Patriot Financial Group Insurance Agency’s Quanta Services PWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Sell	360 -348	-49%	-$238K	0.03%	418
2026 Q1	$389K	Sell	708 -83	-10%	-$42.7K	0.02%	499
2025 Q4	$334K	Buy	+791	New	+$348K	0.04%	370
2022 Q3	–	Sell	-197	Closed	-$25K	–	1565
2022 Q2	$25K	Buy	197 +68	+53%	+$8.35K	0.01%	938
2022 Q1	$17K	Buy	129 +92	+249%	+$10.2K	﹤0.01%	1157
2021 Q4	$4K	Buy	37 +1	+3%	+$115	﹤0.01%	1799
2021 Q3	$4K	Buy	36 +7	+24%	+$702	﹤0.01%	1786
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	1804
2021 Q1	$3K	Buy	29 +25	+625%	+$1.99K	﹤0.01%	1707
2020 Q4	$0	Buy	+4	New	+$264	﹤0.01%	1972
2017 Q4	–	Sell	-100	Closed	-$4K	–	962
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	744
2017 Q2	$3K	Buy	+100	New	+$3.33K	﹤0.01%	789

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Quanta Services (PWR) stake by 49% in Q2 2026, selling an estimated $238K and leaving 360 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #418.

Patriot Financial Group Insurance Agency first reported a position in PWR in Q2 2017 and has held it in 12 quarters since. The position peaked at $389K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Patriot Financial Group Insurance Agency held 360 shares of Quanta Services worth $259K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 348 Quanta Services shares in Q2 2026, an estimated $238K.
Quanta Services made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #418 holding.
Patriot Financial Group Insurance Agency first reported a position in Quanta Services in Q2 2017 and has held it in 12 quarters since.
Patriot Financial Group Insurance Agency's Quanta Services position peaked at $389K in Q1 2026.
1,011 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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