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Patriot Financial Group Insurance Agency’s Boston Beer SAM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,255
Closed -$265K – 541
2025
Q3 		$265K Buy
+1,255
New +$267K 0.03% 405
2022
Q1 		– Sell
-19
Closed -$10K – 2218
2021
Q4 		$10K Hold
19
– – ﹤0.01% 1497
2021
Q3 		$10K Buy
+19
New +$12.9K ﹤0.01% 1493

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SAM Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 1,255 shares — an estimated $265K sold.

Patriot Financial Group Insurance Agency first reported a position in SAM in Q3 2021 and held it in 3 quarters. The position peaked at $265K in Q3 2025. 346 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,255 Boston Beer shares in Q4 2025, an estimated $265K.
  • Patriot Financial Group Insurance Agency first reported a position in Boston Beer in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Boston Beer position peaked at $265K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.