Patriot Financial Group Insurance Agency, LLC EC — ECOPETROL S A SPONSORED ADS

Ownership history in Patriot Financial Group Insurance Agency, LLC  ·  14 quarters on record

AI Ownership Summary

Patriot Financial Group Insurance Agency, LLC reported ECOPETROL S A SPONSORED ADS (EC) in 14 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows EC at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Patriot Financial Group Insurance Agency, LLC's position in ECOPETROL S A SPONSORED ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Patriot Financial Group Insurance Agency, LLC held EC — position size vs. price
% of Fund (quarterly)    EC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 42,960 +21,230 +97.7% 0.04% $644K 2026-04-22 $13.64
2025 Q4 ADDED — — — 21,730 +550 +2.6% 0.03% $218K 2026-01-26 $12.08
2025 Q3 ADDED — — — 21,180 +1,400 +7.1% 0.02% $195K 2025-10-08 $8.59
2025 Q2 ADDED — — — 19,780 +19,505 +7092.7% 0.02% $175K 2025-07-21 $8.42
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EC

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About Patriot Financial Group Insurance Agency, LLC and EC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Patriot Financial Group Insurance Agency, LLC reported owning EC?

Patriot Financial Group Insurance Agency, LLC reported EC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EC position in Patriot Financial Group Insurance Agency, LLC's portfolio?

The largest reported portfolio weight for EC was 0.04% in 2026 Q1.

What is the latest reported EC position on this page?

The most recent filing on this page is 2026 Q1, when Patriot Financial Group Insurance Agency, LLC reported 42,960 shares, equal to 0.04% of portfolio, with an estimated market value of $644K.

What does the chart on this EC ownership page compare?

The chart compares Patriot Financial Group Insurance Agency, LLC's quarterly EC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Patriot Financial Group Insurance Agency, LLC time their EC position?

Based on 13F filing dates vs. subsequent EC price moves, Patriot Financial Group Insurance Agency, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on EC relative to SPY over the holding period was +6.0%.

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