Back to CWST
Patriot Financial Group Insurance Agency, LLC → CWST
Patriot Financial Group Insurance Agency, LLC CWST Position History
Casella Waste Systems, Inc. • Industrials
Quarters held
4
Latest value
$219K
Q3 2026
Peak value
$456K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $281K |
| Q1 2026 | $456K |
| Q2 2026 | $265K |
| Q3 2026 | $219K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 2.7K | — | — |
| Q2 2026 | $265K | 2.7K | — | — |
| Q1 2026 | $456K | 5.7K | — | — |
| Q4 2025 | $281K | 2.9K | — | — |
Other funds holding CWST
$368.8M
$351.9M
$342.5M
$245.6M
$244.4M
$244.4M
$204.9M
$201.2M