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Patriot Financial Group Insurance Agency, LLC

Insurance

Position in WH — Wyndham Hotels & Resorts, Inc.

CIK 1694883 Westborough, MA

Position in WH

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$839,236
-$698,122 QoQ
Shares Held
9,966
-47.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#205
of 465 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WH Over Time

Shares Held

Position Value (USD)

Position in Lodging

Consumer Cyclical · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $839,236 across 1 Lodging name. WH ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WH
Wyndham Hotels & Resorts, Inc.
This page
9,966 $839,236

All Filings in WH

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $839,236 9,966
2026-03-31 $1,537,358 18,926
2025-12-31 $515,923 6,828
2025-09-30 $447,759 5,604
2025-06-30 $455,994 5,615
2025-03-31 $429,831 4,749
2024-12-31 $441,460 4,380
2024-09-30 $348,816 4,464
2024-06-30 $329,226 4,449
2024-03-31 $304,697 3,970
2023-12-31 $283,766 3,529
2023-09-30 $260,010 3,739
2023-06-30 $246,303 3,592
2023-03-31 $234,828 3,461
2022-12-31 $236,820 3,321
2022-06-30 $165,745 2,522
2022-03-31 $163,959 1,936
2021-12-31 $127,571 1,423
2021-09-30 $105,981 1,373
2021-06-30 $64,699 895
2021-03-31 $28,888 414
2020-12-31 $297 5
2020-09-30 $252 5
2020-06-30 $213 5
2020-03-31 $315 10