Patriot Financial Group Insurance Agency, LLC - Q42025 Holdings

Patriot Financial Group Insurance Agency, LLC holds 501 stocks with a total portfolio value of $ 840.62M as of Q42025. In Q42025, Patriot Financial Group Insurance Agency, LLC added 60 new positions, increased stakes in 249 stocks, reduced 160 holdings, and fully exited 47 positions. The largest holding is Microsoft Corp (MSFT), representing 2.58% of the total portfolio.