PFGIA
CAPR icon

Patriot Financial Group Insurance Agency’s Capricor Therapeutics CAPR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$304K – 511
2026
Q1 		$304K Buy
+10,000
New +$266K 0.02% 564
2020
Q4 		– Sell
-150
Closed -$1K – 1856
2020
Q3 		$1K Sell
150
-850
-85% -$4.95K ﹤0.01% 1523
2020
Q2 		$5K Buy
+1,000
New +$4.36K ﹤0.01% 1163

Other funds holding CAPR

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Capricor Therapeutics (CAPR) in Q2 2026, closing a stake of 10,000 shares — an estimated $304K sold.

Patriot Financial Group Insurance Agency first reported a position in CAPR in Q2 2020 and held it in 3 quarters. The position peaked at $304K in Q1 2026. 40 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Capricor Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,000 Capricor Therapeutics shares in Q2 2026, an estimated $304K.
  • Patriot Financial Group Insurance Agency first reported a position in Capricor Therapeutics in Q2 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Capricor Therapeutics position peaked at $304K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

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