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Patriot Financial Group Insurance Agency’s Becton Dickinson BDX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.49M Sell
23,042
-15,156
-40% -$2.27M 0.36% 72
2026
Q1 		$6.01M Buy
38,198
+20,799
+120% +$3.82M 0.34% 82
2025
Q4 		$3.38M Buy
17,399
+2,825
+19% +$538K 0.4% 65
2025
Q3 		$2.73M Buy
14,574
+273
+2% +$50.7K 0.35% 73
2025
Q2 		$2.46M Buy
14,301
+2,887
+25% +$529K 0.28% 90
2025
Q1 		$2.61M Buy
11,414
+6,401
+128% +$1.49M 0.35% 66
2024
Q4 		$1.14M Buy
5,013
+312
+7% +$72K 0.15% 162
2024
Q3 		$1.13M Buy
4,701
+391
+9% +$91.6K 0.15% 160
2024
Q2 		$1.01M Buy
4,310
+445
+12% +$105K 0.15% 156
2024
Q1 		$956K Buy
3,865
+509
+15% +$122K 0.15% 159
2023
Q4 		$818K Buy
3,356
+497
+17% +$122K 0.15% 154
2023
Q3 		$739K Buy
2,859
+499
+21% +$135K 0.15% 173
2023
Q2 		$623K Buy
2,360
+629
+36% +$160K 0.12% 204
2023
Q1 		$428K Buy
1,731
+507
+41% +$124K 0.09% 252
2022
Q4 		$311K Buy
1,224
+191
+18% +$45.1K 0.04% 307
2022
Q3 		$230K Sell
1,033
-3
-0.3% -$747 0.06% 345
2022
Q2 		$255K Buy
1,036
+116
+13% +$29.5K 0.05% 334
2022
Q1 		$239K Buy
920
+191
+26% +$49.2K 0.04% 381
2021
Q4 		$179K Buy
729
+79
+12% +$18.9K 0.03% 474
2021
Q3 		$156K Buy
650
+236
+57% +$57.9K 0.03% 512
2021
Q2 		$98K Buy
414
+128
+45% +$30.7K 0.02% 634
2021
Q1 		$68K Sell
286
-15
-5% -$3.67K 0.02% 670
2020
Q4 		$74K Buy
301
+16
+6% +$3.73K 0.02% 574
2020
Q3 		$65K Hold
285
– – 0.02% 483
2020
Q2 		$67K Hold
285
– – 0.03% 442
2020
Q1 		$64K Buy
285
+5
+2% +$1.24K 0.03% 402
2019
Q4 		$74K Sell
280
-3
-1% -$748 0.03% 399
2019
Q3 		$70K Hold
283
– – 0.03% 378
2019
Q2 		$70K Sell
283
-2
-0.7% -$465 0.03% 381
2019
Q1 		$69K Buy
285
+5
+2% +$1.18K 0.04% 332
2018
Q4 		$62K Buy
280
+130
+87% +$30.2K 0.04% 284
2018
Q3 		$38K Buy
150
+91
+154% +$22.4K 0.02% 350
2018
Q2 		$14K Sell
59
-81
-58% -$18K 0.02% 345
2018
Q1 		$29K Buy
+140
New +$30.7K 0.02% 397

Other funds holding BDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Becton Dickinson (BDX) stake by 40% in Q2 2026, selling an estimated $2.27M and leaving 23,042 shares worth $3.49M. The position accounts for 0.36% of the portfolio, ranked #72.

Patriot Financial Group Insurance Agency first reported a position in BDX in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.01M in Q1 2026. 939 funds tracked by Wall St. Rank hold BDX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 23,042 shares of Becton Dickinson worth $3.49M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 15,156 Becton Dickinson shares in Q2 2026, an estimated $2.27M.
  • Becton Dickinson made up 0.36% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #72 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Becton Dickinson in Q1 2018 and has held it in 34 quarters since.
  • Patriot Financial Group Insurance Agency's Becton Dickinson position peaked at $6.01M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2026.

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