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Nicholas Financial shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Nicholas Financial shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Nicholas Financial

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All positions including Nicholas Financial held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicholas Financial by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $381k 60k 6.35
2024-06-30 $394k 60k 6.57

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Nicholas Financial

Magnolia
TCW Group
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Group
Geode Capital Management
Almitas Capital
Pathstone Holdings
Empowered Funds
Bridgeway Capital Management
Proficio Capital Partners
Sandia Investment Management
Northern Trust
Alpha Cubed Investments
Belpointe Asset Management

View all funds holding Nicholas Financial