Carson Wealth (CWM LLC)
PNBK icon

Carson Wealth (CWM LLC)’s Patriot National Bancorp PNBK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.03K Buy
799
+182
+29% +$262 ﹤0.01% 5392
2025
Q4 		$1K Buy
617
+66
+12% +$91 ﹤0.01% 5266
2025
Q3 		$1K Buy
+551
New +$831 ﹤0.01% 5175

Other funds holding PNBK

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Carson Wealth (CWM LLC)'s PNBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Patriot National Bancorp (PNBK) stake by 29% in Q1 2026, buying an estimated $262 and bringing the position to 799 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5392.

Carson Wealth (CWM LLC) first reported a position in PNBK in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold PNBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 799 shares of Patriot National Bancorp worth $1.03K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 182 Patriot National Bancorp shares in Q1 2026, an estimated $262.
  • Patriot National Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5392 holding.
  • Carson Wealth (CWM LLC) first reported a position in Patriot National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.