Trust Point Inc’s Patrick Industries PATK Stock Holding History

Trust Point Inc’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,069	Closed	-$230K	–	546
2026 Q1	$230K	Sell	2,069 -20	-1%	-$2.47K	0.02%	469
2025 Q4	$227K	Buy	2,089 +6	+0.3%	+$630	0.02%	438
2025 Q3	$215K	Buy	+2,083	New	+$219K	0.02%	451
2025 Q2	–	Sell	-3,410	Closed	-$288K	–	452
2025 Q1	$288K	Sell	3,410 -3,915	-53%	-$352K	0.03%	352
2024 Q4	$607K	Sell	7,325 -6,121	-46%	-$546K	0.04%	253
2024 Q3	$1.28M	Buy	13,446 +144	+1%	+$12.1K	0.1%	121
2024 Q2	$963K	Buy	13,302 +573	+5%	+$41.9K	0.08%	160
2024 Q1	$1.01M	Buy	12,729 +3,807	+43%	+$273K	0.08%	159
2023 Q4	$597K	Buy	+8,922	New	+$490K	0.05%	232

Other funds holding PATK

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Trust Point Inc's PATK Position: Q2 2026 in Review

Trust Point Inc sold out of Patrick Industries (PATK) in Q2 2026, closing a stake of 2,069 shares — an estimated $230K sold.

Trust Point Inc first reported a position in PATK in Q4 2023 and held it in 9 quarters. The position peaked at $1.28M in Q3 2024. 25 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Trust Point Inc reported no remaining Patrick Industries position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 2,069 Patrick Industries shares in Q2 2026, an estimated $230K.
Trust Point Inc first reported a position in Patrick Industries in Q4 2023 and held it in 9 quarters.
Trust Point Inc's Patrick Industries position peaked at $1.28M in Q3 2024.
25 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.