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Patriot Financial Group Insurance Agency’s RH RH Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,986
Closed -$278K – 656
2026
Q1 		$278K Buy
1,986
+393
+25% +$71.6K 0.02% 582
2025
Q4 		$285K Buy
+1,593
New +$272K 0.03% 395
2022
Q3 		– Sell
-716
Closed -$152K – 1611
2022
Q2 		$152K Buy
716
+186
+35% +$55.2K 0.03% 445
2022
Q1 		$173K Buy
530
+491
+1,259% +$196K 0.03% 441
2021
Q4 		$21K Buy
39
+33
+550% +$20.3K ﹤0.01% 1208
2021
Q3 		$4K Hold
6
– – ﹤0.01% 1789
2021
Q2 		$4K Hold
6
– – ﹤0.01% 1728
2021
Q1 		$4K Sell
6
-1
-14% -$493 ﹤0.01% 1639
2020
Q4 		$3K Hold
7
– – ﹤0.01% 1579
2020
Q3 		$3K Hold
7
– – ﹤0.01% 1388
2020
Q2 		$2K Sell
7
-6
-46% -$1.09K ﹤0.01% 1415
2020
Q1 		$1K Buy
+13
New +$2.42K ﹤0.01% 1487

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of RH (RH) in Q2 2026, closing a stake of 1,986 shares — an estimated $278K sold.

Patriot Financial Group Insurance Agency first reported a position in RH in Q1 2020 and held it in 12 quarters. The position peaked at $285K in Q4 2025. 147 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining RH position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,986 RH shares in Q2 2026, an estimated $278K.
  • Patriot Financial Group Insurance Agency first reported a position in RH in Q1 2020 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's RH position peaked at $285K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held RH as of Q2 2026.

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