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Patriot Financial Group Insurance Agency’s 3M MMM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,644
Closed -$384K – 619
2026
Q1 		$384K Buy
2,644
+1,366
+107% +$218K 0.02% 504
2025
Q4 		$205K Buy
+1,278
New +$209K 0.02% 477
2025
Q3 		– Sell
-1,500
Closed -$228K – 549
2025
Q2 		$228K Buy
1,500
+77
+5% +$11K 0.03% 463
2025
Q1 		$209K Sell
1,423
-1,388
-49% -$204K 0.03% 442
2024
Q4 		$363K Sell
2,811
-270
-9% -$35.4K 0.05% 333
2024
Q3 		$421K Buy
3,081
+12
+0.4% +$1.47K 0.06% 318
2024
Q2 		$314K Sell
3,069
-610
-17% -$59.5K 0.05% 359
2024
Q1 		$326K Buy
3,679
+367
+11% +$30.4K 0.05% 344
2023
Q4 		$303K Sell
3,312
-965
-23% -$77.4K 0.06% 329
2023
Q3 		$335K Buy
4,277
+1,886
+79% +$162K 0.07% 311
2023
Q2 		$200K Sell
2,391
-757
-24% -$64.3K 0.04% 434
2023
Q1 		$277K Buy
3,148
+774
+33% +$73K 0.06% 351
2022
Q4 		$238K Buy
+2,374
New +$242K 0.03% 360
2022
Q3 		– Sell
-1,116
Closed -$121K – 1336
2022
Q2 		$121K Buy
1,116
+49
+5% +$5.92K 0.02% 498
2022
Q1 		$133K Sell
1,067
-220
-17% -$29.3K 0.02% 503
2021
Q4 		$191K Sell
1,287
-68
-5% -$10.1K 0.03% 457
2021
Q3 		$199K Buy
1,355
+110
+9% +$17.8K 0.04% 451
2021
Q2 		$207K Buy
1,245
+30
+2% +$5.01K 0.04% 423
2021
Q1 		$196K Buy
1,215
+36
+3% +$5.39K 0.04% 393
2020
Q4 		$172K Buy
1,179
+240
+26% +$34.1K 0.04% 375
2020
Q3 		$126K Buy
939
+1
+0.1% +$135 0.04% 349
2020
Q2 		$122K Sell
938
-1,681
-64% -$212K 0.05% 311
2020
Q1 		$299K Buy
2,619
+1,624
+163% +$214K 0.14% 163
2019
Q4 		$147K Buy
995
+558
+128% +$78.2K 0.06% 268
2019
Q3 		$60K Sell
437
-1,713
-80% -$239K 0.03% 414
2019
Q2 		$313K Sell
2,150
-219
-9% -$33.7K 0.14% 132
2019
Q1 		$412K Buy
2,369
+935
+65% +$157K 0.21% 81
2018
Q4 		$338K Buy
1,434
+360
+34% +$59.8K 0.22% 77
2018
Q3 		$189K Buy
1,074
+895
+500% +$154K 0.11% 128
2018
Q2 		$30K Sell
179
-742
-81% -$127K 0.03% 233
2018
Q1 		$164K Sell
921
-14
-1% -$2.77K 0.12% 157
2017
Q4 		$187K Hold
935
– – 0.14% 132
2017
Q3 		$169K Sell
935
-13
-1% -$2.25K 0.15% 117
2017
Q2 		$167K Buy
948
+20
+2% +$3.35K 0.17% 113
2017
Q1 		$148K Hold
928
– – 0.16% 115
2016
Q4 		$139K Buy
+928
New +$134K 0.19% 108

Other funds holding MMM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of 3M (MMM) in Q2 2026, closing a stake of 2,644 shares — an estimated $384K sold.

Patriot Financial Group Insurance Agency first reported a position in MMM in Q4 2016 and held it in 36 quarters. The position peaked at $421K in Q3 2024. 1,316 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining 3M position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,644 3M shares in Q2 2026, an estimated $384K.
  • Patriot Financial Group Insurance Agency first reported a position in 3M in Q4 2016 and held it in 36 quarters.
  • Patriot Financial Group Insurance Agency's 3M position peaked at $421K in Q3 2024.
  • 1,316 funds tracked by Wall St. Rank held 3M as of Q2 2026.

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