PFGIA
BRSP

Patriot Financial Group Insurance Agency’s BrightSpire Capital BRSP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.7K Sell
16,830
-16,830
-50% -$96.5K 0.01% 484
2026
Q1 		$188K Buy
33,660
+16,630
+98% +$96.3K 0.01% 671
2025
Q4 		$95.4K Hold
17,030
– – 0.01% 498
2025
Q3 		$92.5K Hold
17,030
– – 0.01% 481
2025
Q2 		$86K Hold
17,030
– – 0.01% 519
2025
Q1 		$94.7K Sell
17,030
-510
-3% -$2.98K 0.01% 476
2024
Q4 		$98.9K Hold
17,540
– – 0.01% 462
2024
Q3 		$98.2K Hold
17,540
– – 0.01% 483
2024
Q2 		$100K Hold
17,540
– – 0.01% 464
2024
Q1 		$121K Hold
17,540
– – 0.02% 461
2023
Q4 		$130K Hold
17,540
– – 0.02% 442
2023
Q3 		$110K Hold
17,540
– – 0.02% 440
2023
Q2 		$118K Hold
17,540
– – 0.02% 448
2023
Q1 		$103K Sell
17,540
-200
-1% -$1.37K 0.02% 437
2022
Q4 		$111K Hold
17,740
– – 0.01% 410
2022
Q3 		$112K Buy
17,740
+200
+1% +$1.65K 0.03% 381
2022
Q2 		$132K Hold
17,540
– – 0.03% 475
2022
Q1 		$162K Sell
17,540
-3,862
-18% -$35.7K 0.03% 452
2021
Q4 		$220K Buy
21,402
+200
+0.9% +$1.94K 0.04% 423
2021
Q3 		$199K Sell
21,202
-176
-0.8% -$1.7K 0.04% 450
2021
Q2 		$201K Sell
21,378
-1,363
-6% -$12.6K 0.04% 433
2021
Q1 		$194K Sell
22,741
-4,171
-15% -$35.5K 0.04% 396
2020
Q4 		$202K Sell
26,912
-27,437
-50% -$178K 0.05% 347
2020
Q3 		$267K Sell
54,349
-12,259
-18% -$73.8K 0.09% 217
2020
Q2 		$468K Buy
66,608
+12,532
+23% +$64.1K 0.18% 124
2020
Q1 		$213K Sell
54,076
-12,224
-18% -$134K 0.1% 199
2019
Q4 		$873K Sell
66,300
-66,938
-50% -$910K 0.33% 56
2019
Q3 		$1.93M Sell
133,238
-102,318
-43% -$1.49M 0.87% 15
2019
Q2 		$3.67M Sell
235,556
-28,615
-11% -$447K 1.58% 10
2019
Q1 		$4.14M Sell
264,171
-21,704
-8% -$357K 2.12% 7
2018
Q4 		$4.51M Sell
285,875
-30,839
-10% -$587K 2.97% 5
2018
Q3 		$6.96M Buy
316,714
+223,760
+241% +$4.69M 4.16% 4
2018
Q2 		$1.93M Buy
92,954
+12,265
+15% +$238K 2.06% 8
2018
Q1 		$1.53M Buy
+80,689
New +$1.58M 1.13% 13

Other funds holding BRSP

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its BrightSpire Capital (BRSP) stake by 50% in Q2 2026, selling an estimated $96.5K and leaving 16,830 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #484.

Patriot Financial Group Insurance Agency first reported a position in BRSP in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.96M in Q3 2018. 70 funds tracked by Wall St. Rank hold BRSP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,830 shares of BrightSpire Capital worth $91.7K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 16,830 BrightSpire Capital shares in Q2 2026, an estimated $96.5K.
  • BrightSpire Capital made up 0.01% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #484 holding.
  • Patriot Financial Group Insurance Agency first reported a position in BrightSpire Capital in Q1 2018 and has held it in 34 quarters since.
  • Patriot Financial Group Insurance Agency's BrightSpire Capital position peaked at $6.96M in Q3 2018.
  • 70 funds tracked by Wall St. Rank held BrightSpire Capital as of Q2 2026.

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