Position in XYL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,605,646
-$41,303 QoQ
Shares Held
13,583
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#461
of 1,083 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Pathway Financial Advisers, LLC holds $9,549,678 across 3 Specialty Industrial Machinery names. XYL ranks #3 (16.8% of the industry book) .
All Filings in XYL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,646 | 13,583 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,646,949 | 13,782 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,616,865 | 11,873 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,654,950 | 11,220 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $825,187 | 6,379 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $680,205 | 5,694 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $36,894 | 318 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,309 | 143 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,395 | 143 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $18,352 | 142 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $16,239 | 142 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $12,835 | 141 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $19,160 | 183 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $20,234 | 183 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||