PFGIA
SWK icon

Patriot Financial Group Insurance Agency’s Stanley Black & Decker SWK Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
3,656
-3,640
-50% -$285K 0.04% 371
2026
Q1 		$518K Buy
7,296
+3,464
+90% +$278K 0.03% 436
2025
Q4 		$285K Sell
3,832
-1
-0% -$70 0.03% 396
2025
Q3 		$285K Sell
3,833
-4
-0.1% -$293 0.04% 389
2025
Q2 		$260K Buy
3,837
+42
+1% +$2.71K 0.03% 438
2025
Q1 		$292K Sell
3,795
-100
-3% -$8.43K 0.04% 384
2024
Q4 		$313K Sell
3,895
-163
-4% -$15.1K 0.04% 366
2024
Q3 		$447K Sell
4,058
-16
-0.4% -$1.54K 0.06% 309
2024
Q2 		$325K Sell
4,074
-86
-2% -$7.57K 0.05% 351
2024
Q1 		$407K Hold
4,160
– – 0.06% 303
2023
Q4 		$408K Buy
4,160
+2
+0% +$176 0.08% 278
2023
Q3 		$348K Buy
4,158
+147
+4% +$13.6K 0.07% 305
2023
Q2 		$376K Sell
4,011
-6
-0.1% -$497 0.07% 292
2023
Q1 		$324K Hold
4,017
– – 0.07% 315
2022
Q4 		$302K Hold
4,017
– – 0.04% 311
2022
Q3 		$302K Buy
4,017
+21
+0.5% +$2.02K 0.07% 299
2022
Q2 		$419K Sell
3,996
-91
-2% -$11.2K 0.09% 232
2022
Q1 		$571K Sell
4,087
-59
-1% -$9.74K 0.1% 215
2021
Q4 		$782K Sell
4,146
-122
-3% -$22.5K 0.13% 168
2021
Q3 		$748K Buy
4,268
+1
+0% +$195 0.13% 173
2021
Q2 		$875K Buy
4,267
+1
+0% +$207 0.16% 139
2021
Q1 		$852K Buy
4,266
+48
+1% +$8.7K 0.2% 121
2020
Q4 		$753K Sell
4,218
-18
-0.4% -$3.19K 0.19% 116
2020
Q3 		$687K Sell
4,236
-25
-0.6% -$3.89K 0.22% 100
2020
Q2 		$594K Sell
4,261
-92
-2% -$11.1K 0.23% 99
2020
Q1 		$435K Buy
4,353
+1,097
+34% +$157K 0.2% 105
2019
Q4 		$540K Buy
3,256
+1
+0% +$155 0.2% 102
2019
Q3 		$470K Buy
3,255
+2
+0.1% +$283 0.21% 93
2019
Q2 		$474K Buy
3,253
+2
+0.1% +$282 0.2% 82
2019
Q1 		$443K Buy
3,251
+2
+0.1% +$261 0.23% 75
2018
Q4 		$389K Buy
3,249
+90
+3% +$11.2K 0.26% 66
2018
Q3 		$463K Buy
3,159
+1,640
+108% +$233K 0.28% 56
2018
Q2 		$202K Sell
1,519
-99
-6% -$14.2K 0.22% 75
2018
Q1 		$243K Buy
1,618
+1
+0.1% +$162 0.18% 115
2017
Q4 		$279K Buy
1,617
+1
+0.1% +$164 0.21% 96
2017
Q3 		$253K Buy
1,616
+1
+0.1% +$144 0.23% 88
2017
Q2 		$236K Buy
1,615
+1
+0.1% +$137 0.25% 79
2017
Q1 		$212K Buy
1,614
+1
+0.1% +$125 0.22% 83
2016
Q4 		$194K Buy
+1,613
New +$192K 0.27% 82

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Stanley Black & Decker (SWK) stake by 50% in Q2 2026, selling an estimated $285K and leaving 3,656 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #371.

Patriot Financial Group Insurance Agency first reported a position in SWK in Q4 2016 and has held it in 39 quarters since. The position peaked at $875K in Q2 2021. 388 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,656 shares of Stanley Black & Decker worth $344K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,640 Stanley Black & Decker shares in Q2 2026, an estimated $285K.
  • Stanley Black & Decker made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #371 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Stanley Black & Decker in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Stanley Black & Decker position peaked at $875K in Q2 2021.
  • 388 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

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