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Patriot Financial Group Insurance Agency’s Core Scientific CORZ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,185
Closed -$174K – 506
2025
Q2 		$174K Buy
+10,185
New +$102K 0.02% 505

Other funds holding CORZ

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CORZ Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Core Scientific (CORZ) in Q3 2025, closing a stake of 10,185 shares — an estimated $174K sold.

Patriot Financial Group Insurance Agency first reported a position in CORZ in Q2 2025 and held it in 1 quarter. The position peaked at $174K in Q2 2025. 336 funds tracked by Wall St. Rank hold CORZ as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Core Scientific position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,185 Core Scientific shares in Q3 2025, an estimated $174K.
  • Patriot Financial Group Insurance Agency first reported a position in Core Scientific in Q2 2025 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Core Scientific position peaked at $174K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.