Patriot Financial Group Insurance Agency’s Bio-Rad Laboratories Class A BIO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BIO Stock Details BIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Sell	1,333 -1,199	-47%	-$340K	0.04%	352
2026 Q1	$706K	Buy	+2,532	New	+$729K	0.04%	372
2025 Q4	–	Sell	-1,804	Closed	-$506K	–	514
2025 Q3	$506K	Buy	1,804 +363	+25%	+$98.8K	0.06%	282
2025 Q2	$348K	Buy	1,441 +296	+26%	+$70K	0.04%	373
2025 Q1	$279K	Buy	+1,145	New	+$344K	0.04%	391
2021 Q3	–	Sell	-1	Closed	-$1K	–	2140
2021 Q2	$1K	Sell	1 -1	-50%	-$609	﹤0.01%	1955
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	1855
2020 Q4	$1K	Sell	2 -2	-50%	-$1.14K	﹤0.01%	1722
2020 Q3	$2K	Buy	4 +1	+33%	+$507	﹤0.01%	1433
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	1484
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	1398
2019 Q4	$1K	Sell	3 -2	-40%	-$705	﹤0.01%	1173
2019 Q3	$2K	Sell	5 -4	-44%	-$1.3K	﹤0.01%	1067
2019 Q2	$3K	Sell	9 -4	-31%	-$1.2K	﹤0.01%	1025
2019 Q1	$4K	Buy	13 +10	+333%	+$2.7K	﹤0.01%	884
2018 Q4	$1K	Buy	+3	New	+$805	﹤0.01%	875

Other funds holding BIO

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Bio-Rad Laboratories Class A (BIO) stake by 47% in Q2 2026, selling an estimated $340K and leaving 1,333 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #352.

Patriot Financial Group Insurance Agency first reported a position in BIO in Q4 2018 and has held it in 16 quarters since. The position peaked at $706K in Q1 2026. 181 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

Patriot Financial Group Insurance Agency held 1,333 shares of Bio-Rad Laboratories Class A worth $391K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 1,199 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $340K.
Bio-Rad Laboratories Class A made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #352 holding.
Patriot Financial Group Insurance Agency first reported a position in Bio-Rad Laboratories Class A in Q4 2018 and has held it in 16 quarters since.
Patriot Financial Group Insurance Agency's Bio-Rad Laboratories Class A position peaked at $706K in Q1 2026.
181 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

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