IWC
PNBK icon

Integrated Wealth Concepts’s Patriot National Bancorp PNBK Stock Holding History

Integrated Wealth Concepts’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 		$118 Buy
+122
New +$140 ﹤0.01% 5795

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 $77.5B AUM 27.94% 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

Integrated Wealth Concepts's PNBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Patriot National Bancorp (PNBK) in Q2 2026: 122 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #5795 among its holdings.

67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Integrated Wealth Concepts held 122 shares of Patriot National Bancorp worth $118 as of Q2 2026.
  • Patriot National Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Patriot National Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5795 holding.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.