PFGIA
SOLV icon

Patriot Financial Group Insurance Agency’s Solventum SOLV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,954
Closed -$258K – 711
2026
Q1 		$258K Buy
+3,954
New +$294K 0.01% 605

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Solventum (SOLV) in Q2 2026, closing a stake of 3,954 shares — an estimated $258K sold.

Patriot Financial Group Insurance Agency first reported a position in SOLV in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 873 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Solventum position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,954 Solventum shares in Q2 2026, an estimated $258K.
  • Patriot Financial Group Insurance Agency first reported a position in Solventum in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Solventum position peaked at $258K in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

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