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Patriot Financial Group Insurance Agency’s Ring Energy REI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,210
Closed -$30.3K – 568
2025
Q2 		$30.3K Sell
38,210
-21,427
-36% -$18.1K ﹤0.01% 528
2025
Q1 		$68.6K Sell
59,637
-248
-0.4% -$324 0.01% 479
2024
Q4 		$81.4K Buy
59,885
+1,600
+3% +$2.4K 0.01% 464
2024
Q3 		$93.3K Sell
58,285
-3,800
-6% -$6.8K 0.01% 484
2024
Q2 		$105K Buy
62,085
+3,425
+6% +$6.3K 0.02% 463
2024
Q1 		$115K Buy
58,660
+9,850
+20% +$14.7K 0.02% 464
2023
Q4 		$71.3K Sell
48,810
-650
-1% -$1.07K 0.01% 452
2023
Q3 		$96.4K Buy
49,460
+6,810
+16% +$13.7K 0.02% 443
2023
Q2 		$72.9K Hold
42,650
– – 0.01% 456
2023
Q1 		$81K Sell
42,650
-1,250
-3% -$2.69K 0.02% 444
2022
Q4 		$108K Buy
43,900
+12,050
+38% +$33.1K 0.01% 411
2022
Q3 		$74K Hold
31,850
– – 0.02% 386
2022
Q2 		$85K Buy
31,850
+1,750
+6% +$7.24K 0.02% 589
2022
Q1 		$115K Sell
30,100
-4,800
-14% -$14.7K 0.02% 544
2021
Q4 		$80K Buy
34,900
+15,150
+77% +$46.9K 0.01% 715
2021
Q3 		$58K Buy
19,750
+9,150
+86% +$23.3K 0.01% 823
2021
Q2 		$32K Buy
+10,600
New +$25.5K 0.01% 1000

Other funds holding REI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's REI Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Ring Energy (REI) in Q3 2025, closing a stake of 38,210 shares — an estimated $30.3K sold.

Patriot Financial Group Insurance Agency first reported a position in REI in Q2 2021 and held it in 17 quarters. The position peaked at $115K in Q1 2022. 113 funds tracked by Wall St. Rank hold REI as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Ring Energy position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38,210 Ring Energy shares in Q3 2025, an estimated $30.3K.
  • Patriot Financial Group Insurance Agency first reported a position in Ring Energy in Q2 2021 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Ring Energy position peaked at $115K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Ring Energy as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.