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Fidelity fund shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 18k 31.28

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