PFGIA
TT icon

Patriot Financial Group Insurance Agency’s Trane Technologies TT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Sell
607
-583
-49% -$273K 0.03% 388
2026
Q1 		$496K Buy
1,190
+622
+110% +$264K 0.03% 444
2025
Q4 		$221K Sell
568
-6
-1% -$2.48K 0.03% 459
2025
Q3 		$242K Sell
574
-122
-18% -$52.1K 0.03% 430
2025
Q2 		$304K Sell
696
-6
-0.9% -$2.37K 0.03% 401
2025
Q1 		$237K Sell
702
-10
-1% -$3.61K 0.03% 425
2024
Q4 		$263K Sell
712
-8
-1% -$3.18K 0.04% 394
2024
Q3 		$280K Sell
720
-16
-2% -$5.55K 0.04% 400
2024
Q2 		$242K Sell
736
-12
-2% -$3.82K 0.04% 416
2024
Q1 		$225K Buy
+748
New +$203K 0.04% 424
2022
Q3 		– Sell
-624
Closed -$81K – 1831
2022
Q2 		$81K Sell
624
-5
-0.8% -$691 0.02% 599
2022
Q1 		$96K Sell
629
-32
-5% -$5.24K 0.02% 600
2021
Q4 		$134K Hold
661
– – 0.02% 563
2021
Q3 		$114K Buy
661
+5
+0.8% +$962 0.02% 608
2021
Q2 		$121K Sell
656
-250
-28% -$44.5K 0.02% 565
2021
Q1 		$150K Buy
906
+157
+21% +$24.3K 0.03% 455
2020
Q4 		$109K Buy
749
+32
+4% +$4.42K 0.03% 480
2020
Q3 		$87K Buy
717
+87
+14% +$9.77K 0.03% 421
2020
Q2 		$56K Buy
630
+7
+1% +$609 0.02% 488
2020
Q1 		$51K Buy
623
+153
+33% +$18.6K 0.02% 452
2019
Q4 		$62K Buy
470
+1
+0.2% +$127 0.02% 435
2019
Q3 		$58K Sell
469
-725
-61% -$88.5K 0.03% 422
2019
Q2 		$150K Buy
1,194
+1,077
+921% +$129K 0.06% 230
2019
Q1 		$13K Buy
117
+50
+75% +$5.07K 0.01% 656
2018
Q4 		$6K Hold
67
– – ﹤0.01% 714
2018
Q3 		$7K Buy
+67
New +$6.55K ﹤0.01% 696

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Trane Technologies (TT) stake by 49% in Q2 2026, selling an estimated $273K and leaving 607 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #388.

Patriot Financial Group Insurance Agency first reported a position in TT in Q3 2018 and has held it in 26 quarters since. The position peaked at $496K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 607 shares of Trane Technologies worth $298K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 583 Trane Technologies shares in Q2 2026, an estimated $273K.
  • Trane Technologies made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #388 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Trane Technologies in Q3 2018 and has held it in 26 quarters since.
  • Patriot Financial Group Insurance Agency's Trane Technologies position peaked at $496K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

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