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Falcon Wealth Planning’s Patriot National Bancorp PNBK Stock Holding History

Falcon Wealth Planning’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 		$81.4K Hold
85,000
– – 0.01% 245
2026
Q1 		$110K Hold
85,000
– – 0.01% 232
2025
Q4 		$155K Sell
85,000
-20,000
-19% -$27.6K 0.01% 215
2025
Q3 		$137K Buy
+105,000
New +$158K 0.01% 189

Other funds holding PNBK

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Falcon Wealth Planning's PNBK Position: Q2 2026 in Review

Falcon Wealth Planning held its Patriot National Bancorp (PNBK) position steady in Q2 2026 at 85,000 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #245.

Falcon Wealth Planning first reported a position in PNBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $155K in Q4 2025. 14 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Falcon Wealth Planning held 85,000 shares of Patriot National Bancorp worth $81.4K as of Q2 2026.
  • Falcon Wealth Planning left its Patriot National Bancorp share count unchanged in Q2 2026.
  • Patriot National Bancorp made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #245 holding.
  • Falcon Wealth Planning first reported a position in Patriot National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Falcon Wealth Planning's Patriot National Bancorp position peaked at $155K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.