Patriot Financial Group Insurance Agency, LLC
InsurancePosition in META — Meta Platforms, Inc.
CIK 1694883
Westborough, MA
Position in META
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,537,062
-$8,892,389 QoQ
Shares Held
16,931
-47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#1,459
of 5,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $13,904,678 across 3 Internet Content & Information names. META ranks #1 (68.6% of the industry book) .
All Filings in META
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,537,062 | 16,931 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,429,451 | 32,212 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,960,061 | 13,574 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,971,186 | 12,216 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $11,414,561 | 15,465 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,520,345 | 13,048 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,094,039 | 12,116 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,857,258 | 11,979 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,738,900 | 13,365 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,365,659 | 11,050 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,964,352 | 11,200 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,968,176 | 9,887 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,431,007 | 8,471 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,732,821 | 8,176 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,114,348 | 9,260 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,138,355 | 8,390 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,201,473 | 7,451 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,498,928 | 6,741 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,914,809 | 8,666 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,178,047 | 9,364 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $3,006,996 | 8,648 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,306,169 | 7,830 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,376,492 | 8,700 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,688,207 | 6,446 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,490,260 | 6,563 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,023,818 | 6,138 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||