APW
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Allied Private Wealth’s Patriot National Bancorp PNBK Stock Holding History

Allied Private Wealth’s Portfolio PNBK Stock Details PNBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08K Buy
+990
New +$1.14K ﹤0.01% 802

Other funds holding PNBK

WP
Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return