Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GD — General Dynamics Corp
CIK 1694883
Westborough, MA
Position in GD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,227,126
-$2,163,487 QoQ
Shares Held
9,110
-42.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#591
of 2,203 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $19,309,308 across 8 Aerospace & Defense names. GD ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
13,950 | $5,213,533 | |
| 2 | RTX |
RTX Corp
|
26,419 | $5,012,476 | |
| 3 | GD |
General Dynamics Corp
This page
|
9,110 | $3,227,126 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
11,922 | $3,205,348 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
3,749 | $1,049,307 | |
| 6 | BA |
Boeing Co
|
3,939 | $852,675 | |
| 7 | LMT |
Lockheed Martin Corp
|
997 | $507,931 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,410 | $240,912 |
All Filings in GD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,227,126 | 9,110 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,390,613 | 15,706 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,417,218 | 7,180 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,115,564 | 6,204 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,589,547 | 5,450 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,162,826 | 4,266 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,002,579 | 3,805 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,036,546 | 3,430 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $874,481 | 3,014 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $738,993 | 2,616 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $558,290 | 2,150 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $374,102 | 1,693 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $305,728 | 1,421 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $225,471 | 988 | Shares | Sole | 2023-04-20 | |
| 2022-06-30 | $107,748 | 487 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $107,566 | 446 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $530,764 | 2,546 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $533,397 | 2,721 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $523,362 | 2,780 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $499,290 | 2,750 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $407,469 | 2,738 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $334,031 | 2,413 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $323,730 | 2,166 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,790 | 74 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||