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Margaret J. Ernst

Pathfinder Wealth Consulting, Inc.

Assets Managed
$0
Holdings
1
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
-100%(2Q avg: -51.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pathfinder Wealth Consulting, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1 positions.

Assets under management

The assets under management (AUM) of Pathfinder Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 0 in assets, with a quarterly growth rate of -100% and a 2-quarter average growth rate of -51.29%. The portfolio is managed by Margaret J. Ernst, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-7⤦
Puerto Rico Com 5.625xxxpartial Call @100 Eff: 07 01 2026
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price

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