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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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Morgan Stanley
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Ameriprise
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
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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. 783 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.
  • 783 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.