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Patriot Financial Group Insurance Agency’s Establishment Labs ESTA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,450
Closed -$309K – 548
2026
Q1 		$309K Buy
5,450
+925
+20% +$63.2K 0.02% 557
2025
Q4 		$330K Sell
4,525
-1,850
-29% -$112K 0.04% 373
2025
Q3 		$261K Buy
6,375
+350
+6% +$14.3K 0.03% 411
2025
Q2 		$257K Buy
6,025
+300
+5% +$10.5K 0.03% 440
2025
Q1 		$234K Buy
+5,725
New +$213K 0.03% 427

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KCM
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Walleye Capital
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Bank of New York Mellon
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SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Establishment Labs (ESTA) in Q2 2026, closing a stake of 5,450 shares — an estimated $309K sold.

Patriot Financial Group Insurance Agency first reported a position in ESTA in Q1 2025 and held it in 5 quarters. The position peaked at $330K in Q4 2025. 48 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Establishment Labs position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,450 Establishment Labs shares in Q2 2026, an estimated $309K.
  • Patriot Financial Group Insurance Agency first reported a position in Establishment Labs in Q1 2025 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Establishment Labs position peaked at $330K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

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