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Patriot Financial Group Insurance Agency, LLC → WMG

Patriot Financial Group Insurance Agency, LLC WMG Position History

Warner Music Group Corp. • Communication Services

Quarters held
4
Latest value
$625K
Q3 2026
Peak value
$945K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$715K
Q1 2026$945K
Q2 2026$525K
Q3 2026$625K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$625K22.6K——
Q2 2026$525K19.4K——
Q1 2026$945K37.0K——
Q4 2025$715K23.3K——

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