Patriot Financial Group Insurance Agency, LLC

Insurance

Position in MSFT — Microsoft Corp

CIK 1694883 Westborough, MA

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Position in MSFT

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

Position Value

$19,590,637

-$17,041,386 QoQ

Shares Held

52,519

-46.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.25%

of 13F equity value

Holder Rank

#1,716

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. MSFT ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	52,519	$19,590,637
2	PLTR	Palantir Technologies Inc.	44,402	$5,180,381
3	FTNT	Fortinet, Inc.	19,652	$3,018,940
4	ORCL	Oracle Corp	18,638	$2,731,398
5	PANW	Palo Alto Networks Inc	2,756	$939,851
6	PATH	UiPath, Inc.	85,374	$928,015
7	VRSN	Verisign Inc/Ca	2,400	$603,744
8	PGY	Pagaya Technologies Ltd.	13,118	$239,403

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,590,637	52,519	-46.9%	Shares	Sole	2026-07-16
2026-03-31	$36,632,023	98,960	+121.1%	Shares	Sole	2026-04-22
2025-12-31	$21,646,831	44,760	+6.8%	Shares	Sole	2026-01-26
2025-09-30	$21,700,551	41,897	+1.0%	Shares	Sole	2025-10-08
2025-06-30	$20,624,110	41,463	+6.8%	Shares	Sole	2025-07-21
2025-03-31	$14,570,762	38,815	+7.3%	Shares	Sole	2025-04-14
2024-12-31	$15,249,870	36,180	+3.5%	Shares	Sole	2025-01-22
2024-09-30	$15,044,148	34,962	-3.0%	Shares	Sole	2024-10-24
2024-06-30	$16,105,843	36,035	+21.8%	Shares	Sole	2024-07-26
2024-03-31	$12,444,056	29,578	+1.0%	Shares	Sole	2024-04-30
2023-12-31	$11,007,442	29,272	+3.1%	Shares	Sole	2024-01-19
2023-09-30	$8,960,985	28,380	+8.8%	Shares	Sole	2023-10-19
2023-06-30	$8,883,666	26,087	+3.1%	Shares	Sole	2023-07-17
2023-03-31	$7,291,971	25,293	+6.2%	Shares	Sole	2023-04-20
2022-12-31	$5,713,711	23,825	+0.9%	Shares	Sole	2023-01-17
2022-09-30	$5,496,905	23,602	+2.6%	Shares	Sole	2022-11-01
2022-06-30	$5,910,171	23,012	+0.7%	Shares	Sole	2022-07-29
2022-03-31	$7,042,725	22,843	+3.5%	Shares	Sole	2022-05-11
2021-12-31	$7,425,945	22,080	-2.7%	Shares	Sole	2022-01-10
2021-09-30	$6,397,046	22,691	-3.5%	Shares	Sole	2021-11-24
2021-06-30	$6,367,775	23,506	+10.7%	Shares	Sole	2021-07-30
2021-03-31	$5,008,226	21,242	-5.0%	Shares	Sole	2021-04-29
2020-12-31	$4,971,309	22,351	+25.2%	Shares	Sole	2021-01-15
2020-09-30	$3,753,759	17,847	+3.4%	Shares	Sole	2020-10-21
2020-06-30	$3,512,582	17,260	+8.3%	Shares	Sole	2020-07-10
2020-03-31	$2,513,739	15,939	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.