Patriot Financial Group Insurance Agency’s Credo Technology Group CRDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.58M	Sell	9,489 -8,949	-49%	-$1.77M	0.26%	105
2026 Q1	$1.73M	Buy	18,438 +9,622	+109%	+$1.17M	0.1%	228
2025 Q4	$1.27M	Sell	8,816 -115	-1%	-$17.7K	0.15%	168
2025 Q3	$1.3M	Buy	8,931 +5,456	+157%	+$668K	0.17%	159
2025 Q2	$322K	Buy	+3,475	New	+$203K	0.04%	392

Other funds holding CRDO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Credo Technology Group (CRDO) stake by 49% in Q2 2026, selling an estimated $1.77M and leaving 9,489 shares worth $2.58M. The position accounts for 0.26% of the portfolio, ranked #105.

Patriot Financial Group Insurance Agency first reported a position in CRDO in Q2 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

Patriot Financial Group Insurance Agency held 9,489 shares of Credo Technology Group worth $2.58M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,949 Credo Technology Group shares in Q2 2026, an estimated $1.77M.
Credo Technology Group made up 0.26% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #105 holding.
Patriot Financial Group Insurance Agency first reported a position in Credo Technology Group in Q2 2025 and has held it in 5 quarters since.
400 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

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