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Patriot Financial Group Insurance Agency’s Avery Dennison AVY Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,000
Closed -$1.21M – 498
2026
Q1 		$1.21M Buy
+7,000
New +$1.29M 0.07% 279

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Dimensional Fund Advisors
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Massachusetts Financial Services
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Norges Bank
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CB
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MIM
Meridiem Investment Management London, United Kingdom $3.73B AUM 1.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Avery Dennison (AVY) in Q2 2026, closing a stake of 1,040 shares — an estimated $180K sold.

Patriot Financial Group Insurance Agency first reported a position in AVY in Q2 2017 and held it in 16 quarters. The position peaked at $180K in Q1 2026. 474 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Avery Dennison position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,040 Avery Dennison shares in Q2 2026, an estimated $180K.
  • Patriot Financial Group Insurance Agency first reported a position in Avery Dennison in Q2 2017 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's Avery Dennison position peaked at $180K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

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