PFGIA
REE

Patriot Financial Group Insurance Agency’s REE Automotive REE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52,900
Closed -$31.7K – 654
2026
Q1 		$31.7K Buy
52,900
+37,450
+242% +$23.6K ﹤0.01% 698
2025
Q4 		$11.3K Sell
15,450
-2,133
-12% -$1.88K ﹤0.01% 508
2025
Q3 		$12.8K Hold
17,583
– – ﹤0.01% 489
2025
Q2 		$10.5K Sell
17,583
-20,500
-54% -$36K ﹤0.01% 535
2025
Q1 		$101K Buy
38,083
+20,000
+111% +$144K 0.01% 474
2024
Q4 		$160K Buy
+18,083
New +$145K 0.02% 453
2023
Q4 		– Sell
-1,467
Closed -$6.45K – 497
2023
Q3 		$6.45K Buy
1,467
+367
+33% +$2.8K ﹤0.01% 459
2023
Q2 		$12.5K Buy
1,100
+600
+120% +$6.38K ﹤0.01% 465
2023
Q1 		$4.88K Buy
+500
New +$6.41K ﹤0.01% 461
2022
Q3 		– Sell
-17
Closed -$1K – 1592
2022
Q2 		$1K Hold
17
– – ﹤0.01% 1932
2022
Q1 		$1K Sell
17
-50
-75% -$5.1K ﹤0.01% 1967
2021
Q4 		$11K Buy
+67
New +$8.39K ﹤0.01% 1464

Other funds holding REE

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of REE Automotive (REE) in Q2 2026, closing a stake of 52,900 shares — an estimated $31.7K sold.

Patriot Financial Group Insurance Agency first reported a position in REE in Q4 2021 and held it in 12 quarters. The position peaked at $160K in Q4 2024. 34 funds tracked by Wall St. Rank hold REE as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining REE Automotive position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 52,900 REE Automotive shares in Q2 2026, an estimated $31.7K.
  • Patriot Financial Group Insurance Agency first reported a position in REE Automotive in Q4 2021 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's REE Automotive position peaked at $160K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held REE Automotive as of Q2 2026.

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