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Patriot Financial Group Insurance Agency’s Fortinet FTNT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02M Sell
19,652
-21,504
-52% -$2.49M 0.31% 93
2026
Q1 		$3.36M Buy
41,156
+20,932
+104% +$1.69M 0.19% 138
2025
Q4 		$1.61M Sell
20,224
-125
-0.6% -$10.4K 0.19% 142
2025
Q3 		$1.71M Sell
20,349
-318
-2% -$28.4K 0.22% 127
2025
Q2 		$2.18M Sell
20,667
-259
-1% -$26.1K 0.25% 100
2025
Q1 		$2.01M Sell
20,926
-2,363
-10% -$240K 0.27% 91
2024
Q4 		$2.2M Buy
23,289
+1,213
+5% +$108K 0.3% 73
2024
Q3 		$1.71M Buy
22,076
+3,413
+18% +$233K 0.23% 102
2024
Q2 		$1.12M Buy
18,663
+6,394
+52% +$398K 0.17% 142
2024
Q1 		$838K Buy
12,269
+245
+2% +$16.3K 0.13% 173
2023
Q4 		$704K Buy
12,024
+2,154
+22% +$119K 0.13% 183
2023
Q3 		$579K Sell
9,870
-11,207
-53% -$742K 0.12% 204
2023
Q2 		$1.59M Buy
21,077
+1,317
+7% +$89.6K 0.3% 72
2023
Q1 		$1.31M Sell
19,760
-405
-2% -$23K 0.27% 87
2022
Q4 		$986K Sell
20,165
-1,095
-5% -$57.1K 0.13% 108
2022
Q3 		$1.04M Buy
21,260
+590
+3% +$32K 0.25% 91
2022
Q2 		$1.17M Buy
20,670
+30
+0.1% +$1.78K 0.24% 89
2022
Q1 		$1.41M Buy
20,640
+1,115
+6% +$69.3K 0.25% 88
2021
Q4 		$1.4M Sell
19,525
-25
-0.1% -$1.65K 0.23% 101
2021
Q3 		$1.14M Sell
19,550
-8,085
-29% -$468K 0.2% 116
2021
Q2 		$1.32M Sell
27,635
-5,975
-18% -$255K 0.24% 98
2021
Q1 		$1.24M Buy
33,610
+1,725
+5% +$56.4K 0.28% 74
2020
Q4 		$947K Buy
31,885
+31,375
+6,152% +$793K 0.24% 96
2020
Q3 		$12K Sell
510
-240
-32% -$6.2K ﹤0.01% 968
2020
Q2 		$21K Buy
+750
New +$18.8K 0.01% 731
2018
Q2 		– Sell
-310
Closed -$3K – 699
2018
Q1 		$3K Hold
310
– – ﹤0.01% 815
2017
Q4 		$3K Hold
310
– – ﹤0.01% 811
2017
Q3 		$2K Hold
310
– – ﹤0.01% 832
2017
Q2 		$2K Buy
310
+30
+11% +$232 ﹤0.01% 830
2017
Q1 		$2K Hold
280
– – ﹤0.01% 760
2016
Q4 		$2K Buy
+280
New +$1.75K ﹤0.01% 691

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Fortinet (FTNT) stake by 52% in Q2 2026, selling an estimated $2.49M and leaving 19,652 shares worth $3.02M. The position accounts for 0.31% of the portfolio, ranked #93.

Patriot Financial Group Insurance Agency first reported a position in FTNT in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.36M in Q1 2026. 928 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 19,652 shares of Fortinet worth $3.02M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 21,504 Fortinet shares in Q2 2026, an estimated $2.49M.
  • Fortinet made up 0.31% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #93 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Fortinet in Q4 2016 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's Fortinet position peaked at $3.36M in Q1 2026.
  • 928 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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