Patriot Financial Group Insurance Agency, LLC

Insurance

Position in SCHW — Schwab Charles Corp

CIK 1694883 Westborough, MA

Position in SCHW

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

Position Value

$4,515,140

-$3,895,882 QoQ

Shares Held

48,934

-45.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#673

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $6,682,971 across 4 Capital Markets names. SCHW ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	48,934	$4,515,140
2	MS	Morgan Stanley	4,795	$1,002,346
3	GS	Goldman Sachs Group Inc	902	$912,255
4	LPLA	LPL Financial Holdings Inc.	899	$253,230

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,515,140	48,934	-45.3%	Shares	Sole	2026-07-16
2026-03-31	$8,411,022	89,498	+112.0%	Shares	Sole	2026-04-22
2025-12-31	$4,217,900	42,217	+10.6%	Shares	Sole	2026-01-26
2025-09-30	$3,644,376	38,173	-30.6%	Shares	Sole	2025-10-08
2025-06-30	$5,016,283	54,979	+14.1%	Shares	Sole	2025-07-21
2025-03-31	$3,773,330	48,203	+9.7%	Shares	Sole	2025-04-14
2024-12-31	$3,251,111	43,928	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$2,831,095	43,683	+1.0%	Shares	Sole	2024-10-24
2024-06-30	$3,188,271	43,266	+30.7%	Shares	Sole	2024-07-26
2024-03-31	$2,395,105	33,109	+19.2%	Shares	Sole	2024-04-30
2023-12-31	$1,910,232	27,765	+23.2%	Shares	Sole	2024-01-19
2023-09-30	$1,237,226	22,536	+50.9%	Shares	Sole	2023-10-19
2023-06-30	$846,742	14,939	+29.2%	Shares	Sole	2023-07-17
2023-03-31	$605,460	11,559	+57.0%	Shares	Sole	2023-04-20
2022-12-31	$612,960	7,362	+31.2%	Shares	Sole	2023-01-17
2022-09-30	$403,406	5,613	+71.4%	Shares	Sole	2022-11-01
2022-06-30	$206,914	3,275	+129.5%	Shares	Sole	2022-07-29
2022-03-31	$120,310	1,427	-57.4%	Shares	Sole	2022-05-11
2021-12-31	$281,903	3,352	-7.5%	Shares	Sole	2022-01-10
2021-09-30	$263,826	3,622	+1.0%	Shares	Sole	2021-11-24
2021-06-30	$261,169	3,587	-11.2%	Shares	Sole	2021-07-30
2021-03-31	$263,327	4,040	+0.3%	Shares	Sole	2021-04-29
2020-12-31	$213,645	4,028	+60.2%	Shares	Sole	2021-01-15
2020-09-30	$91,082	2,514	+15.0%	Shares	Sole	2020-10-21
2020-06-30	$73,789	2,187	+21.4%	Shares	Sole	2020-07-10
2020-03-31	$60,583	1,802	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.