Larson Financial Group’s Patriot National Bancorp PNBK Stock Holding History

Larson Financial Group’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	$36.1K	Hold	37,700	–	–	﹤0.01%	1667
2026 Q1	$48.6K	Hold	37,700	–	–	﹤0.01%	1371
2025 Q4	$68.6K	Hold	37,700	–	–	﹤0.01%	1088
2025 Q3	$49K	Hold	37,700	–	–	﹤0.01%	1169
2025 Q2	$57.3K	Hold	37,700	–	–	﹤0.01%	1023
2025 Q1	$43.7K	Hold	37,700	–	–	﹤0.01%	1078
2024 Q4	$73.1K	Hold	37,700	–	–	﹤0.01%	790
2024 Q3	$71.6K	Buy	37,700 +1,500	+4%	+$2.68K	﹤0.01%	807
2024 Q2	$67.7K	Hold	36,200	–	–	﹤0.01%	738
2024 Q1	$136K	Hold	36,200	–	–	0.01%	487
2023 Q4	$139K	Hold	36,200	–	–	0.01%	425
2023 Q3	$268K	Hold	36,200	–	–	0.03%	272
2023 Q2	$285K	Hold	36,200	–	–	0.03%	260
2023 Q1	$319K	Hold	36,200	–	–	0.03%	252
2022 Q4	$384K	Buy	36,200 +12,200	+51%	+$127K	0.05%	223
2022 Q3	$252K	Buy	+24,000	New	+$285K	0.04%	248

Other funds holding PNBK

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Larson Financial Group's PNBK Position: Q2 2026 in Review

Larson Financial Group held its Patriot National Bancorp (PNBK) position steady in Q2 2026 at 37,700 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Larson Financial Group first reported a position in PNBK in Q3 2022 and has held it in 16 quarters since. The position peaked at $384K in Q4 2022. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

Larson Financial Group held 37,700 shares of Patriot National Bancorp worth $36.1K as of Q2 2026.
Larson Financial Group left its Patriot National Bancorp share count unchanged in Q2 2026.
Patriot National Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1667 holding.
Larson Financial Group first reported a position in Patriot National Bancorp in Q3 2022 and has held it in 16 quarters since.
Larson Financial Group's Patriot National Bancorp position peaked at $384K in Q4 2022.
67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.