Patriot Financial Group Insurance Agency, LLC
InsurancePosition in IP — International Paper Co /New/
CIK 1694883
Westborough, MA
Position in IP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$565,556
+$500,385 QoQ
Shares Held
14,844
+852.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#415
of 850 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $565,556 across 1 Packaging & Containers name. IP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
This page
|
14,844 | $565,556 |
All Filings in IP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,556 | 14,844 | Shares | Sole | 2026-07-16 | |
| 2022-06-30 | $65,171 | 1,558 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $46,519 | 1,008 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $45,053 | 959 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $53,627 | 959 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $58,796 | 959 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $56,449 | 1,044 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $43,455 | 874 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $21,851 | 539 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $18,978 | 539 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,144 | 101 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||