Avior Wealth Management’s Patriot National Bancorp PNBK Stock Holding History

Avior Wealth Management’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	–	Sell	-100,000	Closed	-$129K	–	864
2026 Q1	$129K	Hold	100,000	–	–	﹤0.01%	814
2025 Q4	$182K	Hold	100,000	–	–	0.01%	725
2025 Q3	$130K	Buy	+100,000	New	+$151K	﹤0.01%	704

Other funds holding PNBK

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Allied Private Wealth Boca Raton, Florida $156M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return