PFGIA
MRNA icon

Patriot Financial Group Insurance Agency’s Moderna MRNA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,014
Closed -$255K – 621
2026
Q1 		$255K Buy
+5,014
New +$234K 0.01% 609
2022
Q3 		– Sell
-973
Closed -$139K – 1354
2022
Q2 		$139K Sell
973
-34
-3% -$4.86K 0.03% 463
2022
Q1 		$173K Sell
1,007
-169
-14% -$28.5K 0.03% 440
2021
Q4 		$299K Sell
1,176
-2,161
-65% -$632K 0.05% 351
2021
Q3 		$1.28M Sell
3,337
-240
-7% -$88.5K 0.23% 105
2021
Q2 		$841K Buy
3,577
+1,036
+41% +$185K 0.15% 143
2021
Q1 		$333K Buy
2,541
+65
+3% +$9.42K 0.08% 272
2020
Q4 		$259K Buy
2,476
+1,183
+91% +$120K 0.06% 289
2020
Q3 		$91K Buy
1,293
+305
+31% +$21.3K 0.03% 410
2020
Q2 		$63K Buy
988
+131
+15% +$7.17K 0.02% 459
2020
Q1 		$26K Buy
+857
New +$19.7K 0.01% 591

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Moderna (MRNA) in Q2 2026, closing a stake of 5,014 shares — an estimated $255K sold.

Patriot Financial Group Insurance Agency first reported a position in MRNA in Q1 2020 and held it in 11 quarters. The position peaked at $1.28M in Q3 2021. 775 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,014 Moderna shares in Q2 2026, an estimated $255K.
  • Patriot Financial Group Insurance Agency first reported a position in Moderna in Q1 2020 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's Moderna position peaked at $1.28M in Q3 2021.
  • 775 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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