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HANCOCK JOHN PATRIOT SELECT DIVIDEND TRUST hedge fund holdings

DIV
$19.00+0.16 (+0.85%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DIV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253818$26.4M$8.86M118Aug 14, 2025
Q3 20253535$12.7M$20.4M116Nov 14, 2025
Q4 20254233$18.1M$23.2M127Feb 14, 2026
Q1 20264142$40.8M$38.7M121May 15, 2026
Q2 20264227$28.7M$10.2M121Aug 14, 2026

Quarterly action breakdown

Q2 2026
121 filers
New position
12
$5.85M+307K sh
Increased
30
$22.9M+1.2M sh
Reduced
15
-$6.02M-316K sh
Out / sold
12
-$4.19M-220K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Proficio Capital Partners LLCNew Buy+$4.02M$4.02M0.14%Aug 17, 2026
Stratos Wealth Partners, LTD.Sell 100%-$1.21M$00.00%Aug 11, 2026
Point Nemo Capital, LLCNew Buy+$914K$914K0.46%Aug 7, 2026
Global X Japan Co., Ltd.Added 5.73%+$811K$15M0.55%Jul 14, 2026
Keeler Thomas Management LLCAdded 3.83%+$442K$12M4.24%Jul 30, 2026
World Investment AdvisorsSell 100%-$344K$00.00%Aug 14, 2026
Walkner Condon Financial Advisors LLCSell 100%-$317K$00.00%Jul 27, 2026
SMART Wealth LLCReduce 9.00%-$304K$3.07M0.66%Aug 6, 2026
Wealthfront Advisers LLCAdded 3.56%+$225K$6.55M0.01%Aug 7, 2026
Advyzon Investment Management, LLCAdded 58.98%+$208K$561K0.04%Aug 14, 2026
Mattern Wealth Management LLCNew Buy+$191K$191K0.03%Jul 23, 2026
Sigma Planning CorpSell 100%-$191K$00.00%Aug 7, 2026
Prostatis Group LLCSell 100%-$191K$00.00%Aug 14, 2026
SeaCrest Wealth Management, LLCAdded 85.45%+$179K$389K0.04%Jul 9, 2026
MML Investors Services, LLCAdded 27.63%+$145K$670K0.00%Aug 7, 2026
Sherry Group, Inc.Added 4.39%+$96.4K$2.29M2.24%Jul 16, 2026
Kingsview Wealth Management, LLCReduce 19.15%-$86.6K$366K0.00%Aug 19, 2026
Eagle Strategies LLCAdded 6.46%+$54.2K$893K0.09%Jul 21, 2026
Concurrent Investment Advisors, LLCAdded 13.71%+$52.9K$439K0.00%Jul 27, 2026
Founders Financial Alliance, LLCAdded 23.89%+$52.8K$274K0.04%Aug 4, 2026
Chelsea Counsel CoSell 100%-$47.3K$00.00%Aug 12, 2026
NTV Asset Management LLCAdded 16.92%+$41.9K$290K0.03%Aug 5, 2026
Kestra Private Wealth Services, LLCReduce 15.38%-$39.7K$219K0.00%Jul 28, 2026
Caitlin John, LLCReduce 11.78%-$35.3K$264K0.14%Aug 17, 2026
Wealth Advisory Solutions, LLCAdded 4.47%+$31.7K$741K0.15%Jul 24, 2026
Sequent Planning LLCAdded 12.54%+$27.9K$250K0.05%Aug 14, 2026
Mather Group, LLC.New Buy+$17K$17K0.00%Jul 27, 2026
Carroll Advisory Group, LLCAdded 5.94%+$16.3K$290K0.10%Jul 23, 2026
Sound Income Strategies, LLCSell 100%-$11.6K$00.00%Jul 20, 2026
Capital Investment Advisory Services, LLCAdded 1.62%+$7.28K$457K0.03%Jul 23, 2026
RFG Advisory, LLCAdded 1.49%+$6.29K$429K0.01%Jul 15, 2026
Retirement Planning Group, LLC / NyAdded 1.69%+$5.93K$357K0.19%Aug 7, 2026
Innovative Asset Advisors Group, LLCSell 100%-$5.67K$00.00%Aug 5, 2026
Western Wealth Management, LLCReduce 2.09%-$5.37K$252K0.01%Aug 14, 2026
Rhodes Investment Advisors IncAdded 0.52%+$2.86K$551K0.40%Jul 28, 2026
Focus Financial Network, Inc.Added 1.40%+$2.76K$200K0.01%Jul 9, 2026
Buck Wealth Strategies, LLCNew Buy+$2.71K$2.71K0.00%Jul 30, 2026
1900 Wealth Management LLCReduce 1.29%-$2.5K$192K0.01%Aug 4, 2026
LifeSteps Financial, Inc.New Buy+$2.1K$2.1K0.00%Jul 17, 2026
Cassaday & Co Wealth Management LLCReduce 47.37%-$1.72K$1.91K0.00%Aug 10, 2026
Foundations Investment Advisors, LLCReduce 0.38%-$1.26K$326K0.00%Aug 14, 2026
Triumph Capital ManagementAdded 0.20%+$1.14K$581K0.11%Jul 21, 2026
Joseph P. Lucia & Associates, LLCReduce 0.14%-$286$208K0.06%Aug 7, 2026
Savvy Advisors, Inc.Added 0.12%+$229$199K0.00%Aug 3, 2026
Lodestone Wealth Management LLCAdded 1.72%+$190$11.2K0.00%Jul 24, 2026
Geneos Wealth Management Inc.Added 1.64%+$114$7.09K0.00%Aug 6, 2026
Focus Partners Advisor Solutions, LLCAdded 0.00%+$19$386K0.00%Aug 6, 2026
1620 Investment Advisors, Inc.New Buy+$19$190.00%Jul 14, 2026

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