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Patriot Financial Group Insurance Agency’s Waste Management WM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,778
Closed -$409K – 696
2026
Q1 		$409K Buy
+1,778
New +$409K 0.02% 488
2022
Q3 		– Sell
-201
Closed -$31K – 1947
2022
Q2 		$31K Sell
201
-24
-11% -$3.76K 0.01% 886
2022
Q1 		$36K Sell
225
-560
-71% -$84.9K 0.01% 887
2021
Q4 		$131K Sell
785
-738
-48% -$119K 0.02% 572
2021
Q3 		$227K Buy
1,523
+23
+2% +$3.44K 0.04% 423
2021
Q2 		$210K Buy
1,500
+5
+0.3% +$691 0.04% 421
2021
Q1 		$193K Sell
1,495
-390
-21% -$45.6K 0.04% 400
2020
Q4 		$175K Buy
1,885
+1,677
+806% +$196K 0.04% 371
2020
Q3 		$24K Sell
208
-91
-30% -$10.1K 0.01% 751
2020
Q2 		$32K Sell
299
-1
-0.3% -$101 0.01% 621
2020
Q1 		$28K Buy
300
+93
+45% +$10.7K 0.01% 576
2019
Q4 		$24K Buy
207
+4
+2% +$452 0.01% 640
2019
Q3 		$23K Sell
203
-186
-48% -$21.7K 0.01% 614
2019
Q2 		$45K Sell
389
-67
-15% -$7.27K 0.02% 456
2019
Q1 		$47K Buy
456
+41
+10% +$4K 0.02% 398
2018
Q4 		$37K Buy
415
+110
+36% +$9.88K 0.02% 372
2018
Q3 		$28K Buy
305
+165
+118% +$14.6K 0.02% 416
2018
Q2 		$11K Sell
140
-74
-35% -$6.13K 0.01% 388
2018
Q1 		$18K Hold
214
– – 0.01% 496
2017
Q4 		$20K Sell
214
-29
-12% -$2.36K 0.02% 463
2017
Q3 		$19K Sell
243
-50
-17% -$3.8K 0.02% 424
2017
Q2 		$22K Sell
293
-71
-20% -$5.17K 0.02% 369
2017
Q1 		$27K Sell
364
-50
-12% -$3.57K 0.03% 309
2016
Q4 		$29K Buy
+414
New +$27.7K 0.04% 295

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Waste Management (WM) in Q2 2026, closing a stake of 1,778 shares — an estimated $409K sold.

Patriot Financial Group Insurance Agency first reported a position in WM in Q4 2016 and held it in 24 quarters. The position peaked at $409K in Q1 2026. 1,381 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,778 Waste Management shares in Q2 2026, an estimated $409K.
  • Patriot Financial Group Insurance Agency first reported a position in Waste Management in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Waste Management position peaked at $409K in Q1 2026.
  • 1,381 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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