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Patriot Financial Group Insurance Agency’s Wyndham Hotels & Resorts WH Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839K Sell
9,966
-8,960
-47% -$743K 0.09% 254
2026
Q1 		$1.54M Buy
18,926
+12,098
+177% +$948K 0.09% 244
2025
Q4 		$516K Buy
6,828
+1,224
+22% +$92.3K 0.06% 286
2025
Q3 		$448K Sell
5,604
-11
-0.2% -$947 0.06% 307
2025
Q2 		$456K Buy
5,615
+866
+18% +$72.5K 0.05% 327
2025
Q1 		$430K Buy
4,749
+369
+8% +$37.4K 0.06% 317
2024
Q4 		$441K Sell
4,380
-84
-2% -$7.8K 0.06% 303
2024
Q3 		$349K Buy
4,464
+15
+0.3% +$1.14K 0.05% 354
2024
Q2 		$329K Buy
4,449
+479
+12% +$34.5K 0.05% 347
2024
Q1 		$305K Buy
3,970
+441
+12% +$34.6K 0.05% 360
2023
Q4 		$284K Sell
3,529
-210
-6% -$15.8K 0.05% 345
2023
Q3 		$260K Buy
3,739
+147
+4% +$10.9K 0.05% 361
2023
Q2 		$246K Buy
3,592
+131
+4% +$8.95K 0.05% 383
2023
Q1 		$235K Buy
3,461
+140
+4% +$10.3K 0.05% 389
2022
Q4 		$237K Buy
+3,321
New +$235K 0.03% 361
2022
Q3 		– Sell
-2,522
Closed -$166K – 1940
2022
Q2 		$166K Buy
2,522
+586
+30% +$46.2K 0.03% 417
2022
Q1 		$164K Buy
1,936
+513
+36% +$43.7K 0.03% 451
2021
Q4 		$128K Buy
1,423
+50
+4% +$4.18K 0.02% 581
2021
Q3 		$106K Buy
1,373
+478
+53% +$34.3K 0.02% 636
2021
Q2 		$65K Buy
895
+481
+116% +$35.5K 0.01% 760
2021
Q1 		$29K Buy
414
+409
+8,180% +$26.1K 0.01% 966
2020
Q4 		$0 Hold
5
– – ﹤0.01% 2012
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1867
2020
Q2 		$0 Sell
5
-5
-50% -$204 ﹤0.01% 1858
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1764
2019
Q4 		$1K Sell
10
-1
-9% -$56 ﹤0.01% 1273
2019
Q3 		$1K Sell
11
-35
-76% -$1.91K ﹤0.01% 1251
2019
Q2 		$3K Buy
46
+11
+31% +$602 ﹤0.01% 1068
2019
Q1 		$2K Buy
+35
New +$1.77K ﹤0.01% 1052

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Wyndham Hotels & Resorts (WH) stake by 47% in Q2 2026, selling an estimated $743K and leaving 9,966 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #254.

Patriot Financial Group Insurance Agency first reported a position in WH in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.54M in Q1 2026. 221 funds tracked by Wall St. Rank hold WH as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,966 shares of Wyndham Hotels & Resorts worth $839K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,960 Wyndham Hotels & Resorts shares in Q2 2026, an estimated $743K.
  • Wyndham Hotels & Resorts made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #254 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Wyndham Hotels & Resorts in Q1 2019 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's Wyndham Hotels & Resorts position peaked at $1.54M in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

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