Patriot Financial Group Insurance Agency, LLC
InsurancePosition in TSLA — Tesla, Inc.
CIK 1694883
Westborough, MA
Position in TSLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,732,544
-$3,419,948 QoQ
Shares Held
16,007
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#1,031
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Dec 31, 2022CallValue
$135,498
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $7,854,426 across 2 Auto Manufacturers names. TSLA ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
16,007 | $6,732,544 | |
| 2 | F |
Ford Motor Co
|
80,711 | $1,121,882 |
All Filings in TSLA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,732,544 | 16,007 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,152,492 | 27,310 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,703,798 | 12,683 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,342,866 | 12,014 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,837,644 | 15,229 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,636,273 | 14,031 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,137,248 | 12,721 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,638,015 | 10,083 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,000,171 | 10,108 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,580,879 | 8,993 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,435,104 | 9,800 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,512,459 | 10,041 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,624,506 | 10,026 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,918,382 | 9,247 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $135,498 | 1,100 | Call | Sole | 2023-01-17 | |
| 2022-12-31 | $1,026,458 | 8,333 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,838,182 | 6,930 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,527,989 | 2,269 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,261,882 | 2,099 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,748,684 | 2,601 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,476,882 | 3,194 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $2,143,774 | 3,154 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,818,773 | 2,723 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,845,966 | 4,033 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $879,470 | 2,050 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $260,234 | 241 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $121,043 | 231 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||