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Rinkey Investments’s Patriot National Bancorp PNBK Stock Holding History

Rinkey Investments’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
Q1 		$157K Hold
121,828
– – 0.04% 123
2025
Q4 		$222K Hold
121,828
– – 0.06% 120
2025
Q3 		$158K Sell
121,828
-30,189
-20% -$45.6K 0.04% 122
2025
Q2 		$231K Buy
+152,017
New +$411K 0.07% 92

Other funds holding PNBK

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM