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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AOCA

Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

Allied Private Wealth's PNBK Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Patriot National Bancorp (PNBK) in Q2 2026: 990 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

Allied Private Wealth held 990 shares of Patriot National Bancorp worth $1.08K as of Q2 2026.
Patriot National Bancorp was a new Allied Private Wealth position in Q2 2026.
Patriot National Bancorp made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #802 holding.
67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.