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Patriot Financial Group Insurance Agency, LLC → ASH
Patriot Financial Group Insurance Agency, LLC ASH Position History
Ashland Inc.
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q1 2026 | $3M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 24.8K | — | — |
| Q2 2026 | $1.9M | 23.4K | — | — |
| Q1 2026 | $3M | 44.0K | — | — |
| Q4 2025 | $1.7M | 22.1K | — | — |
Other funds holding ASH
$457.5M
$438M
$403.4M
$386.2M
$365.3M
$359.3M
$319.9M
$316.7M