Patriot Financial Group Insurance Agency, LLC
InsurancePosition in HD — Home Depot, Inc.
CIK 1694883
Westborough, MA
Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,350,812
-$2,590,256 QoQ
Shares Held
9,501
-47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,402
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $3,644,945 across 2 Home Improvement Retail names. HD ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
9,501 | $3,350,812 | |
| 2 | LOW |
Lowes Companies Inc
|
1,334 | $294,133 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,350,812 | 9,501 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,941,068 | 18,064 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,155,052 | 9,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,890,220 | 7,133 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,197,446 | 3,266 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,171,668 | 3,197 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,203,924 | 3,095 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,269,086 | 3,132 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,184,185 | 3,440 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,290,046 | 3,363 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,086,434 | 3,135 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $940,926 | 3,114 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $830,962 | 2,675 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $780,592 | 2,645 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,048,339 | 3,319 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $875,281 | 3,172 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $734,220 | 2,677 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $819,565 | 2,738 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,297,736 | 3,127 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,129,214 | 3,440 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,056,482 | 3,313 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $759,462 | 2,488 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $725,939 | 2,733 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $649,008 | 2,337 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $559,639 | 2,234 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $508,784 | 2,725 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||