Position in TIGR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$79,140
-$40,952 QoQ
Shares Held
12,562
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $139,280,785 across 23 Capital Markets names. TIGR ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
45,849 | $38,787,794 | |
| 2 | MS |
Morgan Stanley
|
176,081 | $28,977,649 | |
| 3 | SCHW |
Schwab Charles Corp
|
203,775 | $19,150,772 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
33,984 | $10,223,405 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
90,217 | $8,607,603 | |
| 6 | SNEX |
StoneX Group Inc.
|
41,345 | $5,001,711 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
70,884 | $4,912,260 | |
| 8 | SF |
Stifel Financial Corp
|
59,312 | $4,384,341 |
All Filings in TIGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,140 | 12,562 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $120,092 | 12,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $134,036 | 12,562 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $121,223 | 12,562 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,907 | 12,562 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,150 | 12,562 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $67,081 | 12,562 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $52,760 | 12,562 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $43,213 | 12,562 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $55,524 | 12,562 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||