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Patriot Financial Group Insurance Agency’s Unilever UL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.51M Sell
41,736
-32,530
-44% -$1.88M 0.26% 109
2026
Q1 		$4.23M Buy
74,266
+39,393
+113% +$2.64M 0.24% 115
2025
Q4 		$2.28M Buy
34,873
+2,299
+7% +$155K 0.27% 104
2025
Q3 		$2.17M Buy
32,574
+4,248
+15% +$293K 0.28% 97
2025
Q2 		$1.95M Buy
28,326
+5,384
+23% +$378K 0.22% 116
2025
Q1 		$1.54M Buy
22,942
+6,436
+39% +$415K 0.21% 120
2024
Q4 		$1.05M Buy
16,506
+1,946
+13% +$131K 0.14% 172
2024
Q3 		$1.06M Buy
14,560
+2,006
+16% +$139K 0.14% 170
2024
Q2 		$777K Buy
12,554
+1,085
+9% +$64.1K 0.11% 197
2024
Q1 		$648K Buy
11,469
+1,921
+20% +$106K 0.1% 220
2023
Q4 		$521K Buy
9,548
+2,369
+33% +$128K 0.1% 243
2023
Q3 		$399K Buy
7,179
+1,577
+28% +$91.1K 0.08% 280
2023
Q2 		$329K Buy
5,602
+1,862
+50% +$111K 0.06% 315
2023
Q1 		$218K Buy
+3,740
New +$212K 0.04% 399
2022
Q3 		– Sell
-1,556
Closed -$80K – 1851
2022
Q2 		$80K Buy
1,556
+78
+5% +$3.97K 0.02% 603
2022
Q1 		$76K Buy
1,478
+693
+88% +$38.6K 0.01% 663
2021
Q4 		$47K Sell
785
-716
-48% -$42.5K 0.01% 894
2021
Q3 		$92K Buy
1,501
+496
+49% +$31.6K 0.02% 680
2021
Q2 		$66K Buy
1,005
+86
+9% +$5.72K 0.01% 755
2021
Q1 		$58K Sell
919
-445
-33% -$28.3K 0.01% 724
2020
Q4 		$93K Buy
1,364
+794
+139% +$53.9K 0.02% 522
2020
Q3 		$40K Buy
570
+102
+22% +$6.81K 0.01% 591
2020
Q2 		$29K Buy
468
+15
+3% +$896 0.01% 655
2020
Q1 		$26K Buy
453
+403
+806% +$25.3K 0.01% 599
2019
Q4 		$3K Hold
50
– – ﹤0.01% 1069
2019
Q3 		$3K Hold
50
– – ﹤0.01% 1045
2019
Q2 		$4K Sell
50
-111
-69% -$7.53K ﹤0.01% 1008
2019
Q1 		$10K Hold
161
– – 0.01% 713
2018
Q4 		$9K Hold
161
– – 0.01% 642
2018
Q3 		$10K Buy
161
+87
+118% +$5.49K 0.01% 637
2018
Q2 		$5K Sell
74
-37
-33% -$2.3K 0.01% 490
2018
Q1 		$7K Buy
111
+1
+0.9% +$61 0.01% 668
2017
Q4 		$7K Hold
110
– – 0.01% 661
2017
Q3 		$7K Sell
110
-88
-44% -$5.66K 0.01% 641
2017
Q2 		$12K Sell
198
-107
-35% -$6.38K 0.01% 497
2017
Q1 		$17K Sell
305
-142
-32% -$7.18K 0.02% 401
2016
Q4 		$21K Buy
+447
New +$20.8K 0.03% 336

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Unilever (UL) stake by 44% in Q2 2026, selling an estimated $1.88M and leaving 41,736 shares worth $2.51M. The position accounts for 0.26% of the portfolio, ranked #109.

Patriot Financial Group Insurance Agency first reported a position in UL in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.23M in Q1 2026. 700 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 41,736 shares of Unilever worth $2.51M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 32,530 Unilever shares in Q2 2026, an estimated $1.88M.
  • Unilever made up 0.26% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #109 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Unilever in Q4 2016 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's Unilever position peaked at $4.23M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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