13F Insight
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DOSSIER · 13F-HR · Q2 2026

Patriot Financial Group Insurance Agency, LLC

$974M in tracked AUM across 491 positions as of Q2 2026.

PF
CIK 0001694883 · last filed Jun 30, 2026
Total AUM
$974M
as of Q2 2026
Holdings
491
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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Filing history

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