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Patriot Financial Group Insurance Agency’s ServiceNow NOW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$911K Sell
9,177
-10,003
-52% -$990K 0.09% 241
2026
Q1 		$2.01M Buy
19,180
+11,173
+140% +$1.31M 0.11% 210
2025
Q4 		$1.23M Buy
8,007
+927
+13% +$159K 0.15% 178
2025
Q3 		$1.3M Buy
+7,080
New +$1.32M 0.17% 158
2022
Q3 		– Sell
-30
Closed -$3K – 1406
2022
Q2 		$3K Sell
30
-95
-76% -$9.05K ﹤0.01% 1654
2022
Q1 		$14K Sell
125
-45
-26% -$5.04K ﹤0.01% 1232
2021
Q4 		$22K Buy
170
+40
+31% +$5.25K ﹤0.01% 1185
2021
Q3 		$16K Buy
130
+5
+4% +$605 ﹤0.01% 1307
2021
Q2 		$14K Sell
125
-6,560
-98% -$665K ﹤0.01% 1327
2021
Q1 		$689K Sell
6,685
-10
-0.1% -$1.06K 0.16% 151
2020
Q4 		$737K Hold
6,695
– – 0.18% 120
2020
Q3 		$649K Sell
6,695
-250
-4% -$22.3K 0.21% 105
2020
Q2 		$563K Buy
6,945
+105
+2% +$7.41K 0.22% 106
2020
Q1 		$392K Buy
6,840
+150
+2% +$9.38K 0.18% 119
2019
Q4 		$378K Sell
6,690
-35
-0.5% -$1.84K 0.14% 138
2019
Q3 		$341K Buy
6,725
+15
+0.2% +$816 0.15% 128
2019
Q2 		$387K Buy
6,710
+6,660
+13,320% +$350K 0.17% 108
2019
Q1 		$2K Buy
+50
New +$2.2K ﹤0.01% 1029

Other funds holding NOW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Patriot Financial Group Insurance Agency reduced its ServiceNow (NOW) stake by 52% in Q2 2026, selling an estimated $990K and leaving 9,177 shares worth $911K. The position accounts for 0.09% of the portfolio, ranked #241.

Patriot Financial Group Insurance Agency first reported a position in NOW in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2026. 1,106 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,177 shares of ServiceNow worth $911K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,003 ServiceNow shares in Q2 2026, an estimated $990K.
  • ServiceNow made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #241 holding.
  • Patriot Financial Group Insurance Agency first reported a position in ServiceNow in Q1 2019 and has held it in 18 quarters since.
  • Patriot Financial Group Insurance Agency's ServiceNow position peaked at $2.01M in Q1 2026.
  • 1,106 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

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