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Patriot Financial Group Insurance Agency’s Iron Mountain IRM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,716
Closed -$277K – 600
2026
Q1 		$277K Buy
+2,716
New +$270K 0.02% 584
2024
Q2 		– Sell
-2,581
Closed -$207K – 501
2024
Q1 		$207K Buy
+2,581
New +$187K 0.03% 442
2022
Q3 		– Sell
-3,490
Closed -$170K – 1155
2022
Q2 		$170K Sell
3,490
-608
-15% -$32K 0.03% 412
2022
Q1 		$227K Sell
4,098
-1,879
-31% -$89.5K 0.04% 389
2021
Q4 		$313K Sell
5,977
-277
-4% -$13.1K 0.05% 339
2021
Q3 		$272K Buy
6,254
+440
+8% +$19.8K 0.05% 368
2021
Q2 		$246K Buy
5,814
+22
+0.4% +$923 0.04% 384
2021
Q1 		$214K Sell
5,792
-117
-2% -$3.91K 0.05% 369
2020
Q4 		$174K Buy
5,909
+1,535
+35% +$42.6K 0.04% 373
2020
Q3 		$117K Sell
4,374
-231
-5% -$6.57K 0.04% 364
2020
Q2 		$120K Buy
4,605
+1,190
+35% +$30.1K 0.05% 315
2020
Q1 		$81K Buy
3,415
+1,434
+72% +$43.4K 0.04% 351
2019
Q4 		$63K Buy
1,981
+20
+1% +$656 0.02% 430
2019
Q3 		$64K Sell
1,961
-2,494
-56% -$78.3K 0.03% 399
2019
Q2 		$141K Buy
4,455
+1,155
+35% +$37.9K 0.06% 244
2019
Q1 		$117K Buy
3,300
+300
+10% +$10.6K 0.06% 242
2018
Q4 		$97K Sell
3,000
-2,000
-40% -$65.6K 0.06% 214
2018
Q3 		$173K Sell
5,000
-3,000
-38% -$107K 0.1% 138
2018
Q2 		$280K Hold
8,000
– – 0.3% 58
2018
Q1 		$259K Buy
+8,000
New +$270K 0.19% 110

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,716 shares — an estimated $277K sold.

Patriot Financial Group Insurance Agency first reported a position in IRM in Q1 2018 and held it in 20 quarters. The position peaked at $313K in Q4 2021. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,716 Iron Mountain shares in Q2 2026, an estimated $277K.
  • Patriot Financial Group Insurance Agency first reported a position in Iron Mountain in Q1 2018 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Iron Mountain position peaked at $313K in Q4 2021.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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