Steward Partners Investment Advisory, LLC
Position in PATK — Patrick Industries Inc
CIK 1723397
STAMFORD, CT
Position in PATK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,946
+$22,614 QoQ
Shares Held
289
+863.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 330 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $633,251 across 8 Recreational Vehicles names. PATK ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
5,049 | $345,553 | |
| 2 | LCII |
Lci Industries
|
1,702 | $180,207 | |
| 3 | THO |
Thor Industries Inc
|
586 | $44,043 | |
| 4 | PATK |
Patrick Industries Inc
This page
|
289 | $25,946 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
758 | $18,540 | |
| 6 | BC |
Brunswick Corp
|
189 | $15,921 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
85 | $2,331 | |
| 8 | KNDI |
Kandi Technologies Group, Inc.
|
1,000 | $710 |
All Filings in PATK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,946 | 289 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,332 | 30 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,252 | 30 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,344 | 42 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,107 | 12 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,014 | 12 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $996 | 12 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||