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Curated Wealth Partners’s Patriot National Bancorp PNBK Stock Holding History

Curated Wealth Partners’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 		$410K Sell
427,980
-399,360
-48% -$458K 0.05% 128
2026
Q1 		$1.07M Sell
827,340
-53,957
-6% -$77.7K 0.13% 58
2025
Q4 		$1.6M Sell
881,297
-50,000
-5% -$69K 0.17% 43
2025
Q3 		$1.21M Buy
931,297
+264,630
+40% +$399K 0.15% 47
2025
Q2 		$1.01M Buy
+666,667
New +$1.8M 0.12% 57

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Curated Wealth Partners's PNBK Position: Q2 2026 in Review

Curated Wealth Partners reduced its Patriot National Bancorp (PNBK) stake by 48% in Q2 2026, selling an estimated $458K and leaving 427,980 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #128.

Curated Wealth Partners first reported a position in PNBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2025. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Curated Wealth Partners held 427,980 shares of Patriot National Bancorp worth $410K as of Q2 2026.
  • Curated Wealth Partners sold 399,360 Patriot National Bancorp shares in Q2 2026, an estimated $458K.
  • Patriot National Bancorp made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Curated Wealth Partners first reported a position in Patriot National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Curated Wealth Partners's Patriot National Bancorp position peaked at $1.6M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.