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Patriot Financial Group Insurance Agency’s CrowdStrike CRWD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Sell
1,352
-1,144
-46% -$163K 0.03% 420
2026
Q1 		$244K Buy
+2,496
New +$264K 0.01% 618
2025
Q3 		– Sell
-1,716
Closed -$218K – 508
2025
Q2 		$218K Buy
+1,716
New +$186K 0.03% 475
2024
Q4 		– Sell
-3,604
Closed -$253K – 485
2024
Q3 		$253K Sell
3,604
-25,704
-88% -$1.83M 0.03% 424
2024
Q2 		$2.81M Sell
29,308
-3,872
-12% -$322K 0.41% 52
2024
Q1 		$2.66M Sell
33,180
-2,876
-8% -$220K 0.42% 50
2023
Q4 		$2.3M Buy
36,056
+2,944
+9% +$154K 0.43% 48
2023
Q3 		$1.39M Buy
+33,112
New +$1.29M 0.29% 82
2022
Q3 		– Sell
-876
Closed -$37K – 718
2022
Q2 		$37K Sell
876
-8
-0.9% -$362 0.01% 821
2022
Q1 		$50K Sell
884
-152
-15% -$7.08K 0.01% 773
2021
Q4 		$53K Buy
1,036
+176
+20% +$10.7K 0.01% 835
2021
Q3 		$53K Hold
860
– – 0.01% 847
2021
Q2 		$54K Buy
860
+12
+1% +$646 0.01% 815
2021
Q1 		$39K Sell
848
-484
-36% -$25.6K 0.01% 847
2020
Q4 		$71K Hold
1,332
– – 0.02% 581
2020
Q3 		$46K Sell
1,332
-92
-6% -$2.68K 0.02% 552
2020
Q2 		$36K Buy
1,424
+640
+82% +$12.8K 0.01% 585
2020
Q1 		$11K Buy
+784
New +$11.1K 0.01% 818

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its CrowdStrike (CRWD) stake by 46% in Q2 2026, selling an estimated $163K and leaving 1,352 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #420.

Patriot Financial Group Insurance Agency first reported a position in CRWD in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.81M in Q2 2024. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,352 shares of CrowdStrike worth $258K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,144 CrowdStrike shares in Q2 2026, an estimated $163K.
  • CrowdStrike made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #420 holding.
  • Patriot Financial Group Insurance Agency first reported a position in CrowdStrike in Q1 2020 and has held it in 18 quarters since.
  • Patriot Financial Group Insurance Agency's CrowdStrike position peaked at $2.81M in Q2 2024.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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