Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency reported 497 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (2.8%), AAPL (2.6%) and MSFT (2.6%). Compared with Q2 2026, the fund opened new positions in XOM, GARP and ICSH, added to IVV, MSFT and VOO, trimmed AAPL, NVDA and MU and sold out of LAMR, UITB and AVEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $29M | 2.8% | 38K | +6,448 (+20%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $27.3M | 2.6% | 82K | −6,705 (−8%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $27.3M | 2.6% | 53K | +641 (+1%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $25.1M | 2.4% | 110K | −6,497 (−6%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $22.8M | 2.2% | 33K | +4,949 (+18%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $19.1M | 1.8% | 56K | +2,113 (+4%) | 8 of 8 | |
| 7 |  DYNF Blackrock ETF Trust | $17.2M | 1.6% | 249K | +7,066 (+3%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $16.3M | 1.6% | 65K | +4,897 (+8%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $14.3M | 1.4% | 29K | +1,911 (+7%) | 8 of 8 | |
| 10 |  SPYM Spdr Series Trust | $13.8M | 1.3% | 154K | +3,412 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LAMR Lamar Advertising Co New | $1.6M | 10K |
 UITB Victoryshares Core | $1.4M | 30K |
 AVEM American Centy ETF TR | $1.1M | 11K |
DIMENSIONAL ETF TRUST | $799K | 18K |
 VRSN Verisign Inc | $604K | 2,400 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Patriot Financial Group Insurance Agency 13F FAQ
What does Patriot Financial Group Insurance Agency own?
Patriot Financial Group Insurance Agency reported 497 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (2.8%), AAPL (2.6%) and MSFT (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Patriot Financial Group Insurance Agency buy and sell in Q3 2026?
Compared with Q2 2026: 44 new positions, 253 added to, 165 trimmed and 35 sold out. New positions include XOM, GARP and ICSH. It sold all of LAMR, UITB and AVEM.
When will Patriot Financial Group Insurance Agency file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Patriot Financial Group Insurance Agency's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.