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Patriot Financial Group Insurance Agency’s American Tower AMT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
6,234
-5,378
-46% -$968K 0.1% 222
2026
Q1 		$2M Buy
11,612
+6,671
+135% +$1.2M 0.11% 211
2025
Q4 		$868K Buy
4,941
+700
+17% +$127K 0.1% 224
2025
Q3 		$816K Sell
4,241
-366
-8% -$76.3K 0.1% 222
2025
Q2 		$1.02M Buy
4,607
+36
+0.8% +$7.77K 0.12% 208
2025
Q1 		$995K Buy
4,571
+40
+0.9% +$7.85K 0.13% 194
2024
Q4 		$831K Buy
4,531
+133
+3% +$27.6K 0.11% 208
2024
Q3 		$1.02M Buy
4,398
+1,071
+32% +$237K 0.14% 179
2024
Q2 		$647K Buy
3,327
+405
+14% +$75.7K 0.1% 233
2024
Q1 		$577K Buy
2,922
+1,176
+67% +$234K 0.09% 246
2023
Q4 		$377K Sell
1,746
-1,143
-40% -$216K 0.07% 290
2023
Q3 		$475K Sell
2,889
-102
-3% -$18.6K 0.1% 240
2023
Q2 		$580K Sell
2,991
-572
-16% -$112K 0.11% 214
2023
Q1 		$728K Buy
3,563
+148
+4% +$31.1K 0.15% 164
2022
Q4 		$724K Buy
3,415
+740
+28% +$154K 0.1% 147
2022
Q3 		$574K Sell
2,675
-147
-5% -$37.8K 0.14% 178
2022
Q2 		$721K Sell
2,822
-194
-6% -$48.7K 0.15% 146
2022
Q1 		$758K Buy
3,016
+75
+3% +$18.3K 0.14% 166
2021
Q4 		$860K Buy
2,941
+1,629
+124% +$445K 0.14% 152
2021
Q3 		$348K Buy
1,312
+38
+3% +$10.8K 0.06% 308
2021
Q2 		$344K Buy
1,274
+181
+17% +$46.1K 0.06% 304
2021
Q1 		$261K Buy
1,093
+9
+0.8% +$2K 0.06% 327
2020
Q4 		$243K Sell
1,084
-1,307
-55% -$304K 0.06% 305
2020
Q3 		$578K Sell
2,391
-258
-10% -$65.4K 0.19% 117
2020
Q2 		$685K Buy
2,649
+1,275
+93% +$315K 0.26% 91
2020
Q1 		$299K Buy
1,374
+1,118
+437% +$260K 0.14% 162
2019
Q4 		$59K Sell
256
-116
-31% -$25.3K 0.02% 443
2019
Q3 		$82K Buy
372
+21
+6% +$4.58K 0.04% 346
2019
Q2 		$72K Buy
+351
New +$70.6K 0.03% 374
2018
Q2 		– Sell
-46
Closed -$7K – 598
2018
Q1 		$7K Hold
46
– – 0.01% 652
2017
Q4 		$7K Hold
46
– – 0.01% 644
2017
Q3 		$6K Hold
46
– – 0.01% 654
2017
Q2 		$6K Buy
+46
New +$5.89K 0.01% 629

Other funds holding AMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its American Tower (AMT) stake by 46% in Q2 2026, selling an estimated $968K and leaving 6,234 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #222.

Patriot Financial Group Insurance Agency first reported a position in AMT in Q2 2017 and has held it in 33 quarters since. The position peaked at $2M in Q1 2026. 769 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,234 shares of American Tower worth $1.02M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,378 American Tower shares in Q2 2026, an estimated $968K.
  • American Tower made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #222 holding.
  • Patriot Financial Group Insurance Agency first reported a position in American Tower in Q2 2017 and has held it in 33 quarters since.
  • Patriot Financial Group Insurance Agency's American Tower position peaked at $2M in Q1 2026.
  • 769 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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