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Patriot Financial Group Insurance Agency’s Microsoft MSFT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Sell
52,519
-46,441
-47% -$18.8M 2.01% 4
2026
Q1 		$36.6M Buy
98,960
+54,200
+121% +$22.7M 2.06% 4
2025
Q4 		$21.6M Buy
44,760
+2,863
+7% +$1.43M 2.58% 1
2025
Q3 		$21.7M Buy
41,897
+434
+1% +$221K 2.78% 1
2025
Q2 		$20.6M Buy
41,463
+2,648
+7% +$1.15M 2.37% 3
2025
Q1 		$14.6M Buy
38,815
+2,635
+7% +$1.07M 1.95% 4
2024
Q4 		$15.3M Buy
36,180
+1,218
+3% +$519K 2.04% 5
2024
Q3 		$15M Sell
34,962
-1,073
-3% -$459K 2.02% 6
2024
Q2 		$16.1M Buy
36,035
+6,457
+22% +$2.73M 2.37% 4
2024
Q1 		$12.4M Buy
29,578
+306
+1% +$124K 1.98% 7
2023
Q4 		$11M Buy
29,272
+892
+3% +$317K 2.08% 5
2023
Q3 		$8.96M Buy
28,380
+2,293
+9% +$758K 1.85% 5
2023
Q2 		$8.88M Buy
26,087
+794
+3% +$249K 1.67% 8
2023
Q1 		$7.29M Buy
25,293
+1,468
+6% +$374K 1.48% 13
2022
Q4 		$5.71M Buy
23,825
+223
+0.9% +$53.5K 0.77% 17
2022
Q3 		$5.5M Buy
23,602
+590
+3% +$156K 1.34% 15
2022
Q2 		$5.91M Buy
23,012
+169
+0.7% +$45.9K 1.2% 14
2022
Q1 		$7.04M Buy
22,843
+763
+3% +$230K 1.25% 13
2021
Q4 		$7.43M Sell
22,080
-611
-3% -$198K 1.23% 11
2021
Q3 		$6.4M Sell
22,691
-815
-3% -$237K 1.13% 11
2021
Q2 		$6.37M Buy
23,506
+2,264
+11% +$575K 1.16% 10
2021
Q1 		$5.01M Sell
21,242
-1,109
-5% -$257K 1.15% 9
2020
Q4 		$4.97M Buy
22,351
+4,504
+25% +$968K 1.25% 9
2020
Q3 		$3.75M Buy
17,847
+587
+3% +$123K 1.22% 10
2020
Q2 		$3.51M Buy
17,260
+1,321
+8% +$240K 1.34% 8
2020
Q1 		$2.51M Sell
15,939
-932
-6% -$153K 1.15% 9
2019
Q4 		$2.66M Buy
16,871
+725
+4% +$107K 1% 12
2019
Q3 		$2.25M Sell
16,146
-240
-1% -$33K 1.01% 11
2019
Q2 		$2.24M Buy
16,386
+1,887
+13% +$240K 0.97% 16
2019
Q1 		$1.71M Buy
14,499
+2,346
+19% +$256K 0.88% 17
2018
Q4 		$1.23M Buy
12,153
+1,341
+12% +$144K 0.81% 19
2018
Q3 		$1.24M Buy
10,812
+1,369
+14% +$148K 0.74% 17
2018
Q2 		$931K Sell
9,443
-1,751
-16% -$170K 1% 17
2018
Q1 		$991K Buy
11,194
+2,493
+29% +$228K 0.73% 23
2017
Q4 		$767K Buy
8,701
+3,016
+53% +$247K 0.57% 27
2017
Q3 		$434K Buy
5,685
+1,486
+35% +$109K 0.39% 56
2017
Q2 		$294K Buy
4,199
+1,726
+70% +$118K 0.31% 62
2017
Q1 		$162K Sell
2,473
-100
-4% -$6.41K 0.17% 107
2016
Q4 		$161K Buy
+2,573
New +$155K 0.22% 99

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Microsoft (MSFT) stake by 47% in Q2 2026, selling an estimated $18.8M and leaving 52,519 shares worth $19.6M. The position accounts for 2.01% of the portfolio, ranked #4.

Patriot Financial Group Insurance Agency first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $36.6M in Q1 2026. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 52,519 shares of Microsoft worth $19.6M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 46,441 Microsoft shares in Q2 2026, an estimated $18.8M.
  • Microsoft made up 2.01% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #4 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Microsoft position peaked at $36.6M in Q1 2026.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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