KF
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Krilogy Financial’s Patrick Industries PATK Stock Holding History

Krilogy Financial’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 		$292K Buy
3,253
+639
+24% +$61K 0.01% 831
2026
Q1 		$269K Buy
+2,614
New +$323K 0.01% 782
2018
Q4 		– Sell
-141
Closed -$6K – 509
2018
Q3 		$6K Buy
+141
New +$5.8K ﹤0.01% 603
2018
Q2 		– Sell
-141
Closed -$6K – 486
2018
Q1 		$6K Hold
141
– – ﹤0.01% 583
2017
Q4 		$7K Sell
141
-1
-0.7% -$41 ﹤0.01% 564
2017
Q3 		$5K Hold
142
– – ﹤0.01% 655
2017
Q2 		$5K Buy
+142
New +$4.42K ﹤0.01% 593

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

Krilogy Financial's PATK Position: Q2 2026 in Review

Krilogy Financial increased its Patrick Industries (PATK) stake by 24% in Q2 2026, buying an estimated $61K and bringing the position to 3,253 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #831.

Krilogy Financial first reported a position in PATK in Q2 2017 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Krilogy Financial held 3,253 shares of Patrick Industries worth $292K as of Q2 2026.
  • Krilogy Financial bought 639 Patrick Industries shares in Q2 2026, an estimated $61K.
  • Patrick Industries made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #831 holding.
  • Krilogy Financial first reported a position in Patrick Industries in Q2 2017 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.