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

Magnus 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
2025
Q3 		– Sell
-14,500
Closed -$22K – 413
2025
Q2 		$22K Buy
+14,500
New +$39.2K ﹤0.01% 378

Other funds holding PNBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Magnus Financial Group's PNBK Position: Q3 2025 in Review

Magnus Financial Group sold out of Patriot National Bancorp (PNBK) in Q3 2025, closing a stake of 14,500 shares — an estimated $22K sold.

Magnus Financial Group first reported a position in PNBK in Q2 2025 and held it in 1 quarter. The position peaked at $22K in Q2 2025. 63 funds tracked by Wall St. Rank hold PNBK as of Q3 2025.

  • Magnus Financial Group reported no remaining Patriot National Bancorp position as of Q3 2025 after selling out during the quarter.
  • Magnus Financial Group sold 14,500 Patriot National Bancorp shares in Q3 2025, an estimated $22K.
  • Magnus Financial Group first reported a position in Patriot National Bancorp in Q2 2025 and held it in 1 quarter.
  • Magnus Financial Group's Patriot National Bancorp position peaked at $22K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q3 2025.

Based on Magnus Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.