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Patriot Financial Group Insurance Agency’s UiPath PATH Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.61K Buy
700
+300
+75% +$3.2K ﹤0.01% 491
2026
Q1 		$4.44K Sell
400
-600
-60% -$7.64K ﹤0.01% 701
2025
Q4 		$16.4K Buy
+1,000
New +$15.6K ﹤0.01% 507

Other funds holding PATH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its UiPath (PATH) stake by 49% in Q2 2026, selling an estimated $877K and leaving 85,374 shares worth $928K. The position accounts for 0.1% of the portfolio, ranked #237.

Patriot Financial Group Insurance Agency first reported a position in PATH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 306 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 85,374 shares of UiPath worth $928K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 82,130 UiPath shares in Q2 2026, an estimated $877K.
  • UiPath made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #237 holding.
  • Patriot Financial Group Insurance Agency first reported a position in UiPath in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's UiPath position peaked at $1.86M in Q1 2026.
  • 306 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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