Patriot Financial Group Insurance Agency’s PureCycle Technologies PCT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-26,800	Closed	-$139K	–	638
2026 Q1	$139K	Buy	26,800 +9,980	+59%	+$83.1K	0.01%	678
2025 Q4	$144K	Buy	16,820 +2,875	+21%	+$30.5K	0.02%	491
2025 Q3	$183K	Buy	13,945 +3,700	+36%	+$51.4K	0.02%	469
2025 Q2	$140K	Buy	+10,245	New	+$90.7K	0.02%	511
2025 Q1	–	Sell	-20,571	Closed	-$211K	–	518
2024 Q4	$211K	Sell	20,571 -1,560	-7%	-$18.1K	0.03%	436
2024 Q3	$210K	Sell	22,131 -4,715	-18%	-$31.6K	0.03%	457
2024 Q2	$159K	Buy	26,846 +1,850	+7%	+$10.1K	0.02%	455
2024 Q1	$155K	Buy	+24,996	New	+$116K	0.02%	457
2022 Q3	–	Sell	-2,368	Closed	-$18K	–	1492
2022 Q2	$18K	Buy	2,368 +1,890	+395%	+$15.8K	﹤0.01%	1043
2022 Q1	$4K	Buy	478 +432	+939%	+$3.15K	﹤0.01%	1705
2021 Q4	$0	Buy	+46	New	+$555	﹤0.01%	2230

Other funds holding PCT

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

GCIG

Grand Central Investment Group Tampa, Florida $120M AUM

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

Patriot Financial Group Insurance Agency sold out of PureCycle Technologies (PCT) in Q2 2026, closing a stake of 26,800 shares — an estimated $139K sold.

Patriot Financial Group Insurance Agency first reported a position in PCT in Q4 2021 and held it in 11 quarters. The position peaked at $211K in Q4 2024. 120 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining PureCycle Technologies position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 26,800 PureCycle Technologies shares in Q2 2026, an estimated $139K.
Patriot Financial Group Insurance Agency first reported a position in PureCycle Technologies in Q4 2021 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's PureCycle Technologies position peaked at $211K in Q4 2024.
120 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

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