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Patriot Financial Group Insurance Agency’s Cosan CSAN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CSAN Stock Details CSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-176,680
Closed -$728K – 528
2026
Q1 		$728K Buy
176,680
+94,605
+115% +$413K 0.04% 366
2025
Q4 		$324K Buy
+82,075
New +$374K 0.04% 374

Other funds holding CSAN

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Cosan (CSAN) in Q2 2026, closing a stake of 176,680 shares — an estimated $728K sold.

Patriot Financial Group Insurance Agency first reported a position in CSAN in Q4 2025 and held it in 2 quarters. The position peaked at $728K in Q1 2026. 14 funds tracked by Wall St. Rank hold CSAN as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Cosan position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 176,680 Cosan shares in Q2 2026, an estimated $728K.
  • Patriot Financial Group Insurance Agency first reported a position in Cosan in Q4 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Cosan position peaked at $728K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Cosan as of Q2 2026.

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