Patriot Financial Group Insurance Agency, LLC SFLO — VICTORY PORTFOLIOS II

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

AI Ownership Summary

Patriot Financial Group Insurance Agency, LLC reported VICTORY PORTFOLIOS II (SFLO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2025 Q3. The latest visible filing shows SFLO at 0.27% 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 SFLO 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 VICTORY PORTFOLIOS II, 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 Q2

SFLO was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

SFLO 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 SFLO — position size vs. price
% of Fund (quarterly)    SFLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 75,691 -58,167 -43.5% 0.27% $2.6M 2026-07-16 $36.73
2026 Q1 ADDED — — — 133,858 +61,191 +84.2% 0.23% $4.0M 2026-04-22 $32.23
2025 Q4 REDUCED — — — 72,667 -624 -0.9% 0.25% $2.1M 2026-01-26 $30.02
2025 Q3 REDUCED — — — 73,291 -3,181 -4.2% 0.27% $2.1M 2025-10-08 $28.88
2025 Q2 REDUCED — — — 76,472 -2,568 -3.2% 0.23% $2.0M 2025-07-21 $26.54
2025 Q1 INITIATED — — — 79,040 — — 0.26% $1.9M 2025-04-14 $21.86

🏢 Other funds also holding SFLO

As of 2026 Q2 — sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 6.47% IAG Wealth Partners, LLC 3Y 1.12% Tradition Wealth Management, LLC 3Y 0.84% Triumph Capital Management 3Y 0.61% MILLINGTON SECURITIES, LLC 0.47% WBI INVESTMENTS, LLC 3Y 7Y 0.44% Atlas Wealth LLC 3Y 0.26% GWN SECURITIES INC. 0.13% Blue Water Asset Management 0.11% XCELSIOR ADVISOR PARTNERS LLC 0.1%

FAQ About Patriot Financial Group Insurance Agency, LLC and SFLO

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 SFLO?

Patriot Financial Group Insurance Agency, LLC reported SFLO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for SFLO was 0.27% in 2025 Q3.

What is the latest reported SFLO position on this page?

The most recent filing on this page is 2026 Q2, when Patriot Financial Group Insurance Agency, LLC reported 75,691 shares, equal to 0.27% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SFLO ownership page compare?

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

Based on 13F filing dates vs. subsequent SFLO price moves, Patriot Financial Group Insurance Agency, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SFLO relative to SPY over the holding period was +14.9%.

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