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Patriot Financial Group Insurance Agency, LLC → STT-PG
Patriot Financial Group Insurance Agency, LLC STT-PG Position History
State Street Corporation
Quarters held
66
Latest value
$1.7M
Q3 2026
Peak value
$17.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $4.4M |
| Q4 2025 | $437K |
| Q4 2025 | $2.5M |
| Q4 2025 | $7.1M |
| Q4 2025 | $718K |
| Q4 2025 | $2.2M |
| Q4 2025 | $7.9M |
| Q4 2025 | $910K |
| Q4 2025 | $202K |
| Q4 2025 | $225K |
| Q4 2025 | $292K |
| Q4 2025 | $448K |
| Q4 2025 | $217K |
| Q4 2025 | $1.3M |
| Q1 2026 | $3.2M |
| Q1 2026 | $8.6M |
| Q1 2026 | $897K |
| Q1 2026 | $5.2M |
| Q1 2026 | $13.2M |
| Q1 2026 | $1.6M |
| Q1 2026 | $385K |
| Q1 2026 | $4.2M |
| Q1 2026 | $17.5M |
| Q1 2026 | $2.1M |
| Q1 2026 | $387K |
| Q1 2026 | $248K |
| Q1 2026 | $416K |
| Q1 2026 | $233K |
| Q1 2026 | $539K |
| Q1 2026 | $1.1M |
| Q1 2026 | $395K |
| Q1 2026 | $2.1M |
| Q1 2026 | $241K |
| Q2 2026 | $1.7M |
| Q2 2026 | $4.8M |
| Q2 2026 | $552K |
| Q2 2026 | $2.7M |
| Q2 2026 | $7.9M |
| Q2 2026 | $988K |
| Q2 2026 | $201K |
| Q2 2026 | $2.4M |
| Q2 2026 | $13.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $227K |
| Q2 2026 | $239K |
| Q2 2026 | $231K |
| Q2 2026 | $289K |
| Q2 2026 | $469K |
| Q2 2026 | $220K |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.8M |
| Q3 2026 | $4.9M |
| Q3 2026 | $496K |
| Q3 2026 | $2.8M |
| Q3 2026 | $8M |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.5M |
| Q3 2026 | $13.8M |
| Q3 2026 | $1.2M |
| Q3 2026 | $264K |
| Q3 2026 | $224K |
| Q3 2026 | $269K |
| Q3 2026 | $543K |
| Q3 2026 | $346K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 8.6K | — | — |
| Q3 2026 | $346K | 6.5K | — | — |
| Q3 2026 | $543K | 8.8K | — | — |
| Q3 2026 | $269K | 2.5K | — | — |
| Q3 2026 | $224K | 3.4K | — | — |
| Q3 2026 | $264K | 11.7K | — | — |
| Q3 2026 | $1.2M | 7.9K | — | — |
| Q3 2026 | $13.8M | 154.3K | — | — |
| Q3 2026 | $2.5M | 27.2K | — | — |
| Q3 2026 | $1.1M | 17.2K | — | — |
| Q3 2026 | $8M | 65.1K | — | — |
| Q3 2026 | $2.8M | 104.0K | — | — |
| Q3 2026 | $496K | 4.6K | — | — |
| Q3 2026 | $4.9M | 97.5K | — | — |
| Q3 2026 | $1.8M | 34.2K | — | — |
| Q2 2026 | $1.5M | 8.1K | — | — |
| Q2 2026 | $220K | 4.1K | — | — |
| Q2 2026 | $469K | 8.8K | — | — |
| Q2 2026 | $289K | 2.5K | — | — |
| Q2 2026 | $231K | 3.6K | — | — |
| Q2 2026 | $239K | 10.2K | — | — |
| Q2 2026 | $227K | 2.0K | — | — |
| Q2 2026 | $1.3M | 8.2K | — | — |
| Q2 2026 | $13.3M | 150.9K | — | — |
| Q2 2026 | $2.4M | 26.3K | — | — |
| Q2 2026 | $201K | 1.3K | — | — |
| Q2 2026 | $988K | 16.3K | — | — |
| Q2 2026 | $7.9M | 66.4K | — | — |
| Q2 2026 | $2.7M | 102.3K | — | — |
| Q2 2026 | $552K | 4.6K | — | — |
| Q2 2026 | $4.8M | 95.5K | — | — |
| Q2 2026 | $1.7M | 33.5K | — | — |
| Q1 2026 | $241K | 5.2K | — | — |
| Q1 2026 | $2.1M | 16.2K | — | — |
| Q1 2026 | $395K | 8.0K | — | — |
| Q1 2026 | $1.1M | 17.6K | — | — |
| Q1 2026 | $539K | 4.9K | — | — |
| Q1 2026 | $233K | 1.6K | — | — |
| Q1 2026 | $416K | 7.2K | — | — |
| Q1 2026 | $248K | 2.7K | — | — |
| Q1 2026 | $387K | 3.9K | — | — |
| Q1 2026 | $2.1M | 16.3K | — | — |
| Q1 2026 | $17.5M | 228.0K | — | — |
| Q1 2026 | $4.2M | 53.0K | — | — |
| Q1 2026 | $385K | 2.6K | — | — |
| Q1 2026 | $1.6M | 28.8K | — | — |
| Q1 2026 | $13.2M | 135.3K | — | — |
| Q1 2026 | $5.2M | 191.4K | — | — |
| Q1 2026 | $897K | 9.3K | — | — |
| Q1 2026 | $8.6M | 189.2K | — | — |
| Q1 2026 | $3.2M | 67.2K | — | — |
| Q4 2025 | $1.3M | 8.7K | — | — |
| Q4 2025 | $217K | 4.0K | — | — |
| Q4 2025 | $448K | 10.0K | — | — |
| Q4 2025 | $292K | 2.4K | — | — |
| Q4 2025 | $225K | 3.6K | — | — |
| Q4 2025 | $202K | 2.0K | — | — |
| Q4 2025 | $910K | 7.5K | — | — |
| Q4 2025 | $7.9M | 98.8K | — | — |
| Q4 2025 | $2.2M | 26.6K | — | — |
| Q4 2025 | $718K | 12.6K | — | — |
| Q4 2025 | $7.1M | 66.7K | — | — |
| Q4 2025 | $2.5M | 93.0K | — | — |
| Q4 2025 | $437K | 4.6K | — | — |
| Q4 2025 | $4.4M | 98.2K | — | — |
| Q4 2025 | $1.6M | 33.8K | — | — |