Harel Insurance Investments & Financial Services’s Patrick Industries PATK Stock Holding History

Harel Insurance Investments & Financial Services’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
2026 Q2	$7.3M	Buy	81,300 +34,300	+73%	+$3.28M	0.04%	130
2026 Q1	$5.22M	Buy	+47,000	New	+$5.81M	0.04%	106
2025 Q4	–	Sell	-23,420	Closed	-$2.42M	–	462
2025 Q3	$2.42M	Buy	23,420 +11,320	+94%	+$1.19M	0.02%	141
2025 Q2	$1.12M	Buy	12,100 +6,200	+105%	+$527K	0.01%	172
2025 Q1	$499K	Buy	+5,900	New	+$530K	0.01%	196
2024 Q4	–	Sell	-2,865	Closed	-$272K	–	506
2024 Q3	$272K	Hold	2,865	–	–	﹤0.01%	210
2024 Q2	$205K	Buy	2,865 +1,260	+79%	+$92.2K	﹤0.01%	262
2024 Q1	$128K	Sell	1,605 -165	-9%	-$11.8K	﹤0.01%	284
2023 Q4	$120K	Sell	1,770 -240	-12%	-$13.2K	﹤0.01%	332
2023 Q3	$102K	Buy	2,010 +357	+22%	+$19.3K	﹤0.01%	365
2023 Q2	$88K	Buy	+1,653	New	+$77.8K	﹤0.01%	393

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PATK Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Patrick Industries (PATK) stake by 73% in Q2 2026, buying an estimated $3.28M and bringing the position to 81,300 shares worth $7.3M. The position accounts for 0.04% of the portfolio, ranked #130.

Harel Insurance Investments & Financial Services first reported a position in PATK in Q2 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Harel Insurance Investments & Financial Services held 81,300 shares of Patrick Industries worth $7.3M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 34,300 Patrick Industries shares in Q2 2026, an estimated $3.28M.
Patrick Industries made up 0.04% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #130 holding.
Harel Insurance Investments & Financial Services first reported a position in Patrick Industries in Q2 2023 and has held it in 11 quarters since.
142 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.