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Patriot Financial Group Insurance Agency, LLC → AAPL
Patriot Financial Group Insurance Agency, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$27.3M
Q3 2026
Peak value
$44M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.1M |
| Q1 2026 | $44M |
| Q2 2026 | $25.7M |
| Q3 2026 | $27.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.3M | 82.0K | — | — |
| Q2 2026 | $25.7M | 88.7K | — | — |
| Q1 2026 | $44M | 173.2K | — | — |
| Q4 2025 | $21.1M | 77.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B