Patriot Financial Group Insurance Agency, LLC REE — REE AUTOMOTIVE LTD

Ownership history in Patriot Financial Group Insurance Agency, LLC  ·  6 quarters on record

AI Ownership Summary

Patriot Financial Group Insurance Agency, LLC reported REE AUTOMOTIVE LTD (REE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows REE at 0.00% 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.

What this REE 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 REE AUTOMOTIVE LTD, 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

REE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

REE stock page Patriot Financial Group Insurance Agency, LLC fund profile Patriot Financial Group Insurance Agency, LLC full holdings
How Patriot Financial Group Insurance Agency, LLC held REE — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 52,900 +37,450 +242.4% 0.00% $32K 2026-04-22 $0.57
2025 Q4 REDUCED — — — 15,450 -2,133 -12.1% 0.00% $11K 2026-01-26 $0.68
2025 Q3 UNCHANGED — — — 17,583 — 0% 0.00% $13K 2025-10-08 $0.83
2025 Q2 REDUCED — — — 17,583 -20,500 -53.8% 0.00% $10K 2025-07-21 $0.70
2025 Q1 ADDED — — — 38,083 +20,000 +110.6% 0.01% $101K 2025-04-14 $2.78
2024 Q4 INITIATED — — — 18,083 — — 0.02% $160K 2025-01-22 $9.39

🏢 Other funds also holding REE

As of 2026 Q2 — sorted by position size

Potomac Capital Management, Inc. 3Y 7Y 0.05% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Clal Insurance Enterprises Holdings Ltd 3Y 7Y 0.0% FULTON BREAKEFIELD BROENNIMAN LLC 3Y 7Y 0.0% StoneX Group Inc. 3Y 7Y 0.0% United Asset Strategies, Inc. 3Y 7Y 0.0% Capital Asset Advisory Services LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.0% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.0%

FAQ About Patriot Financial Group Insurance Agency, LLC and REE

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 REE?

Patriot Financial Group Insurance Agency, LLC reported REE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for REE was 0.02% in 2024 Q4.

What is the latest reported REE position on this page?

The most recent filing on this page is 2026 Q1, when Patriot Financial Group Insurance Agency, LLC reported 52,900 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this REE ownership page compare?

The chart compares Patriot Financial Group Insurance Agency, LLC's quarterly REE 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 REE position?

Based on 13F filing dates vs. subsequent REE price moves, Patriot Financial Group Insurance Agency, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on REE relative to SPY over the holding period was -90.8%.

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