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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

Vanguard Capital Management
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Marshall Wace
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

Avior Wealth Management's PNBK Position: Q2 2026 in Review

Avior Wealth Management sold out of Patriot National Bancorp (PNBK) in Q2 2026, closing a stake of 100,000 shares — an estimated $129K sold.

Avior Wealth Management first reported a position in PNBK in Q3 2025 and held it in 3 quarters. The position peaked at $182K in Q4 2025. 66 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Avior Wealth Management reported no remaining Patriot National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 100,000 Patriot National Bancorp shares in Q2 2026, an estimated $129K.
  • Avior Wealth Management first reported a position in Patriot National Bancorp in Q3 2025 and held it in 3 quarters.
  • Avior Wealth Management's Patriot National Bancorp position peaked at $182K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.