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

Axxcess 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 		$204K Hold
213,334
– – ﹤0.01% 1003
2026
Q1 		$275K Hold
213,334
– – 0.01% 341
2025
Q4 		$388K Hold
213,334
– – 0.01% 770
2025
Q3 		$277K Hold
213,334
– – 0.01% 779
2025
Q2 		$324K Buy
+213,334
New +$577K 0.01% 697

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

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

Axxcess Wealth Management held its Patriot National Bancorp (PNBK) position steady in Q2 2026 at 213,334 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Axxcess Wealth Management first reported a position in PNBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q4 2025. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Axxcess Wealth Management held 213,334 shares of Patriot National Bancorp worth $204K as of Q2 2026.
  • Axxcess Wealth Management left its Patriot National Bancorp share count unchanged in Q2 2026.
  • Patriot National Bancorp made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • Axxcess Wealth Management first reported a position in Patriot National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's Patriot National Bancorp position peaked at $388K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.