Patriot Financial Group Insurance Agency, LLC
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 974,000
- 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 | 7/16/2026 | 491 | 974,000 | 13F-HR | Patriot Financial Group Insurance Agency, LLC |
| Q1 2026 | 4/22/2026 | 701 | 1,774,249 | 13F-HR | Patriot Financial Group Insurance Agency, LLC |
| Q4 2025 | 1/26/2026 | 508 | 840,622 | 13F-HR | Patriot Financial Group Insurance Agency, LLC |
| Q3 2025 | 10/8/2025 | 489 | 781,246 | 13F-HR | Patriot Financial Group Insurance Agency, LLC |
| Q2 2025 | 7/21/2025 | 536 | 871,360 | 13F-HR | Patriot Financial Group Insurance Agency, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
248
(0.0% of total reported value)
· QoQ Δ:
-1.636 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 519.5 K | 53.3% | 0 | 469.1 K | -469.1 K |
| ETFs | 453.3 K | 46.6% | 0 | 328.9 K | -328.9 K |
| Debt | 990 | 0.1% | 0 | 546 | -546 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
974,000
Holdings
491
QoQ value change ($000)
-800,249
(-45.1%)
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.