Cornerstone Wealth Group’s Patriot National Bancorp PNBK Stock Holding History

Cornerstone Wealth Group’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 Q3	$58.9K	Buy	+64,044	New	+$69.2K	﹤0.01%	526

Other funds holding PNBK

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cornerstone Wealth Group's PNBK Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in Patriot National Bancorp (PNBK) in Q3 2026: 64,044 shares worth $58.9K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

14 funds tracked by Wall St. Rank hold PNBK as of Q3 2026.

Cornerstone Wealth Group held 64,044 shares of Patriot National Bancorp worth $58.9K as of Q3 2026.
Patriot National Bancorp was a new Cornerstone Wealth Group position in Q3 2026.
Patriot National Bancorp made up ﹤0.01% of Cornerstone Wealth Group's portfolio in Q3 2026, its #526 holding.
14 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.