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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
2024
Q1 		– Sell
-4,000
Closed -$246K – 513
2023
Q4 		$246K Buy
+4,000
New +$209K 0.05% 380

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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. 1,802 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.
  • 1,802 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.