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Root Financial Partners’s Patriot National Bancorp PNBK Stock Holding History

Root Financial Partners’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 		$66 Buy
+51
New +$73 ﹤0.01% 3346

Other funds holding PNBK

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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

Root Financial Partners's PNBK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Patriot National Bancorp (PNBK) in Q1 2026: 51 shares worth $66. The stake represents ﹤0.01% of the portfolio and ranks #3346 among its holdings.

82 funds tracked by Wall St. Rank hold PNBK as of Q1 2026.

  • Root Financial Partners held 51 shares of Patriot National Bancorp worth $66 as of Q1 2026.
  • Patriot National Bancorp was a new Root Financial Partners position in Q1 2026.
  • Patriot National Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3346 holding.
  • 82 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.