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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
2023
Q1 		– Sell
-1,100
Closed -$135K – 489
2022
Q4 		$135K Buy
+1,100
New +$208K 0.02% 403

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

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. 3,442 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.
  • 3,442 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.