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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
-200
Closed -$55.6K – 514
2026
Q1 		$55.6K Buy
+200
New +$59.7K ﹤0.01% 690

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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. 1,086 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.
  • 1,086 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.