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Patriot Financial Group Insurance Agency’s Rentokil RTO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Sell
26,429
-24,293
-48% -$771K 0.08% 261
2026
Q1 		$1.6M Buy
50,722
+26,571
+110% +$837K 0.09% 238
2025
Q4 		$711K Buy
24,151
+619
+3% +$17.2K 0.08% 250
2025
Q3 		$594K Buy
23,532
+6,883
+41% +$168K 0.08% 258
2025
Q2 		$400K Buy
16,649
+2,288
+16% +$53.1K 0.05% 353
2025
Q1 		$329K Sell
14,361
-1,931
-12% -$46.6K 0.04% 368
2024
Q4 		$413K Sell
16,292
-696
-4% -$17.6K 0.06% 314
2024
Q3 		$424K Buy
16,988
+4,107
+32% +$122K 0.06% 317
2024
Q2 		$382K Buy
+12,881
New +$357K 0.06% 314

Other funds holding RTO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Rentokil (RTO) stake by 48% in Q2 2026, selling an estimated $771K and leaving 26,429 shares worth $756K. The position accounts for 0.08% of the portfolio, ranked #261.

Patriot Financial Group Insurance Agency first reported a position in RTO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2026. 95 funds tracked by Wall St. Rank hold RTO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 26,429 shares of Rentokil worth $756K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 24,293 Rentokil shares in Q2 2026, an estimated $771K.
  • Rentokil made up 0.08% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #261 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Rentokil in Q2 2024 and has held it in 9 quarters since.
  • Patriot Financial Group Insurance Agency's Rentokil position peaked at $1.6M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Rentokil as of Q2 2026.

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