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 Q3	$7	Sell	8 -4	-33%	-$4	﹤0.01%	5189
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%	4444
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	4643
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	4416
2022 Q1	$1K	Buy	+18	New	+$287	﹤0.01%	4414

Other funds holding PNBK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Rinkey Investments San Diego, California $416M AUM 8.84% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

IFP Advisors's PNBK Position: Q3 2026 in Review

IFP Advisors reduced its Patriot National Bancorp (PNBK) stake by 33% in Q3 2026, selling an estimated $4 and leaving 8 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #5189.

IFP Advisors first reported a position in PNBK in Q1 2022 and has held it in 8 quarters since. The position peaked at $1K in Q4 2022. 25 funds tracked by Wall St. Rank hold PNBK as of Q3 2026.

IFP Advisors held 8 shares of Patriot National Bancorp worth $7 as of Q3 2026.
IFP Advisors sold 4 Patriot National Bancorp shares in Q3 2026, an estimated $4.
Patriot National Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5189 holding.
IFP Advisors first reported a position in Patriot National Bancorp in Q1 2022 and has held it in 8 quarters since.
IFP Advisors's Patriot National Bancorp position peaked at $1K in Q4 2022.
25 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.