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Patriot Financial Group Insurance Agency’s Ecopetrol EC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-42,960
Closed -$644K – 543
2026
Q1 		$644K Buy
42,960
+21,230
+98% +$269K 0.04% 387
2025
Q4 		$218K Buy
21,730
+550
+3% +$5.25K 0.03% 463
2025
Q3 		$195K Buy
21,180
+1,400
+7% +$12.6K 0.03% 466
2025
Q2 		$175K Buy
+19,780
New +$175K 0.02% 504
2022
Q3 		– Sell
-275
Closed -$3K – 829
2022
Q2 		$3K Hold
275
– – ﹤0.01% 1627
2022
Q1 		$5K Buy
275
+4
+1% +$63 ﹤0.01% 1596
2021
Q4 		$3K Buy
271
+103
+61% +$1.47K ﹤0.01% 1849
2021
Q3 		$2K Hold
168
– – ﹤0.01% 1929
2021
Q2 		$2K Hold
168
– – ﹤0.01% 1861
2021
Q1 		$2K Sell
168
-31
-16% -$401 ﹤0.01% 1764
2020
Q4 		$3K Hold
199
– – ﹤0.01% 1549
2020
Q3 		$2K Hold
199
– – ﹤0.01% 1442
2020
Q2 		$2K Hold
199
– – ﹤0.01% 1379
2020
Q1 		$2K Buy
+199
New +$3.29K ﹤0.01% 1290

Other funds holding EC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Ecopetrol (EC) in Q2 2026, closing a stake of 42,960 shares — an estimated $644K sold.

Patriot Financial Group Insurance Agency first reported a position in EC in Q1 2020 and held it in 14 quarters. The position peaked at $644K in Q1 2026. 35 funds tracked by Wall St. Rank hold EC as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Ecopetrol position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 42,960 Ecopetrol shares in Q2 2026, an estimated $644K.
  • Patriot Financial Group Insurance Agency first reported a position in Ecopetrol in Q1 2020 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Ecopetrol position peaked at $644K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2026.

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