Patriot Financial Group Insurance Agency, LLC
InsurancePosition in FTNT — Fortinet, Inc.
CIK 1694883
Westborough, MA
Position in FTNT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,018,940
-$344,328 QoQ
Shares Held
19,652
-52.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#547
of 1,560 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. FTNT ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
13,118 | $239,403 |
All Filings in FTNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,018,940 | 19,652 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,363,268 | 41,156 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,605,987 | 20,224 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,710,943 | 20,349 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,184,915 | 20,667 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,014,336 | 20,926 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,200,344 | 23,289 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,711,993 | 22,076 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,124,819 | 18,663 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $838,095 | 12,269 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $703,764 | 12,024 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $579,171 | 9,870 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,593,210 | 21,077 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,313,249 | 19,760 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $985,866 | 20,165 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,044,503 | 21,260 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,169,508 | 20,670 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,410,702 | 4,128 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,403,457 | 3,905 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,141,876 | 3,910 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,316,476 | 5,527 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,239,671 | 6,722 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $947,175 | 6,377 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $12,016 | 102 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $20,590 | 150 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||