Patriot Financial Group Insurance Agency, LLC
CIK 1694883
13F filing for Q2 2026・No. 2,628
- Holdings
- US$974M
- Quarter change
- −US$800.25M
- Entries
- 491
- Net bought (estimate)
- −US$928.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 229
- Cut 443
- Added 20
- Corporate actions 0
- Unchanged 1
Largest holdings
488 stocks worth US$973.75M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 88,697 | US$25.66M | 2.64% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 31,461 | US$23.56M | 2.42% |
| NVDANvidiaCOM | Cut | 116,374 | US$23.29M | 2.39% |
| MSFTMicrosoftCOM | Cut | 52,519 | US$19.61M | 2.01% |
| GOOGALPHABET INCCAP STK CL C | Cut | 54,042 | US$19.09M | 1.96% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 27,559 | US$18.93M | 1.94% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 241,924 | US$16.45M | 1.69% |
| AMZNAmazonCOM | Cut | 60,390 | US$14.4M | 1.48% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 26,864 | US$13.44M | 1.38% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 150,877 | US$13.26M | 1.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.