Patriot Financial Group Insurance Agency, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Patriot Financial Group Insurance Agency, LLC opened 12 positions, added to 10, reduced 197, sold out of 130 and left 0 unchanged. The largest increase in value was MU (+$10,153,434); the largest decrease was AAPL (-$18,287,565).
- AON: Country of operation Ireland; Class SHS CL A; Shares 2026-03-31 0; Shares 2026-06-30 5,053.
- TROW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 8,722.
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,756.
- GIS: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 21,969.
Two Form 13F-HR filings compared (SEC CIK 1694883): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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