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Patriot Financial Group Insurance Agency’s Valmont Industries VMI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
2,392
-638
-21% -$321K 0.14% 178
2026
Q1 		$1.21M Buy
3,030
+551
+22% +$241K 0.07% 278
2025
Q4 		$997K Hold
2,479
– – 0.12% 208
2025
Q3 		$961K Buy
2,479
+918
+59% +$334K 0.12% 202
2025
Q2 		$510K Buy
+1,561
New +$479K 0.06% 308

Other funds holding VMI

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
RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Valmont Industries (VMI) stake by 21% in Q2 2026, selling an estimated $321K and leaving 2,392 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #178.

Patriot Financial Group Insurance Agency first reported a position in VMI in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,392 shares of Valmont Industries worth $1.38M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 638 Valmont Industries shares in Q2 2026, an estimated $321K.
  • Valmont Industries made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #178 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Valmont Industries in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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