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Dynamic Advisor Solutions’s Patriot National Bancorp PNBK Stock Holding History

Dynamic Advisor Solutions’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
2025
Q3 		– Sell
-20,590
Closed -$31.3K – 958
2025
Q2 		$31.3K Buy
+20,590
New +$55.7K ﹤0.01% 892

Other funds holding PNBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Dynamic Advisor Solutions's PNBK Position: Q3 2025 in Review

Dynamic Advisor Solutions sold out of Patriot National Bancorp (PNBK) in Q3 2025, closing a stake of 20,590 shares — an estimated $31.3K sold.

Dynamic Advisor Solutions first reported a position in PNBK in Q2 2025 and held it in 1 quarter. The position peaked at $31.3K in Q2 2025. 63 funds tracked by Wall St. Rank hold PNBK as of Q3 2025.

  • Dynamic Advisor Solutions reported no remaining Patriot National Bancorp position as of Q3 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 20,590 Patriot National Bancorp shares in Q3 2025, an estimated $31.3K.
  • Dynamic Advisor Solutions first reported a position in Patriot National Bancorp in Q2 2025 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Patriot National Bancorp position peaked at $31.3K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q3 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2025, filed 9 Oct 2025.