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Patriot Financial Group Insurance Agency’s Apple AAPL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$17.1K – 482
2024
Q1 		$17.1K Buy
+100
New +$18.2K ﹤0.01% 478

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AAPL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Apple (AAPL) stake by 49% in Q2 2026, selling an estimated $24.2M and leaving 88,697 shares worth $25.7M. The position accounts for 2.63% of the portfolio, ranked #1.

Patriot Financial Group Insurance Agency first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $44M in Q1 2026. 4,990 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 88,697 shares of Apple worth $25.7M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 84,481 Apple shares in Q2 2026, an estimated $24.2M.
  • Apple made up 2.63% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #1 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Apple position peaked at $44M in Q1 2026.
  • 4,990 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.