Patriot Financial Group Insurance Agency’s Cadence Design Systems CDNS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-650	Closed	-$181K	–	515
2026 Q1	$181K	Buy	+650	New	+$194K	0.01%	674
2022 Q3	–	Sell	-269	Closed	-$40K	–	640
2022 Q2	$40K	Sell	269 -26	-9%	-$3.93K	0.01%	796
2022 Q1	$49K	Buy	295 +29	+11%	+$4.45K	0.01%	782
2021 Q4	$50K	Buy	266 +3	+1%	+$523	0.01%	858
2021 Q3	$40K	Hold	263	–	–	0.01%	935
2021 Q2	$36K	Hold	263	–	–	0.01%	952
2021 Q1	$36K	Hold	263	–	–	0.01%	883
2020 Q4	$36K	Sell	263 -4	-1%	-$469	0.01%	788
2020 Q3	$28K	Buy	+267	New	+$28.1K	0.01%	688
2019 Q3	–	Sell	-350	Closed	-$26K	–	1316
2019 Q2	$26K	Buy	+350	New	+$23.4K	0.01%	567
2017 Q3	–	Sell	-150	Closed	-$5K	–	909
2017 Q2	$5K	Hold	150	–	–	0.01%	663
2017 Q1	$5K	Hold	150	–	–	0.01%	611
2016 Q4	$4K	Buy	+150	New	+$3.86K	0.01%	590

Other funds holding CDNS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 650 shares — an estimated $181K sold.

Patriot Financial Group Insurance Agency first reported a position in CDNS in Q4 2016 and held it in 13 quarters. The position peaked at $181K in Q1 2026. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 650 Cadence Design Systems shares in Q2 2026, an estimated $181K.
Patriot Financial Group Insurance Agency first reported a position in Cadence Design Systems in Q4 2016 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Cadence Design Systems position peaked at $181K in Q1 2026.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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