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Patriot Financial Group Insurance Agency’s Kimberly-Clark KMB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,454
Closed -$526K – 609
2026
Q1 		$526K Buy
+5,454
New +$558K 0.03% 430
2022
Q3 		– Sell
-352
Closed -$48K – 1240
2022
Q2 		$48K Buy
352
+16
+5% +$2.11K 0.01% 746
2022
Q1 		$41K Sell
336
-110
-25% -$14.5K 0.01% 841
2021
Q4 		$64K Hold
446
– – 0.01% 782
2021
Q3 		$59K Sell
446
-6,551
-94% -$891K 0.01% 816
2021
Q2 		$936K Buy
6,997
+857
+14% +$114K 0.17% 133
2021
Q1 		$854K Sell
6,140
-217
-3% -$28.8K 0.2% 119
2020
Q4 		$857K Buy
6,357
+405
+7% +$56.7K 0.21% 109
2020
Q3 		$879K Sell
5,952
-605
-9% -$90.8K 0.29% 75
2020
Q2 		$927K Buy
6,557
+2,416
+58% +$334K 0.35% 61
2020
Q1 		$530K Buy
4,141
+1,264
+44% +$175K 0.24% 87
2019
Q4 		$396K Buy
2,877
+107
+4% +$14.5K 0.15% 135
2019
Q3 		$393K Buy
2,770
+220
+9% +$30.2K 0.18% 114
2019
Q2 		$347K Buy
2,550
+509
+25% +$65.6K 0.15% 124
2019
Q1 		$253K Buy
2,041
+1,427
+232% +$166K 0.13% 139
2018
Q4 		$70K Buy
+614
New +$68.1K 0.05% 273
2018
Q2 		– Sell
-23
Closed -$2K – 777
2018
Q1 		$2K Hold
23
– – ﹤0.01% 870
2017
Q4 		$3K Hold
23
– – ﹤0.01% 822
2017
Q3 		$3K Hold
23
– – ﹤0.01% 786
2017
Q2 		$3K Hold
23
– – ﹤0.01% 776
2017
Q1 		$3K Sell
23
-14
-38% -$1.77K ﹤0.01% 709
2016
Q4 		$4K Buy
+37
New +$4.29K 0.01% 604

Other funds holding KMB

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 5,454 shares — an estimated $526K sold.

Patriot Financial Group Insurance Agency first reported a position in KMB in Q4 2016 and held it in 22 quarters. The position peaked at $936K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,454 Kimberly-Clark shares in Q2 2026, an estimated $526K.
  • Patriot Financial Group Insurance Agency first reported a position in Kimberly-Clark in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Kimberly-Clark position peaked at $936K in Q2 2021.
  • 1,054 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

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