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Clayton Financial Group’s Patrick Industries PATK Stock Holding History

Clayton Financial Group’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48
Closed -$4.96K – 650
2025
Q3 		$4.96K Buy
+48
New +$5.04K ﹤0.01% 177

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clayton Financial Group's PATK Position: Q4 2025 in Review

Clayton Financial Group sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 48 shares — an estimated $4.96K sold.

Clayton Financial Group first reported a position in PATK in Q3 2025 and held it in 1 quarter. The position peaked at $4.96K in Q3 2025. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Clayton Financial Group reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 48 Patrick Industries shares in Q4 2025, an estimated $4.96K.
  • Clayton Financial Group first reported a position in Patrick Industries in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's Patrick Industries position peaked at $4.96K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.