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NewEdge Advisors’s Patriot National Bancorp PNBK Stock Holding History

NewEdge 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
2025
Q4 		– Sell
-11,737
Closed -$15.3K – 4348
2025
Q3 		$15.3K Hold
11,737
– – ﹤0.01% 3210
2025
Q2 		$17.8K Buy
+11,737
New +$31.7K ﹤0.01% 2996

Other funds holding PNBK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors's PNBK Position: Q4 2025 in Review

NewEdge Advisors sold out of Patriot National Bancorp (PNBK) in Q4 2025, closing a stake of 11,737 shares — an estimated $15.3K sold.

NewEdge Advisors first reported a position in PNBK in Q2 2025 and held it in 2 quarters. The position peaked at $17.8K in Q2 2025. 75 funds tracked by Wall St. Rank hold PNBK as of Q4 2025.

  • NewEdge Advisors reported no remaining Patriot National Bancorp position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 11,737 Patriot National Bancorp shares in Q4 2025, an estimated $15.3K.
  • NewEdge Advisors first reported a position in Patriot National Bancorp in Q2 2025 and held it in 2 quarters.
  • NewEdge Advisors's Patriot National Bancorp position peaked at $17.8K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.