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	–	Sell	-827,340	Closed	-$1.07M	–	877
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

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Allied Private Wealth Boca Raton, Florida $156M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return