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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
Q2 		– Sell
-51
Closed -$66 – 2434
2026
Q1 		$66 Buy
+51
New +$73 ﹤0.01% 3346

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Geode Capital Management
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Millennium Management
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BlackRock
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Vanguard Fiduciary Trust
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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MMA
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CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

Root Financial Partners's PNBK Position: Q2 2026 in Review

Root Financial Partners sold out of Patriot National Bancorp (PNBK) in Q2 2026, closing a stake of 51 shares — an estimated $66 sold.

Root Financial Partners first reported a position in PNBK in Q1 2026 and held it in 1 quarter. The position peaked at $66 in Q1 2026. 66 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Root Financial Partners reported no remaining Patriot National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 51 Patriot National Bancorp shares in Q2 2026, an estimated $66.
  • Root Financial Partners first reported a position in Patriot National Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Patriot National Bancorp position peaked at $66 in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.