PFGIA
CRL icon

Patriot Financial Group Insurance Agency’s Charles River Laboratories CRL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,120
Closed -$332K – 518
2025
Q3 		$332K Buy
2,120
+85
+4% +$13.5K 0.04% 359
2025
Q2 		$309K Buy
2,035
+329
+19% +$43.9K 0.04% 397
2025
Q1 		$257K Buy
1,706
+194
+13% +$32.5K 0.03% 406
2024
Q4 		$279K Sell
1,512
-109
-7% -$21K 0.04% 382
2024
Q3 		$319K Sell
1,621
-66
-4% -$13.7K 0.04% 373
2024
Q2 		$349K Buy
1,687
+379
+29% +$85.9K 0.05% 334
2024
Q1 		$354K Buy
1,308
+182
+16% +$43.5K 0.06% 326
2023
Q4 		$266K Buy
1,126
+61
+6% +$12K 0.05% 363
2023
Q3 		$209K Buy
+1,065
New +$219K 0.04% 414
2022
Q3 		– Sell
-308
Closed -$66K – 711
2022
Q2 		$66K Buy
308
+13
+4% +$3.18K 0.01% 645
2022
Q1 		$84K Sell
295
-5
-2% -$1.54K 0.02% 628
2021
Q4 		$113K Buy
300
+9
+3% +$3.5K 0.02% 620
2021
Q3 		$120K Sell
291
-2
-0.7% -$831 0.02% 586
2021
Q2 		$108K Buy
293
+35
+14% +$11.7K 0.02% 599
2021
Q1 		$75K Buy
258
+25
+11% +$6.95K 0.02% 643
2020
Q4 		$58K Sell
233
-1
-0.4% -$238 0.01% 647
2020
Q3 		$53K Sell
234
-77
-25% -$16K 0.02% 528
2020
Q2 		$54K Buy
311
+3
+1% +$479 0.02% 499
2020
Q1 		$39K Buy
308
+306
+15,300% +$45.9K 0.02% 503
2019
Q4 		$0 Sell
2
-4
-67% -$554 ﹤0.01% 1332
2019
Q3 		$1K Hold
6
– – ﹤0.01% 1161
2019
Q2 		$1K Sell
6
-2
-25% -$271 ﹤0.01% 1203
2019
Q1 		$1K Hold
8
– – ﹤0.01% 1085
2018
Q4 		$1K Buy
+8
New +$1K ﹤0.01% 882
2018
Q2 		– Sell
-27
Closed -$3K – 650
2018
Q1 		$3K Hold
27
– – ﹤0.01% 811
2017
Q4 		$3K Hold
27
– – ﹤0.01% 805
2017
Q3 		$3K Buy
+27
New +$2.77K ﹤0.01% 769

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CRL Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 2,120 shares — an estimated $332K sold.

Patriot Financial Group Insurance Agency first reported a position in CRL in Q3 2017 and held it in 27 quarters. The position peaked at $354K in Q1 2024. 583 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,120 Charles River Laboratories shares in Q4 2025, an estimated $332K.
  • Patriot Financial Group Insurance Agency first reported a position in Charles River Laboratories in Q3 2017 and held it in 27 quarters.
  • Patriot Financial Group Insurance Agency's Charles River Laboratories position peaked at $354K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.