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Patriot Financial Group Insurance Agency’s Amazon AMZN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4M Sell
60,390
-57,630
-49% -$14.5M 1.48% 8
2026
Q1 		$24.6M Buy
118,020
+64,566
+121% +$14.2M 1.39% 8
2025
Q4 		$12.3M Buy
53,454
+6,571
+14% +$1.5M 1.47% 7
2025
Q3 		$10.3M Sell
46,883
-9,034
-16% -$2.04M 1.32% 7
2025
Q2 		$12.3M Buy
55,917
+5,084
+10% +$1.01M 1.41% 8
2025
Q1 		$9.67M Buy
50,833
+3,879
+8% +$842K 1.3% 10
2024
Q4 		$10.3M Buy
46,954
+1,319
+3% +$270K 1.38% 8
2024
Q3 		$8.5M Buy
45,635
+178
+0.4% +$32.5K 1.14% 13
2024
Q2 		$8.78M Buy
45,457
+2,332
+5% +$428K 1.29% 10
2024
Q1 		$7.78M Buy
43,125
+2,031
+5% +$339K 1.24% 12
2023
Q4 		$6.24M Buy
41,094
+2,453
+6% +$344K 1.18% 14
2023
Q3 		$4.91M Buy
38,641
+1,377
+4% +$185K 1.02% 14
2023
Q2 		$4.86M Sell
37,264
-768
-2% -$87.7K 0.92% 18
2023
Q1 		$3.93M Buy
38,032
+3,828
+11% +$370K 0.8% 21
2022
Q4 		$2.87M Sell
34,204
-4,821
-12% -$476K 0.39% 29
2022
Q3 		$4.41M Buy
39,025
+1,270
+3% +$161K 1.07% 18
2022
Q2 		$4.01M Buy
37,755
+4,255
+13% +$532K 0.81% 22
2022
Q1 		$5.46M Sell
33,500
-2,040
-6% -$315K 0.97% 18
2021
Q4 		$5.93M Sell
35,540
-5,860
-14% -$1M 0.98% 17
2021
Q3 		$6.8M Buy
41,400
+1,180
+3% +$204K 1.21% 9
2021
Q2 		$6.92M Buy
40,220
+1,100
+3% +$183K 1.26% 8
2021
Q1 		$6.05M Sell
39,120
-1,740
-4% -$276K 1.39% 8
2020
Q4 		$6.65M Buy
40,860
+12,040
+42% +$1.92M 1.67% 8
2020
Q3 		$4.54M Buy
28,820
+40
+0.1% +$6.31K 1.48% 9
2020
Q2 		$3.97M Buy
28,780
+2,760
+11% +$333K 1.52% 7
2020
Q1 		$2.54M Buy
26,020
+8,540
+49% +$827K 1.16% 8
2019
Q4 		$1.61M Buy
17,480
+840
+5% +$74.3K 0.61% 26
2019
Q3 		$1.44M Sell
16,640
-8,700
-34% -$807K 0.65% 25
2019
Q2 		$2.45M Buy
25,340
+3,360
+15% +$313K 1.06% 13
2019
Q1 		$1.96M Buy
21,980
+5,320
+32% +$443K 1% 13
2018
Q4 		$1.25M Buy
16,660
+3,940
+31% +$328K 0.82% 18
2018
Q3 		$1.27M Buy
12,720
+7,680
+152% +$722K 0.76% 16
2018
Q2 		$428K Sell
5,040
-9,560
-65% -$759K 0.46% 41
2018
Q1 		$1M Buy
14,600
+1,460
+11% +$104K 0.74% 22
2017
Q4 		$817K Buy
13,140
+3,000
+30% +$165K 0.61% 25
2017
Q3 		$502K Buy
10,140
+7,060
+229% +$347K 0.45% 47
2017
Q2 		$153K Buy
3,080
+560
+22% +$26.7K 0.16% 123
2017
Q1 		$115K Buy
2,520
+800
+47% +$33.3K 0.12% 137
2016
Q4 		$70K Buy
+1,720
New +$67.4K 0.1% 179

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Amazon (AMZN) stake by 49% in Q2 2026, selling an estimated $14.5M and leaving 60,390 shares worth $14.4M. The position accounts for 1.48% of the portfolio, ranked #8.

Patriot Financial Group Insurance Agency first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $24.6M in Q1 2026. 3,730 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 60,390 shares of Amazon worth $14.4M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 57,630 Amazon shares in Q2 2026, an estimated $14.5M.
  • Amazon made up 1.48% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #8 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Amazon position peaked at $24.6M in Q1 2026.
  • 3,730 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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