EverSource Wealth Advisors
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EverSource Wealth Advisors’s Patriot National Bancorp PNBK Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-338
Closed -$324 – 4642
2026
Q2 		$324 Buy
338
+326
+2,717% +$374 ﹤0.01% 4191
2026
Q1 		$15 Buy
12
+5
+71% +$7 ﹤0.01% 4366
2025
Q4 		$13 Sell
7
-23
-77% -$32 ﹤0.01% 4242
2025
Q3 		$39 Buy
+30
New +$45 ﹤0.01% 4268

Other funds holding PNBK

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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

EverSource Wealth Advisors's PNBK Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of Patriot National Bancorp (PNBK) in Q3 2026, closing a stake of 338 shares — an estimated $324 sold.

EverSource Wealth Advisors first reported a position in PNBK in Q3 2025 and held it in 4 quarters. The position peaked at $324 in Q2 2026. 17 funds tracked by Wall St. Rank hold PNBK as of Q3 2026.

  • EverSource Wealth Advisors reported no remaining Patriot National Bancorp position as of Q3 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 338 Patriot National Bancorp shares in Q3 2026, an estimated $324.
  • EverSource Wealth Advisors first reported a position in Patriot National Bancorp in Q3 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Patriot National Bancorp position peaked at $324 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.