Patriot Financial Group Insurance Agency, LLC

Insurance

Position in BDX — Becton Dickinson & Co

CIK 1694883 Westborough, MA

Back to BDX Full portfolio

Position in BDX

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

Position Value

$3,486,945

-$2,518,926 QoQ

Shares Held

23,042

-39.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#398

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BDX Over Time

Shares Held

Position Value (USD)

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,395,639 across 3 Medical Instruments & Supplies names. BDX ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDX	Becton Dickinson & Co This page	23,042	$3,486,945
2	ISRG	Intuitive Surgical Inc	3,139	$1,248,317
3	COO	Cooper Companies, Inc.	9,209	$660,377

All Filings in BDX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,486,945	23,042	-39.7%	Shares	Sole	2026-07-16
2026-03-31	$6,005,871	38,198	+119.5%	Shares	Sole	2026-04-22
2025-12-31	$3,376,624	17,399	+19.4%	Shares	Sole	2026-01-26
2025-09-30	$2,727,815	14,574	+1.9%	Shares	Sole	2025-10-08
2025-06-30	$2,463,347	14,301	+25.3%	Shares	Sole	2025-07-21
2025-03-31	$2,614,490	11,414	+127.7%	Shares	Sole	2025-04-14
2024-12-31	$1,137,299	5,013	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$1,133,410	4,701	+9.1%	Shares	Sole	2024-10-24
2024-06-30	$1,007,290	4,310	+11.5%	Shares	Sole	2024-07-26
2024-03-31	$956,394	3,865	+15.2%	Shares	Sole	2024-04-30
2023-12-31	$818,293	3,356	+17.4%	Shares	Sole	2024-01-19
2023-09-30	$739,137	2,859	+21.1%	Shares	Sole	2023-10-19
2023-06-30	$623,063	2,360	+36.3%	Shares	Sole	2023-07-17
2023-03-31	$428,491	1,731	+41.4%	Shares	Sole	2023-04-20
2022-12-31	$311,263	1,224	+18.5%	Shares	Sole	2023-01-17
2022-09-30	$230,183	1,033	-0.3%	Shares	Sole	2022-11-01
2022-06-30	$255,405	1,036	+15.4%	Shares	Sole	2022-07-29
2022-03-31	$238,867	898	+26.3%	Shares	Sole	2022-05-11
2021-12-31	$178,802	711	+12.1%	Shares	Sole	2022-01-10
2021-09-30	$155,849	634	+56.9%	Shares	Sole	2021-11-24
2021-06-30	$98,248	404	+44.8%	Shares	Sole	2021-07-30
2021-03-31	$67,838	279	-5.1%	Shares	Sole	2021-04-29
2020-12-31	$73,564	294	+5.8%	Shares	Sole	2021-01-15
2020-09-30	$64,685	278	0.0%	Shares	Sole	2020-10-21
2020-06-30	$66,517	278	0.0%	Shares	Sole	2020-07-10
2020-03-31	$63,876	278	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.