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Beacon Investment Advisory Services’s Patriot National Bancorp PNBK Stock Holding History

Beacon Investment Advisory Services’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 		$958 Hold
1,000
– – ﹤0.01% 782
2026
Q1 		$1.29K Buy
+1,000
New +$1.44K ﹤0.01% 748

Other funds holding PNBK

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AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Beacon Investment Advisory Services's PNBK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Patriot National Bancorp (PNBK) position steady in Q2 2026 at 1,000 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Beacon Investment Advisory Services first reported a position in PNBK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.29K in Q1 2026. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Beacon Investment Advisory Services held 1,000 shares of Patriot National Bancorp worth $958 as of Q2 2026.
  • Beacon Investment Advisory Services left its Patriot National Bancorp share count unchanged in Q2 2026.
  • Patriot National Bancorp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #782 holding.
  • Beacon Investment Advisory Services first reported a position in Patriot National Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Patriot National Bancorp position peaked at $1.29K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.