CAPTRUST Financial Advisors’s Patriot National Bancorp PNBK Stock Holding History

CAPTRUST Financial Advisors’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	$19.3K	Buy	+20,206	New	+$23.2K	﹤0.01%	3204

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

CAPTRUST Financial Advisors's PNBK Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Patriot National Bancorp (PNBK) in Q2 2026: 20,206 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #3204 among its holdings.

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

CAPTRUST Financial Advisors held 20,206 shares of Patriot National Bancorp worth $19.3K as of Q2 2026.
Patriot National Bancorp was a new CAPTRUST Financial Advisors position in Q2 2026.
Patriot National Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3204 holding.
67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.