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Patriot Financial Group Insurance Agency’s Uber UBER Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
16,749
-14,703
-47% -$1.08M 0.12% 191
2026
Q1 		$2.26M Buy
31,452
+16,173
+106% +$1.24M 0.13% 195
2025
Q4 		$1.25M Buy
15,279
+2,230
+17% +$201K 0.15% 172
2025
Q3 		$1.28M Buy
+13,049
New +$1.22M 0.16% 160
2024
Q4 		– Sell
-2,740
Closed -$206K – 537
2024
Q3 		$206K Sell
2,740
-58
-2% -$4.08K 0.03% 464
2024
Q2 		$203K Sell
2,798
-1,357
-33% -$94.3K 0.03% 446
2024
Q1 		$320K Buy
4,155
+617
+17% +$44.3K 0.05% 352
2023
Q4 		$218K Buy
+3,538
New +$185K 0.04% 406
2022
Q3 		– Sell
-8,045
Closed -$165K – 1846
2022
Q2 		$165K Sell
8,045
-1,838
-19% -$48.8K 0.03% 420
2022
Q1 		$353K Sell
9,883
-1,590
-14% -$57.2K 0.06% 303
2021
Q4 		$481K Sell
11,473
-96
-0.8% -$4.14K 0.08% 249
2021
Q3 		$518K Buy
11,569
+3,696
+47% +$161K 0.09% 228
2021
Q2 		$395K Buy
7,873
+990
+14% +$51.7K 0.07% 277
2021
Q1 		$375K Buy
6,883
+2,019
+42% +$113K 0.09% 242
2020
Q4 		$248K Buy
4,864
+3,052
+168% +$137K 0.06% 304
2020
Q3 		$66K Buy
1,812
+222
+14% +$7.33K 0.02% 482
2020
Q2 		$49K Buy
1,590
+516
+48% +$16.1K 0.02% 520
2020
Q1 		$30K Buy
1,074
+735
+217% +$24.2K 0.01% 568
2019
Q4 		$10K Sell
339
-361
-52% -$10.7K ﹤0.01% 844
2019
Q3 		$21K Buy
+700
New +$26.3K 0.01% 642

Other funds holding UBER

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 UBER Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Uber (UBER) stake by 47% in Q2 2026, selling an estimated $1.08M and leaving 16,749 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #191.

Patriot Financial Group Insurance Agency first reported a position in UBER in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.26M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,749 shares of Uber worth $1.21M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,703 Uber shares in Q2 2026, an estimated $1.08M.
  • Uber made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #191 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Uber in Q3 2019 and has held it in 20 quarters since.
  • Patriot Financial Group Insurance Agency's Uber position peaked at $2.26M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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