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Patriot Financial Group Insurance Agency’s O'Reilly Automotive ORLY Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,668
Closed -$431K – 634
2026
Q1 		$431K Buy
4,668
+2,381
+104% +$223K 0.02% 477
2025
Q4 		$209K Buy
2,287
+14
+0.6% +$1.37K 0.02% 472
2025
Q3 		$245K Sell
2,273
-2
-0.1% -$201 0.03% 428
2025
Q2 		$205K Buy
+2,275
New +$207K 0.02% 493
2022
Q3 		– Sell
-1,815
Closed -$76K – 1462
2022
Q2 		$76K Hold
1,815
– – 0.02% 615
2022
Q1 		$83K Buy
1,815
+285
+19% +$12.7K 0.01% 635
2021
Q4 		$72K Hold
1,530
– – 0.01% 747
2021
Q3 		$62K Hold
1,530
– – 0.01% 801
2021
Q2 		$58K Buy
1,530
+15
+1% +$538 0.01% 794
2021
Q1 		$51K Buy
1,515
+765
+102% +$23.7K 0.01% 768
2020
Q4 		$23K Buy
750
+30
+4% +$906 0.01% 928
2020
Q3 		$22K Sell
720
-30
-4% -$912 0.01% 768
2020
Q2 		$21K Buy
750
+675
+900% +$17.6K 0.01% 733
2020
Q1 		$2K Hold
75
– – ﹤0.01% 1323
2019
Q4 		$2K Hold
75
– – ﹤0.01% 1137
2019
Q3 		$2K Sell
75
-15
-17% -$387 ﹤0.01% 1109
2019
Q2 		$2K Sell
90
-15
-14% -$380 ﹤0.01% 1138
2019
Q1 		$3K Buy
+105
New +$2.54K ﹤0.01% 958

Other funds holding ORLY

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 4,668 shares — an estimated $431K sold.

Patriot Financial Group Insurance Agency first reported a position in ORLY in Q1 2019 and held it in 18 quarters. The position peaked at $431K in Q1 2026. 959 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,668 O'Reilly Automotive shares in Q2 2026, an estimated $431K.
  • Patriot Financial Group Insurance Agency first reported a position in O'Reilly Automotive in Q1 2019 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's O'Reilly Automotive position peaked at $431K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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