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Patriot Financial Group Insurance Agency’s Automatic Data Processing ADP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Sell
1,552
-1,978
-56% -$423K 0.03% 372
2026
Q1 		$717K Buy
3,530
+1,940
+122% +$445K 0.04% 369
2025
Q4 		$409K Buy
1,590
+11
+0.7% +$2.93K 0.05% 324
2025
Q3 		$463K Sell
1,579
-143
-8% -$43K 0.06% 303
2025
Q2 		$531K Buy
1,722
+50
+3% +$15.4K 0.06% 301
2025
Q1 		$511K Buy
1,672
+97
+6% +$29.3K 0.07% 291
2024
Q4 		$461K Sell
1,575
-10
-0.6% -$2.96K 0.06% 293
2024
Q3 		$439K Buy
1,585
+3
+0.2% +$785 0.06% 312
2024
Q2 		$378K Sell
1,582
-70
-4% -$17.2K 0.06% 315
2024
Q1 		$413K Buy
1,652
+148
+10% +$36.2K 0.07% 300
2023
Q4 		$350K Buy
1,504
+10
+0.7% +$2.33K 0.07% 304
2023
Q3 		$359K Buy
1,494
+3
+0.2% +$731 0.07% 298
2023
Q2 		$328K Sell
1,491
-247
-14% -$53.3K 0.06% 318
2023
Q1 		$387K Buy
1,738
+72
+4% +$16.2K 0.08% 275
2022
Q4 		$398K Buy
+1,666
New +$409K 0.05% 250
2022
Q3 		– Sell
-629
Closed -$132K – 432
2022
Q2 		$132K Sell
629
-7
-1% -$1.53K 0.03% 474
2022
Q1 		$145K Sell
636
-257
-29% -$55K 0.03% 478
2021
Q4 		$220K Sell
893
-110
-11% -$24.9K 0.04% 422
2021
Q3 		$200K Sell
1,003
-108
-10% -$22.2K 0.04% 447
2021
Q2 		$221K Buy
1,111
+169
+18% +$32.8K 0.04% 409
2021
Q1 		$178K Sell
942
-1
-0.1% -$174 0.04% 415
2020
Q4 		$166K Buy
943
+444
+89% +$72.9K 0.04% 384
2020
Q3 		$70K Sell
499
-11
-2% -$1.54K 0.02% 468
2020
Q2 		$76K Hold
510
– – 0.03% 417
2020
Q1 		$70K Buy
510
+58
+13% +$9.35K 0.03% 383
2019
Q4 		$77K Hold
452
– – 0.03% 392
2019
Q3 		$73K Sell
452
-276
-38% -$45.6K 0.03% 365
2019
Q2 		$118K Sell
728
-60
-8% -$9.75K 0.05% 284
2019
Q1 		$126K Buy
788
+8
+1% +$1.16K 0.06% 231
2018
Q4 		$102K Buy
780
+583
+296% +$82.3K 0.07% 209
2018
Q3 		$30K Buy
197
+71
+56% +$10K 0.02% 395
2018
Q2 		$17K Sell
126
-7
-5% -$887 0.02% 313
2018
Q1 		$15K Buy
133
+1
+0.8% +$117 0.01% 523
2017
Q4 		$16K Hold
132
– – 0.01% 490
2017
Q3 		$15K Buy
132
+1
+0.8% +$107 0.01% 459
2017
Q2 		$14K Hold
131
– – 0.01% 454
2017
Q1 		$13K Hold
131
– – 0.01% 440
2016
Q4 		$14K Buy
+131
New +$12.2K 0.02% 407

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Automatic Data Processing (ADP) stake by 56% in Q2 2026, selling an estimated $423K and leaving 1,552 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #372.

Patriot Financial Group Insurance Agency first reported a position in ADP in Q4 2016 and has held it in 38 quarters since. The position peaked at $717K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,552 shares of Automatic Data Processing worth $337K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,978 Automatic Data Processing shares in Q2 2026, an estimated $423K.
  • Automatic Data Processing made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #372 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Automatic Data Processing in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Automatic Data Processing position peaked at $717K in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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