Patriot Financial Group Insurance Agency 13F: Adds $1.2M to IALT Stake

Patriot Financial Group Insurance Agency expanded its investment in iShares Systematic Alternatives Active ETF IALT, according to a Form 13F filing with the Securities and Exchange Commission on October 14, 2026. Keep in mind that 13F filings look backward at holdings from the end of a previous period and may not show the firm's current portfolio. This update follows recent disclosures showing the firm active across multiple asset classes, including a recent stake in short-duration bonds and positions in corporate equities.

What Changed in Patriot Financial Group Insurance Agency's iShares Systematic Alternatives Active ETF Position

The firm grew its stake by 77.8%, purchasing an additional 39,141 shares during the period. That brought its total holdings to 89,442 shares. The value of the investment reached $2,670,731 at the time of the filing. This marks another portfolio adjustment for the firm following its recent moves into various exchange-traded products and individual stocks.

iShares Systematic Alternatives Active ETF Stock Down 0.6%

Shares of the fund recently traded around $29.70 as of October 16, 2026. The stock sits above its 50-day moving average of $29.41 and remains higher than its 200-day moving average of $27.89. Over the past year, the shares have traded between a low of $24.97 and a high of $30.32, carrying a price-to-earnings ratio of 18.20.

About iShares Systematic Alternatives Active ETF

iShares Systematic Alternatives Active ETF seeks to achieve its investment objective by investing in a range of global asset classes and a diversified set of alternative strategies. These non-traditional approaches aim to provide total return across both strong market periods and times of financial stress. Institutional filings like this one help track how professional asset managers allocate capital across alternative strategies.

Bottom Line

Investors looking to follow Patriot Financial Group Insurance Agency's strategy should monitor future SEC filings to see if the firm continues building out its alternative asset allocations. Because 13F reports reflect past activity, subsequent updates will provide a clearer picture of how the firm manages its holdings moving forward. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.