Patriot Financial Group Insurance Agency, LLC

Insurance

Position in ADP — Automatic Data Processing Inc

CIK 1694883 Westborough, MA

Position in ADP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$347,570

-$369,655 QoQ

Shares Held

1,552

-56.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,680

of 2,277 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names. ADP ranks #5 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	16,749	$1,208,607
2	NOW	ServiceNow, Inc.	9,177	$911,092
3	INTU	Intuit Inc.	1,813	$473,193
4	ADBE	Adobe Inc.	2,281	$467,650
5	ADP	Automatic Data Processing Inc This page	1,552	$347,570

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,570	1,552	-56.0%	Shares	Sole	2026-07-16
2026-03-31	$717,225	3,530	+122.0%	Shares	Sole	2026-04-22
2025-12-31	$408,995	1,590	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$463,436	1,579	-8.3%	Shares	Sole	2025-10-08
2025-06-30	$531,064	1,722	+3.0%	Shares	Sole	2025-07-21
2025-03-31	$510,846	1,672	+6.2%	Shares	Sole	2025-04-14
2024-12-31	$461,049	1,575	-0.6%	Shares	Sole	2025-01-22
2024-09-30	$438,617	1,585	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$377,607	1,582	-4.2%	Shares	Sole	2024-07-26
2024-03-31	$412,570	1,652	+9.8%	Shares	Sole	2024-04-30
2023-12-31	$350,386	1,504	+0.7%	Shares	Sole	2024-01-19
2023-09-30	$359,426	1,494	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$327,706	1,491	-14.2%	Shares	Sole	2023-07-17
2023-03-31	$386,930	1,738	+4.3%	Shares	Sole	2023-04-20
2022-12-31	$397,940	1,666	+164.9%	Shares	Sole	2023-01-17
2022-06-30	$132,115	629	-1.1%	Shares	Sole	2022-07-29
2022-03-31	$144,715	636	-28.8%	Shares	Sole	2022-05-11
2021-12-31	$220,195	893	-11.0%	Shares	Sole	2022-01-10
2021-09-30	$200,519	1,003	-9.7%	Shares	Sole	2021-11-24
2021-06-30	$220,666	1,111	+17.9%	Shares	Sole	2021-07-30
2021-03-31	$177,538	942	-0.1%	Shares	Sole	2021-04-29
2020-12-31	$166,156	943	+89.0%	Shares	Sole	2021-01-15
2020-09-30	$69,605	499	-2.2%	Shares	Sole	2020-10-21
2020-06-30	$75,933	510	0.0%	Shares	Sole	2020-07-10
2020-03-31	$69,706	510	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.