PFGIA
MTN icon

Patriot Financial Group Insurance Agency’s Vail Resorts MTN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,852
Closed -$494K – 622
2026
Q1 		$494K Buy
3,852
+2,172
+129% +$296K 0.03% 446
2025
Q4 		$223K Buy
+1,680
New +$247K 0.03% 456
2022
Q3 		– Sell
-15
Closed -$3K – 1367
2022
Q2 		$3K Hold
15
– – ﹤0.01% 1651
2022
Q1 		$4K Sell
15
-22
-59% -$5.99K ﹤0.01% 1699
2021
Q4 		$12K Hold
37
– – ﹤0.01% 1427
2021
Q3 		$12K Hold
37
– – ﹤0.01% 1402
2021
Q2 		$12K Hold
37
– – ﹤0.01% 1374
2021
Q1 		$11K Hold
37
– – ﹤0.01% 1326
2020
Q4 		$10K Hold
37
– – ﹤0.01% 1227
2020
Q3 		$8K Hold
37
– – ﹤0.01% 1100
2020
Q2 		$7K Hold
37
– – ﹤0.01% 1090
2020
Q1 		$5K Hold
37
– – ﹤0.01% 1080
2019
Q4 		$9K Buy
37
+22
+147% +$5.21K ﹤0.01% 863
2019
Q3 		$3K Hold
15
– – ﹤0.01% 1031
2019
Q2 		$3K Sell
15
-30
-67% -$6.66K ﹤0.01% 1052
2019
Q1 		$10K Buy
45
+15
+50% +$3.06K 0.01% 704
2018
Q4 		$6K Sell
30
-15
-33% -$3.71K ﹤0.01% 703
2018
Q3 		$12K Buy
+45
New +$13K 0.01% 595
2018
Q2 		– Sell
-4
Closed -$1K – 805
2018
Q1 		$1K Hold
4
– – ﹤0.01% 919
2017
Q4 		$1K Hold
4
– – ﹤0.01% 904
2017
Q3 		$1K Hold
4
– – ﹤0.01% 880
2017
Q2 		$1K Buy
+4
New +$806 ﹤0.01% 884

Other funds holding MTN

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FI
Firetrail Investments Sydney, NSW, Australia $355M AUM 43.34% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 3,852 shares — an estimated $494K sold.

Patriot Financial Group Insurance Agency first reported a position in MTN in Q2 2017 and held it in 22 quarters. The position peaked at $494K in Q1 2026. 201 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,852 Vail Resorts shares in Q2 2026, an estimated $494K.
  • Patriot Financial Group Insurance Agency first reported a position in Vail Resorts in Q2 2017 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Vail Resorts position peaked at $494K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

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