Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1694883
Westborough, MA
Position in BAI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,695,340
+$3,966,406 QoQ
Shares Held
233,546
+108.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,695,340 | 233,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,728,934 | 111,980 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,935,812 | 85,943 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,858,026 | 64,403 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,045,685 | 47,770 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||