com

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Radnor Capital Management LLC Trims Position In Mastercard

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12 hours ago · Radnor Capital Management LLC lowered its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 26.4% in the fourth quarter, according to the company in its most …

marketbeat.com

FAQs about Pathstone Holdings LLC Trims Holdings in Capital One Financial Co ... Coupon?

How much money does pathstone family office hold?

Their last reported 13F filing for Q3 2023 included $13,115,259,982 in managed 13F securities and a top 10 holdings concentration of 37.72%. Pathstone Family Office's largest holding is SPDR S&P 500 ETF TRUST with shares held of 2,390,409. ...

What is pathstone family office's largest holding?

Pathstone Family Office's largest holding is SPDR S&P 500 ETF TRUST with shares held of 2,390,409. Whalewisdom has at least 62 13F filings How do I update this listing? ...

Who owns pathstone & Federal Street Advisors?

This firm was founded in 2016 through the merger of Pathstone Family Office (founded in 2010) and Federal Street Advisors (founded in 1991). It is principally owned by Pathstone Holdings, LLC and is family- and employee-owned. The firm’s services include: ...

Where is pathstone family office based?

Pathstone Family Office is based out of Englewood. Pathstone Family Office is a hedge fund with 1559 clients and discretionary assets under management (AUM) of $16,475,907,548 (Form ADV from 2023-10-03). Their last reported 13F filing for Q3 2023 included $13,115,259,982 in managed 13F securities and a top 10 holdings concentration of 37.72%. ...

Is pathstone family a fee-only firm?

At the top of the list, Pathstone Family is a fee-only firm with billions in assets under management. There are currently more than 100 advisors at the firm with additional offices in Alaska, California, Washington, the District of Columbia, Florida, Georgia, Texas and Massachusetts. ...

What makes pathstone – the family office unique?

Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office. ...