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KFG Wealth Management’s Patrick Industries PATK Stock Holding History

KFG Wealth Management’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 		$1.13M Buy
12,635
+1,520
+14% +$145K 0.13% 81
2026
Q1 		$1.23M Buy
11,115
+842
+8% +$104K 0.16% 70
2025
Q4 		$1.11M Sell
10,273
-215
-2% -$22.6K 0.15% 75
2025
Q3 		$1.08M Buy
10,488
+67
+0.6% +$7.04K 0.16% 72
2025
Q2 		$962K Buy
10,421
+2,356
+29% +$200K 0.15% 75
2025
Q1 		$682K Sell
8,065
-371
-4% -$33.3K 0.12% 95
2024
Q4 		$701K Sell
8,436
-8,619
-51% -$769K 0.13% 90
2024
Q3 		$1.62M Sell
17,055
-269
-2% -$22.6K 0.35% 50
2024
Q2 		$1.25M Hold
17,324
– – 0.5% 44
2024
Q1 		$1.38M Buy
17,324
+6,680
+63% +$479K 0.57% 37
2023
Q4 		$712K Sell
10,644
-5,453
-34% -$299K 0.32% 49
2023
Q3 		$805K Buy
16,097
+5,427
+51% +$293K 0.44% 43
2023
Q2 		$569K Sell
10,670
-471
-4% -$22.2K 0.33% 54
2023
Q1 		$510K Buy
11,141
+525
+5% +$24.3K 0.35% 46
2022
Q4 		$429K Buy
+10,616
New +$369K 0.44% 45

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

KFG Wealth Management's PATK Position: Q2 2026 in Review

KFG Wealth Management increased its Patrick Industries (PATK) stake by 14% in Q2 2026, buying an estimated $145K and bringing the position to 12,635 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #81.

KFG Wealth Management first reported a position in PATK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q3 2024. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • KFG Wealth Management held 12,635 shares of Patrick Industries worth $1.13M as of Q2 2026.
  • KFG Wealth Management bought 1,520 Patrick Industries shares in Q2 2026, an estimated $145K.
  • Patrick Industries made up 0.13% of KFG Wealth Management's portfolio in Q2 2026, its #81 holding.
  • KFG Wealth Management first reported a position in Patrick Industries in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Patrick Industries position peaked at $1.62M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.