Skip to Main Content
American Flag
JULY 4TH SALE

50% off your first year of Quiver Premium

...

Use Promo Code:

US250
American Flag

Patriot Financial Group Insurance Agency, LLC - Portfolio Stock Holdings

Patriot Financial Group Insurance Agency, LLC disclosed 716 stock positions in a recent SEC 13F filing. $1,728,666,596 of stock holdings were filed, with the largest holdings including AAPL, IVV, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.

Report Period:

March 31, 2026

No. of Stocks:

716

Est. Stock Holding Value:

$1,728,666,596

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Patriot Financial Group Insurance Agency, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...

Portfolio Options Holdings - Patriot Financial Group Insurance Agency, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

Loading Fund Options Data...


Note: Options holding values may be affected by fund filing errors.