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Pattern Group shares owned by UMA Financial Services

Quarter-by-quarter ownership of Pattern Group shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Pattern Group

Tip: Access up to 7 years of quarterly data

All positions including Pattern Group held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pattern Group by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $493 36 13.72

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Pattern Group

Allspring Global Investments Holdings
Capital World Investors
Loomis, Sayles and
Vanguard Group
Woodline Partners
Alyeska Investment Group
Westfield Capital Management Company
Schonfeld Strategic Advisors
Ameriprise Financial
Lord, Abbett & Co
Altimeter Capital Management
Citadel Advisors
Driehaus Capital Management
UBS Group
Dragoneer Investment

View all funds holding Pattern Group