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Patriot Financial Group Insurance Agency’s Lowe's Companies LOW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
1,334
-1,534
-53% -$348K 0.03% 391
2026
Q1 		$678K Buy
2,868
+1,298
+83% +$339K 0.04% 378
2025
Q4 		$379K Buy
1,570
+17
+1% +$4.08K 0.05% 341
2025
Q3 		$390K Sell
1,553
-531
-25% -$130K 0.05% 332
2025
Q2 		$407K Buy
2,084
+6
+0.3% +$1.34K 0.05% 349
2025
Q1 		$427K Buy
2,078
+5
+0.2% +$1.23K 0.06% 320
2024
Q4 		$450K Sell
2,073
-2
-0.1% -$534 0.06% 300
2024
Q3 		$495K Sell
2,075
-129
-6% -$31.2K 0.07% 295
2024
Q2 		$431K Buy
2,204
+18
+0.8% +$4.11K 0.06% 294
2024
Q1 		$493K Buy
2,186
+6
+0.3% +$1.38K 0.08% 277
2023
Q4 		$430K Buy
2,180
+90
+4% +$18.2K 0.08% 267
2023
Q3 		$383K Sell
2,090
-1,990
-49% -$448K 0.08% 288
2023
Q2 		$865K Sell
4,080
-6
-0.1% -$1.25K 0.16% 149
2023
Q1 		$767K Buy
4,086
+231
+6% +$46.9K 0.16% 154
2022
Q4 		$718K Buy
3,855
+243
+7% +$48.6K 0.1% 148
2022
Q3 		$678K Buy
3,612
+179
+5% +$34.9K 0.17% 152
2022
Q2 		$600K Buy
3,433
+144
+4% +$27.8K 0.12% 177
2022
Q1 		$665K Sell
3,289
-863
-21% -$198K 0.12% 191
2021
Q4 		$1.07M Sell
4,152
-2,699
-39% -$642K 0.18% 126
2021
Q3 		$1.39M Buy
6,851
+2,494
+57% +$497K 0.25% 94
2021
Q2 		$845K Buy
4,357
+924
+27% +$181K 0.15% 142
2021
Q1 		$653K Buy
3,433
+1,084
+46% +$186K 0.15% 157
2020
Q4 		$377K Buy
2,349
+354
+18% +$57.5K 0.09% 220
2020
Q3 		$331K Buy
1,995
+179
+10% +$27.6K 0.11% 188
2020
Q2 		$245K Buy
1,816
+275
+18% +$31.4K 0.09% 201
2020
Q1 		$133K Buy
1,541
+454
+42% +$49.6K 0.06% 274
2019
Q4 		$130K Buy
1,087
+175
+19% +$20K 0.05% 296
2019
Q3 		$100K Buy
912
+24
+3% +$2.53K 0.05% 307
2019
Q2 		$91K Sell
888
-45
-5% -$4.75K 0.04% 328
2019
Q1 		$102K Buy
933
+89
+11% +$8.88K 0.05% 269
2018
Q4 		$78K Buy
+844
New +$81.4K 0.05% 249

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Lowe's Companies (LOW) stake by 53% in Q2 2026, selling an estimated $348K and leaving 1,334 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #391.

Patriot Financial Group Insurance Agency first reported a position in LOW in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.39M in Q3 2021. 1,503 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,334 shares of Lowe's Companies worth $295K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,534 Lowe's Companies shares in Q2 2026, an estimated $348K.
  • Lowe's Companies made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #391 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Lowe's Companies in Q4 2018 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's Lowe's Companies position peaked at $1.39M in Q3 2021.
  • 1,503 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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