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Patriot Financial Group Insurance Agency’s Silicon Motion SIMO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Sell
3,000
-3,560
-54% -$825K 0.1% 225
2026
Q1 		$737K Buy
6,560
+3,576
+120% +$434K 0.04% 364
2025
Q4 		$277K Sell
2,984
-17
-0.6% -$1.56K 0.03% 402
2025
Q3 		$285K Hold
3,001
– – 0.04% 390
2025
Q2 		$226K Buy
+3,001
New +$170K 0.03% 465
2022
Q3 		– Sell
-1,224
Closed -$102K – 1692
2022
Q2 		$102K Buy
1,224
+7
+0.6% +$590 0.02% 537
2022
Q1 		$81K Buy
1,217
+8
+0.7% +$623 0.01% 643
2021
Q4 		$115K Sell
1,209
-31
-3% -$2.34K 0.02% 616
2021
Q3 		$86K Buy
1,240
+50
+4% +$3.53K 0.02% 702
2021
Q2 		$76K Buy
1,190
+5
+0.4% +$329 0.01% 704
2021
Q1 		$70K Buy
1,185
+6
+0.5% +$341 0.02% 662
2020
Q4 		$57K Buy
1,179
+11
+0.9% +$449 0.01% 653
2020
Q3 		$44K Buy
1,168
+110
+10% +$4.41K 0.01% 572
2020
Q2 		$52K Sell
1,058
-293
-22% -$13K 0.02% 510
2020
Q1 		$50K Buy
1,351
+334
+33% +$14.4K 0.02% 460
2019
Q4 		$52K Buy
1,017
+8
+0.8% +$343 0.02% 469
2019
Q3 		$36K Buy
+1,009
New +$36.6K 0.02% 501

Other funds holding SIMO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Silicon Motion (SIMO) stake by 54% in Q2 2026, selling an estimated $825K and leaving 3,000 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #225.

Patriot Financial Group Insurance Agency first reported a position in SIMO in Q3 2019 and has held it in 17 quarters since. 119 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,000 shares of Silicon Motion worth $1M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,560 Silicon Motion shares in Q2 2026, an estimated $825K.
  • Silicon Motion made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #225 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Silicon Motion in Q3 2019 and has held it in 17 quarters since.
  • 119 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

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