Patten Group, Inc.
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 643,311
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 325 | 643,311 | 13F-HR | Patten Group, Inc. |
| Q1 2026 | 4/24/2026 | 296 | 575,277 | 13F-HR | Patten Group, Inc. |
| Q4 2025 | 1/23/2026 | 293 | 540,697 | 13F-HR | Patten Group, Inc. |
| Q3 2025 | 11/10/2025 | 283 | 513,687 | 13F-HR | Patten Group, Inc. |
| Q2 2025 | 7/30/2025 | 253 | 473,401 | 13F-HR | Patten Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 441.8 K | 68.7% | 59.95 K | 0 | 59.95 K |
| ETFs | 197.8 K | 30.7% | 7.834 K | 0 | 7.834 K |
| Debt | 3.735 K | 0.6% | 241 | 0 | 241 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
643,311
Holdings
325
QoQ value change ($000)
68,034
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.