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Patriot Financial Group Insurance Agency, LLC → TYG
Patriot Financial Group Insurance Agency, LLC TYG Position History
Tortoise Energy Infrastructure Corporation • Energy
Quarters held
4
Latest value
$634K
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $550K |
| Q1 2026 | $1.2M |
| Q2 2026 | $586K |
| Q3 2026 | $634K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $634K | 59.8K | — | — |
| Q2 2026 | $586K | 60.3K | — | — |
| Q1 2026 | $1.2M | 119.4K | — | — |
| Q4 2025 | $550K | 60.9K | — | — |
Other funds holding TYG
$146.1M
$145.7M
$119.7M
$112.6M