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Patriot Financial Group Insurance Agency’s Sweetgreen SG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,142
Closed -$116K – 715
2025
Q4 		$116K Buy
17,142
+6,865
+67% +$47.2K 0.01% 496
2025
Q3 		$82K Buy
+10,277
New +$112K 0.01% 482

Other funds holding SG

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Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SG Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 17,142 shares — an estimated $116K sold.

Patriot Financial Group Insurance Agency first reported a position in SG in Q3 2025 and held it in 2 quarters. The position peaked at $116K in Q4 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17,142 Sweetgreen shares in Q1 2026, an estimated $116K.
  • Patriot Financial Group Insurance Agency first reported a position in Sweetgreen in Q3 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Sweetgreen position peaked at $116K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.