Lido Advisors
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Lido Advisors’s Patriot National Bancorp PNBK Stock Holding History

Lido 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 		$264K Buy
275,397
+12
+0% +$14 ﹤0.01% 1811
2026
Q1 		$355K Hold
275,385
– – ﹤0.01% 1478
2025
Q4 		$358K Hold
275,385
– – ﹤0.01% 1470
2025
Q3 		$358K Hold
275,385
– – ﹤0.01% 1397
2025
Q2 		$419K Buy
+275,385
New +$744K ﹤0.01% 1176

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

Lido Advisors's PNBK Position: Q2 2026 in Review

Lido Advisors increased its Patriot National Bancorp (PNBK) stake by 0% in Q2 2026, buying an estimated $14 and bringing the position to 275,397 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Lido Advisors first reported a position in PNBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2025. 67 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Lido Advisors held 275,397 shares of Patriot National Bancorp worth $264K as of Q2 2026.
  • Lido Advisors bought 12 Patriot National Bancorp shares in Q2 2026, an estimated $14.
  • Patriot National Bancorp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1811 holding.
  • Lido Advisors first reported a position in Patriot National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Patriot National Bancorp position peaked at $419K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.