Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GSK — GSK plc
CIK 1694883
Westborough, MA
Position in GSK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,553,938
-$1,335,589 QoQ
Shares Held
29,644
-43.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#297
of 1,032 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $18,197,116 across 9 Drug Manufacturers - General names. GSK ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
16,950 | $4,265,298 | |
| 2 | LLY |
ELI LILLY & Co
|
2,874 | $3,447,162 | |
| 3 | NVS |
Novartis AG
|
17,411 | $2,728,651 | |
| 4 | JNJ |
Johnson & Johnson
|
8,891 | $2,258,047 | |
| 5 | AMGN |
Amgen Inc
|
5,594 | $2,025,699 | |
| 6 | GSK |
GSK plc
This page
|
29,644 | $1,553,938 | |
| 7 | MRK |
Merck & Co., Inc.
|
10,279 | $1,320,851 | |
| 8 | PFE |
Pfizer Inc
|
15,207 | $366,184 |
All Filings in GSK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,938 | 29,644 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,889,527 | 52,356 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,178,970 | 24,041 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,023,150 | 23,706 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $830,899 | 21,638 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $782,548 | 20,200 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $605,716 | 17,910 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $670,759 | 16,408 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $596,942 | 15,505 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $658,054 | 15,350 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $537,555 | 14,505 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $525,552 | 14,498 | Shares | Sole | 2023-10-19 | |
| 2022-06-30 | $63,913 | 1,497 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $82,883 | 1,940 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $133,609 | 3,089 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $87,732 | 2,341 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $42,804 | 1,096 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $32,869 | 939 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $59,770 | 1,656 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $495,061 | 13,410 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $796,496 | 19,909 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $61,318 | 1,650 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||