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IFP Advisors’s Patriot National Bancorp PNBK Stock Holding History

IFP 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
Q2 		$11 Buy
12
+8
+200% +$9 ﹤0.01% 5089
2026
Q1 		$5 Hold
4
– – ﹤0.01% 4995
2025
Q4 		$7 Buy
+4
New +$6 ﹤0.01% 4852
2023
Q1 		– Sell
-18
Closed -$1K – 4174
2022
Q4 		$1K Hold
18
– – ﹤0.01% 4445
2022
Q3 		$1K Hold
18
– – ﹤0.01% 4644
2022
Q2 		$1K Hold
18
– – ﹤0.01% 4416
2022
Q1 		$1K Buy
+18
New +$287 ﹤0.01% 4414

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
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

IFP Advisors's PNBK Position: Q2 2026 in Review

IFP Advisors increased its Patriot National Bancorp (PNBK) stake by 200% in Q2 2026, buying an estimated $9 and bringing the position to 12 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #5089.

IFP Advisors first reported a position in PNBK in Q1 2022 and has held it in 7 quarters since. The position peaked at $1K in Q4 2022. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • IFP Advisors held 12 shares of Patriot National Bancorp worth $11 as of Q2 2026.
  • IFP Advisors bought 8 Patriot National Bancorp shares in Q2 2026, an estimated $9.
  • Patriot National Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5089 holding.
  • IFP Advisors first reported a position in Patriot National Bancorp in Q1 2022 and has held it in 7 quarters since.
  • IFP Advisors's Patriot National Bancorp position peaked at $1K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.