PFGIA
NGEN

Patriot Financial Group Insurance Agency’s NervGen Pharma NGEN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NGEN Stock Details NGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.7K Sell
28,500
-8,500
-23% -$26.4K 0.01% 485
2026
Q1 		$139K Buy
+37,000
New +$160K 0.01% 677

Other funds holding NGEN

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its NervGen Pharma (NGEN) stake by 23% in Q2 2026, selling an estimated $26.4K and leaving 28,500 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #485.

Patriot Financial Group Insurance Agency first reported a position in NGEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $139K in Q1 2026. 21 funds tracked by Wall St. Rank hold NGEN as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 28,500 shares of NervGen Pharma worth $58.7K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,500 NervGen Pharma shares in Q2 2026, an estimated $26.4K.
  • NervGen Pharma made up 0.01% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #485 holding.
  • Patriot Financial Group Insurance Agency first reported a position in NervGen Pharma in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's NervGen Pharma position peaked at $139K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held NervGen Pharma as of Q2 2026.

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