PATRIOT INVESTMENT MANAGEMENT GROUP, INC. EXI — ISHARES GLOBAL INDUSTRIALS

Ownership history in PATRIOT INVESTMENT MANAGEMENT GROUP, INC.  ·  30 quarters on record

AI Ownership Summary

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported ISHARES GLOBAL INDUSTRIALS (EXI) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows EXI at 0.07% 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 EXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s position in ISHARES GLOBAL INDUSTRIALS, 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

EXI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

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

Time in book
Holding Window
2024 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.

EXI stock page PATRIOT INVESTMENT MANAGEMENT GROUP, INC. fund profile PATRIOT INVESTMENT MANAGEMENT GROUP, INC. full holdings
How PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held EXI — position size vs. price
% of Fund (quarterly)    EXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,652 +2 +0.0% 0.07% $1.1M 2026-07-15 $196.35
2026 Q1 UNCHANGED — — — 5,650 — 0% 0.07% $1.0M 2026-04-14 $194.51
2025 Q4 ADDED — — — 5,650 +2 +0.0% 0.06% $991K 2026-01-23 $184.95
2025 Q3 UNCHANGED — — — 5,648 — 0% 0.06% $976K 2025-10-15 $170.07
2025 Q2 ADDED — — — 5,648 +3 +0.1% 0.06% $934K 2025-07-15 $163.31
2025 Q1 UNCHANGED — — — 5,645 — 0% 0.06% $821K 2025-04-16 $138.11
2024 Q4 REDUCED — — — 5,645 -178 -3.1% 0.06% $797K 2025-01-21 $145.72
2024 Q3 REDUCED — — — 5,823 -235 -3.9% 0.06% $866K 2024-10-11 $145.93
2024 Q2 ADDED — — — 6,058 +2 +0.0% 0.06% $818K 2024-07-15 $135.98
2024 Q1 REDUCED — — — 6,056 -180 -2.9% 0.07% $846K 2024-04-17 $129.29
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXI

As of 2026 Q2 — sorted by position size

VIAWEALTH, LLC 3Y 1.26% TriCert Investment Counsel Inc. 1.14% Buttonwood Financial Group, LLC 3Y 0.99% DECISION INVESTMENTS, INC 0.83% Wharton Business Group, LLC 3Y 7Y 0.39% Cambria Investment Management, L.P. 3Y 7Y 0.36% PGIM Custom Harvest LLC 3Y 0.35% FULCRUM WEALTH ADVISORS, LLC 0.33% Intesa Sanpaolo Wealth Management 0.32% Phoenix Financial Ltd. 3Y 0.29%

FAQ About PATRIOT INVESTMENT MANAGEMENT GROUP, INC. and EXI

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

How long has PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported owning EXI?

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported EXI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EXI position in PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for EXI was 0.07% in 2024 Q1.

What is the latest reported EXI position on this page?

The most recent filing on this page is 2026 Q2, when PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported 5,652 shares, equal to 0.07% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EXI ownership page compare?

The chart compares PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s quarterly EXI 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 INVESTMENT MANAGEMENT GROUP, INC. time their EXI position?

Based on 13F filing dates vs. subsequent EXI price moves, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. correctly timed 9 out of 21 reported position changes (43%). The annualised alpha on EXI relative to SPY over the holding period was +35.0%.

← Back to PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Holdings