Position in PATK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$259,374
-$37,627 QoQ
Shares Held
2,889
+8.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#213
of 329 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $546,463 across 2 Recreational Vehicles names. PATK ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
3,408 | $287,089 | |
| 2 | PATK |
Patrick Industries Inc
This page
|
2,889 | $259,374 |
All Filings in PATK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,374 | 2,889 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $297,001 | 2,674 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $324,205 | 2,990 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $313,703 | 3,033 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $279,762 | 3,032 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||