PFGIA
APD icon

Patriot Financial Group Insurance Agency’s Air Products & Chemicals APD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
3,910
-3,164
-45% -$920K 0.12% 201
2026
Q1 		$2.05M Buy
7,074
+3,559
+101% +$981K 0.12% 207
2025
Q4 		$868K Buy
3,515
+589
+20% +$149K 0.1% 223
2025
Q3 		$798K Sell
2,926
-2,830
-49% -$819K 0.1% 224
2025
Q2 		$1.62M Buy
5,756
+503
+10% +$138K 0.19% 135
2025
Q1 		$1.55M Buy
5,253
+1,132
+27% +$349K 0.21% 119
2024
Q4 		$1.2M Buy
4,121
+121
+3% +$38K 0.16% 145
2024
Q3 		$1.19M Sell
4,000
-398
-9% -$109K 0.16% 150
2024
Q2 		$1.13M Buy
4,398
+100
+2% +$25.4K 0.17% 138
2024
Q1 		$1.04M Buy
4,298
+254
+6% +$62.2K 0.17% 142
2023
Q4 		$1.11M Buy
4,044
+363
+10% +$99.8K 0.21% 119
2023
Q3 		$1.04M Buy
3,681
+458
+14% +$134K 0.22% 124
2023
Q2 		$965K Buy
3,223
+768
+31% +$219K 0.18% 134
2023
Q1 		$705K Buy
2,455
+751
+44% +$219K 0.14% 168
2022
Q4 		$525K Buy
1,704
+89
+6% +$25.1K 0.07% 203
2022
Q3 		$376K Buy
1,615
+971
+151% +$240K 0.09% 242
2022
Q2 		$155K Sell
644
-30
-4% -$7.29K 0.03% 440
2022
Q1 		$168K Buy
674
+429
+175% +$110K 0.03% 446
2021
Q4 		$75K Sell
245
-19
-7% -$5.58K 0.01% 738
2021
Q3 		$68K Sell
264
-71
-21% -$19.6K 0.01% 759
2021
Q2 		$96K Hold
335
– – 0.02% 639
2021
Q1 		$94K Buy
335
+15
+5% +$4.08K 0.02% 573
2020
Q4 		$87K Buy
320
+20
+7% +$5.63K 0.02% 540
2020
Q3 		$89K Sell
300
-8
-3% -$2.3K 0.03% 416
2020
Q2 		$74K Hold
308
– – 0.03% 424
2020
Q1 		$61K Buy
308
+286
+1,300% +$65.2K 0.03% 409
2019
Q4 		$5K Hold
22
– – ﹤0.01% 963
2019
Q3 		$5K Buy
+22
New +$4.95K ﹤0.01% 925
2018
Q4 		– Sell
-29
Closed -$5K – 976
2018
Q3 		$5K Buy
+29
New +$4.72K ﹤0.01% 723

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Patriot Financial Group Insurance Agency reduced its Air Products & Chemicals (APD) stake by 45% in Q2 2026, selling an estimated $920K and leaving 3,910 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #201.

Patriot Financial Group Insurance Agency first reported a position in APD in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.05M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,910 shares of Air Products & Chemicals worth $1.15M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,164 Air Products & Chemicals shares in Q2 2026, an estimated $920K.
  • Air Products & Chemicals made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #201 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's Air Products & Chemicals position peaked at $2.05M in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

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