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Patriot Financial Group Insurance Agency’s Evolv Technologies EVLV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-66,556
Closed -$403K – 549
2026
Q1 		$403K Buy
66,556
+48,928
+278% +$286K 0.02% 491
2025
Q4 		$126K Sell
17,628
-3,125
-15% -$22.2K 0.02% 493
2025
Q3 		$157K Buy
+20,753
New +$151K 0.02% 473

Other funds holding EVLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MWM
Mittelman Wealth Management Andover, Massachusetts $151M AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Evolv Technologies (EVLV) in Q2 2026, closing a stake of 66,556 shares — an estimated $403K sold.

Patriot Financial Group Insurance Agency first reported a position in EVLV in Q3 2025 and held it in 3 quarters. The position peaked at $403K in Q1 2026. 110 funds tracked by Wall St. Rank hold EVLV as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Evolv Technologies position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 66,556 Evolv Technologies shares in Q2 2026, an estimated $403K.
  • Patriot Financial Group Insurance Agency first reported a position in Evolv Technologies in Q3 2025 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Evolv Technologies position peaked at $403K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2026.

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