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Patriot Financial Group Insurance Agency, LLC → WH
Patriot Financial Group Insurance Agency, LLC WH Position History
Wyndham Hotels & Resorts, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$847K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $516K |
| Q1 2026 | $1.5M |
| Q2 2026 | $839K |
| Q3 2026 | $847K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $847K | 11.8K | — | — |
| Q2 2026 | $839K | 10.0K | — | — |
| Q1 2026 | $1.5M | 18.9K | — | — |
| Q4 2025 | $516K | 6.8K | — | — |
Other funds holding WH
$298.7M
$206.5M
$206.5M
$195.4M
$190.6M
$177.2M
$177.2M
$172.2M