Patriot Financial Group Insurance Agency, LLC
InsurancePosition in DMB — BNY Mellon Municipal Bond Infrastructure Fund, Inc.
CIK 1694883
Westborough, MA
Position in DMB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$124,540
+$16,690 QoQ
Shares Held
11,816
+57.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DMB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in DMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,540 | 11,816 | Shares | Sole | 2026-04-22 | |
| 2021-12-31 | $107,850 | 7,500 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $117,000 | 7,500 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $110,175 | 7,500 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $105,825 | 7,500 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $105,150 | 7,500 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||