Patriot Financial Group Insurance Agency’s Fortinet FTNT Stock Holding History
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
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. 1,584 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.
- 1,584 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.