PFGIA
WPC icon

Patriot Financial Group Insurance Agency’s W.P. Carey WPC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,244
Closed -$220K – 697
2026
Q1 		$220K Buy
+3,244
New +$228K 0.01% 641
2023
Q3 		– Sell
-3,319
Closed -$220K – 497
2023
Q2 		$220K Buy
3,319
+26
+0.8% +$1.81K 0.04% 411
2023
Q1 		$250K Buy
3,293
+23
+0.7% +$1.83K 0.05% 375
2022
Q4 		$250K Sell
3,270
-19
-0.6% -$1.43K 0.03% 353
2022
Q3 		$225K Buy
3,289
+2,501
+317% +$205K 0.05% 348
2022
Q2 		$64K Sell
788
-46
-6% -$3.71K 0.01% 659
2022
Q1 		$66K Sell
834
-214
-20% -$16.4K 0.01% 705
2021
Q4 		$84K Sell
1,048
-842
-45% -$64.4K 0.01% 697
2021
Q3 		$135K Sell
1,890
-89
-4% -$6.78K 0.02% 559
2021
Q2 		$145K Buy
1,979
+90
+5% +$6.59K 0.03% 514
2021
Q1 		$131K Buy
1,889
+15
+0.8% +$1.01K 0.03% 487
2020
Q4 		$130K Buy
1,874
+1,256
+203% +$83.9K 0.03% 432
2020
Q3 		$39K Buy
618
+6
+1% +$404 0.01% 600
2020
Q2 		$41K Sell
612
-1,627
-73% -$101K 0.02% 570
2020
Q1 		$127K Buy
2,239
+56
+3% +$4.25K 0.06% 286
2019
Q4 		$171K Buy
2,183
+3
+0.1% +$251 0.06% 244
2019
Q3 		$191K Sell
2,180
-258
-11% -$22K 0.09% 209
2019
Q2 		$194K Buy
2,438
+264
+12% +$20.9K 0.08% 198
2019
Q1 		$167K Buy
2,174
+104
+5% +$7.49K 0.09% 190
2018
Q4 		$132K Buy
2,070
+1,481
+251% +$96.4K 0.09% 173
2018
Q3 		$37K Buy
589
+154
+35% +$9.91K 0.02% 363
2018
Q2 		$28K Buy
435
+2
+0.5% +$127 0.03% 245
2018
Q1 		$26K Sell
433
-815
-65% -$50.2K 0.02% 426
2017
Q4 		$83K Sell
1,248
-1,223
-49% -$83.7K 0.06% 232
2017
Q3 		$165K Buy
2,471
+513
+26% +$34.1K 0.15% 124
2017
Q2 		$126K Buy
1,958
+2
+0.1% +$126 0.13% 138
2017
Q1 		$119K Buy
1,956
+102
+6% +$6.19K 0.13% 135
2016
Q4 		$111K Buy
+1,854
New +$108K 0.15% 131

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,244 shares — an estimated $220K sold.

Patriot Financial Group Insurance Agency first reported a position in WPC in Q4 2016 and held it in 28 quarters. The position peaked at $250K in Q4 2022. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,244 W.P. Carey shares in Q2 2026, an estimated $220K.
  • Patriot Financial Group Insurance Agency first reported a position in W.P. Carey in Q4 2016 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's W.P. Carey position peaked at $250K in Q4 2022.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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