Patriot Financial Group Insurance Agency, LLC
InsurancePosition in VRT — Vertiv Holdings Co
CIK 1694883
Westborough, MA
Position in VRT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$323,749
-$218,743 QoQ
Shares Held
1,292
-64.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $203,587 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
|
546 | $203,587 |
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,749 | 1,292 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $542,492 | 3,596 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $461,762 | 3,596 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $254,649 | 3,527 | Shares | Sole | 2025-04-14 | |
| 2022-06-30 | $8 | 1 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,078 | 77 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $11,935 | 478 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $11,515 | 478 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $38,274 | 1,402 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,040 | 402 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,505 | 402 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $6,962 | 402 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||