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Patriot Financial Group Insurance Agency’s Tesla TSLA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.73M Sell
16,007
-11,303
-41% -$4.5M 0.69% 30
2026
Q1 		$10.2M Buy
27,310
+14,627
+115% +$6.03M 0.57% 40
2025
Q4 		$5.7M Buy
12,683
+669
+6% +$297K 0.68% 32
2025
Q3 		$5.34M Sell
12,014
-3,215
-21% -$1.12M 0.68% 37
2025
Q2 		$4.84M Buy
15,229
+1,198
+9% +$361K 0.56% 44
2025
Q1 		$3.64M Buy
14,031
+1,310
+10% +$437K 0.49% 53
2024
Q4 		$5.14M Buy
12,721
+2,638
+26% +$849K 0.69% 31
2024
Q3 		$2.64M Sell
10,083
-25
-0.2% -$5.7K 0.35% 65
2024
Q2 		$2M Buy
10,108
+1,115
+12% +$195K 0.29% 79
2024
Q1 		$1.58M Sell
8,993
-807
-8% -$158K 0.25% 95
2023
Q4 		$2.44M Sell
9,800
-241
-2% -$57.3K 0.46% 46
2023
Q3 		$2.51M Buy
10,041
+15
+0.1% +$3.85K 0.52% 41
2023
Q2 		$2.62M Buy
10,026
+779
+8% +$156K 0.49% 41
2023
Q1 		$1.92M Buy
9,247
+914
+11% +$159K 0.39% 53
2022
Q4 		$1.03M Buy
8,333
+1,403
+20% +$266K 0.14% 105
2022
Q3 		$1.84M Buy
6,930
+123
+2% +$34.4K 0.45% 47
2022
Q2 		$1.53M Buy
6,807
+510
+8% +$139K 0.31% 63
2022
Q1 		$2.26M Sell
6,297
-1,506
-19% -$469K 0.4% 45
2021
Q4 		$2.75M Sell
7,803
-1,779
-19% -$597K 0.46% 36
2021
Q3 		$2.48M Buy
9,582
+120
+1% +$28.2K 0.44% 36
2021
Q2 		$2.14M Buy
9,462
+1,293
+16% +$281K 0.39% 48
2021
Q1 		$1.82M Sell
8,169
-3,930
-32% -$987K 0.42% 37
2020
Q4 		$2.85M Buy
12,099
+5,949
+97% +$1.02M 0.71% 18
2020
Q3 		$879K Buy
6,150
+2,535
+70% +$299K 0.29% 76
2020
Q2 		$260K Buy
3,615
+150
+4% +$8.12K 0.1% 197
2020
Q1 		$121K Buy
3,465
+585
+20% +$24.3K 0.06% 292
2019
Q4 		$80K Sell
2,880
-2,565
-47% -$55.6K 0.03% 386
2019
Q3 		$87K Hold
5,445
– – 0.04% 335
2019
Q2 		$82K Buy
5,445
+2,040
+60% +$31.7K 0.04% 349
2019
Q1 		$64K Buy
3,405
+1,200
+54% +$24.1K 0.03% 348
2018
Q4 		$49K Sell
2,205
-1,500
-40% -$32.3K 0.03% 330
2018
Q3 		$65K Buy
3,705
+2,655
+253% +$55.3K 0.04% 264
2018
Q2 		$24K Sell
1,050
-210
-17% -$4.27K 0.03% 264
2018
Q1 		$21K Buy
1,260
+300
+31% +$6.6K 0.02% 465
2017
Q4 		$22K Hold
960
– – 0.02% 435
2017
Q3 		$22K Hold
960
– – 0.02% 386
2017
Q2 		$20K Buy
960
+210
+28% +$4.62K 0.02% 391
2017
Q1 		$15K Hold
750
– – 0.02% 424
2016
Q4 		$12K Buy
+750
New +$9.86K 0.02% 437

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Tesla (TSLA) stake by 41% in Q2 2026, selling an estimated $4.5M and leaving 16,007 shares worth $6.73M. The position accounts for 0.69% of the portfolio, ranked #30.

Patriot Financial Group Insurance Agency first reported a position in TSLA in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.2M in Q1 2026. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,007 shares of Tesla worth $6.73M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 11,303 Tesla shares in Q2 2026, an estimated $4.5M.
  • Tesla made up 0.69% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #30 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Tesla in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Tesla position peaked at $10.2M in Q1 2026.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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