PFGIA
NVDA icon

Patriot Financial Group Insurance Agency’s NVIDIA NVDA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Sell
116,374
-106,960
-48% -$22M 2.39% 3
2026
Q1 		$38.9M Buy
223,334
+126,576
+131% +$23.2M 2.2% 3
2025
Q4 		$18M Buy
96,758
+4,824
+5% +$898K 2.15% 4
2025
Q3 		$17.2M Sell
91,934
-7,289
-7% -$1.27M 2.2% 4
2025
Q2 		$15.7M Buy
99,223
+6,970
+8% +$877K 1.8% 5
2025
Q1 		$10M Sell
92,253
-649
-0.7% -$82.3K 1.34% 9
2024
Q4 		$12.5M Sell
92,902
-824
-0.9% -$114K 1.67% 7
2024
Q3 		$11.4M Sell
93,726
-6,898
-7% -$815K 1.53% 7
2024
Q2 		$12.4M Sell
100,624
-18,296
-15% -$1.85M 1.83% 7
2024
Q1 		$10.7M Sell
118,920
-10,920
-8% -$791K 1.71% 8
2023
Q4 		$6.43M Buy
129,840
+20
+0% +$927 1.21% 13
2023
Q3 		$5.65M Buy
129,820
+5,040
+4% +$226K 1.17% 11
2023
Q2 		$5.28M Sell
124,780
-68,810
-36% -$2.28M 0.99% 16
2023
Q1 		$5.38M Sell
193,590
-15,820
-8% -$342K 1.09% 16
2022
Q4 		$3.06M Sell
209,410
-22,410
-10% -$329K 0.41% 25
2022
Q3 		$2.81M Buy
231,820
+48,780
+27% +$771K 0.69% 25
2022
Q2 		$2.77M Buy
183,040
+24,880
+16% +$470K 0.56% 34
2022
Q1 		$4.32M Sell
158,160
-18,870
-11% -$473K 0.77% 21
2021
Q4 		$5.21M Buy
177,030
+430
+0.2% +$11.8K 0.87% 20
2021
Q3 		$3.66M Sell
176,600
-35,320
-17% -$733K 0.65% 27
2021
Q2 		$4.24M Sell
211,920
-19,400
-8% -$311K 0.77% 20
2021
Q1 		$3.09M Buy
231,320
+40,880
+21% +$549K 0.71% 18
2020
Q4 		$2.49M Buy
190,440
+37,960
+25% +$508K 0.62% 19
2020
Q3 		$2.06M Sell
152,480
-23,920
-14% -$278K 0.67% 20
2020
Q2 		$1.68M Buy
176,400
+38,720
+28% +$313K 0.64% 24
2020
Q1 		$907K Buy
137,680
+105,640
+330% +$667K 0.41% 48
2019
Q4 		$188K Buy
32,040
+840
+3% +$4.37K 0.07% 236
2019
Q3 		$136K Sell
31,200
-6,000
-16% -$25.2K 0.06% 264
2019
Q2 		$151K Buy
37,200
+1,880
+5% +$7.79K 0.07% 228
2019
Q1 		$158K Sell
35,320
-720
-2% -$2.79K 0.08% 197
2018
Q4 		$120K Buy
36,040
+25,040
+228% +$120K 0.08% 183
2018
Q3 		$77K Buy
11,000
+9,000
+450% +$58.5K 0.05% 238
2018
Q2 		$12K Sell
2,000
-1,120
-36% -$6.8K 0.01% 376
2018
Q1 		$17K Buy
3,120
+2,080
+200% +$12.2K 0.01% 505
2017
Q4 		$6K Hold
1,040
– – ﹤0.01% 694
2017
Q3 		$5K Buy
1,040
+360
+53% +$1.5K ﹤0.01% 703
2017
Q2 		$3K Buy
+680
New +$2.16K ﹤0.01% 784

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its NVIDIA (NVDA) stake by 48% in Q2 2026, selling an estimated $22M and leaving 116,374 shares worth $23.3M. The position accounts for 2.39% of the portfolio, ranked #3.

Patriot Financial Group Insurance Agency first reported a position in NVDA in Q2 2017 and has held it in 37 quarters since. The position peaked at $38.9M in Q1 2026. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 116,374 shares of NVIDIA worth $23.3M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 106,960 NVIDIA shares in Q2 2026, an estimated $22M.
  • NVIDIA made up 2.39% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #3 holding.
  • Patriot Financial Group Insurance Agency first reported a position in NVIDIA in Q2 2017 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's NVIDIA position peaked at $38.9M in Q1 2026.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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