Patriot Financial Group Insurance Agency, LLC - Q32026 Holdings

Patriot Financial Group Insurance Agency, LLC holds 497 stocks with a total portfolio value of $ 1.05B as of Q32026. In Q32026, Patriot Financial Group Insurance Agency, LLC added 44 new positions, increased stakes in 255 stocks, reduced 166 holdings, and fully exited 36 positions. The largest holding is Ishares Tr (IVV), representing 2.78% of the total portfolio.