Patriot Financial Group Insurance Agency, LLC

Insurance

Position in LLY — ELI LILLY & Co

CIK 1694883 Westborough, MA

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,447,162

+$205,893 QoQ

Shares Held

2,874

-18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#2,005

of 4,605 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $18,197,116 across 9 Drug Manufacturers - General names. LLY ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	16,950	$4,265,298
2	LLY	ELI LILLY & Co This page	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	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 LLY

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,447,162	2,874	-18.4%	Shares	Sole	2026-07-16
2026-03-31	$3,241,269	3,524	+110.4%	Shares	Sole	2026-04-22
2025-12-31	$1,800,089	1,675	+8.6%	Shares	Sole	2026-01-26
2025-09-30	$1,176,546	1,542	+18.4%	Shares	Sole	2025-10-08
2025-06-30	$1,014,948	1,302	+11.0%	Shares	Sole	2025-07-21
2025-03-31	$968,792	1,173	+1.2%	Shares	Sole	2025-04-14
2024-12-31	$894,748	1,159	-34.3%	Shares	Sole	2025-01-22
2024-09-30	$1,561,912	1,763	-13.0%	Shares	Sole	2024-10-24
2024-06-30	$1,835,205	2,027	-7.9%	Shares	Sole	2024-07-26
2024-03-31	$1,713,067	2,202	+9.7%	Shares	Sole	2024-04-30
2023-12-31	$1,169,920	2,007	-6.2%	Shares	Sole	2024-01-19
2023-09-30	$1,149,458	2,140	+196.4%	Shares	Sole	2023-10-19
2023-06-30	$338,603	722	+1.1%	Shares	Sole	2023-07-17
2023-03-31	$245,201	714	+41.9%	Shares	Sole	2023-04-20
2022-06-30	$163,087	503	-29.0%	Shares	Sole	2022-07-29
2022-03-31	$202,749	708	+9.1%	Shares	Sole	2022-05-11
2021-12-31	$179,266	649	+0.5%	Shares	Sole	2022-01-10
2021-09-30	$149,258	646	+21.4%	Shares	Sole	2021-11-24
2021-06-30	$122,104	532	-52.9%	Shares	Sole	2021-07-30
2021-03-31	$210,919	1,129	+83.6%	Shares	Sole	2021-04-29
2020-12-31	$103,836	615	+9.2%	Shares	Sole	2021-01-15
2020-09-30	$83,335	563	+1.6%	Shares	Sole	2020-10-21
2020-06-30	$90,955	554	+87.8%	Shares	Sole	2020-07-10
2020-03-31	$40,922	295	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.