PFGIA
ASM

Patriot Financial Group Insurance Agency’s Avino Silver & Gold Mines ASM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Sell
48,781
-57,897
-54% -$391K 0.03% 381
2026
Q1 		$674K Buy
106,678
+82,613
+343% +$661K 0.04% 379
2025
Q4 		$149K Buy
+24,065
New +$130K 0.02% 489

Other funds holding ASM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Avino Silver & Gold Mines (ASM) stake by 54% in Q2 2026, selling an estimated $391K and leaving 48,781 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #381.

Patriot Financial Group Insurance Agency first reported a position in ASM in Q4 2025 and has held it in 3 quarters since. The position peaked at $674K in Q1 2026. 31 funds tracked by Wall St. Rank hold ASM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 48,781 shares of Avino Silver & Gold Mines worth $309K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 57,897 Avino Silver & Gold Mines shares in Q2 2026, an estimated $391K.
  • Avino Silver & Gold Mines made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #381 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Avino Silver & Gold Mines in Q4 2025 and has held it in 3 quarters since.
  • Patriot Financial Group Insurance Agency's Avino Silver & Gold Mines position peaked at $674K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2026.

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