PFGIA
IDEF

Patriot Financial Group Insurance Agency’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Buy
56,737
+42,787
+307% +$1.41M 0.19% 138
2026
Q1 		$456K Buy
+13,950
New +$486K 0.03% 466

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 IDEF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its iShares Defense Industrials Active ETF (IDEF) stake by 307% in Q2 2026, buying an estimated $1.41M and bringing the position to 56,737 shares worth $1.8M. The position accounts for 0.19% of the portfolio, ranked #138.

Patriot Financial Group Insurance Agency first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 56,737 shares of iShares Defense Industrials Active ETF worth $1.8M as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 42,787 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $1.41M.
  • iShares Defense Industrials Active ETF made up 0.19% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #138 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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