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Patriot Financial Group Insurance Agency’s Spotify SPOT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-402
Closed -$234K – 717
2025
Q4 		$234K Buy
+402
New +$251K 0.03% 444
2025
Q1 		– Sell
-478
Closed -$214K – 529
2024
Q4 		$214K Buy
+478
New +$205K 0.03% 434
2022
Q2 		– Sell
-20
Closed -$3K – 2164
2022
Q1 		$3K Sell
20
-140
-88% -$23.9K ﹤0.01% 1798
2021
Q4 		$37K Sell
160
-150
-48% -$37.5K 0.01% 989
2021
Q3 		$70K Hold
310
– – 0.01% 754
2021
Q2 		$85K Buy
310
+20
+7% +$5.07K 0.02% 683
2021
Q1 		$78K Sell
290
-225
-44% -$70.1K 0.02% 631
2020
Q4 		$162K Buy
515
+190
+58% +$53.6K 0.04% 390
2020
Q3 		$79K Hold
325
– – 0.03% 449
2020
Q2 		$84K Hold
325
– – 0.03% 391
2020
Q1 		$39K Buy
325
+45
+16% +$6.37K 0.02% 506
2019
Q4 		$42K Buy
280
+26
+10% +$3.57K 0.02% 510
2019
Q3 		$29K Buy
254
+100
+65% +$14.1K 0.01% 554
2019
Q2 		$23K Buy
154
+100
+185% +$13.8K 0.01% 614
2019
Q1 		$7K Buy
54
+4
+8% +$547 ﹤0.01% 783
2018
Q4 		$6K Hold
50
– – ﹤0.01% 711
2018
Q3 		$9K Buy
+50
New +$9.17K 0.01% 655

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Spotify (SPOT) in Q1 2026, closing a stake of 402 shares — an estimated $234K sold.

Patriot Financial Group Insurance Agency first reported a position in SPOT in Q3 2018 and held it in 17 quarters. The position peaked at $234K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 402 Spotify shares in Q1 2026, an estimated $234K.
  • Patriot Financial Group Insurance Agency first reported a position in Spotify in Q3 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Spotify position peaked at $234K in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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