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Rothschild Investment LLC’s Patriot National Bancorp PNBK Stock Holding History

Rothschild Investment LLC’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 		$34 Buy
35
+31
+775% +$36 ﹤0.01% 3581
2026
Q1 		$5 Buy
4
+2
+100% +$3 ﹤0.01% 3594
2025
Q4 		$4 Buy
+2
New +$3 ﹤0.01% 3410

Other funds holding PNBK

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

Rothschild Investment LLC's PNBK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Patriot National Bancorp (PNBK) stake by 775% in Q2 2026, buying an estimated $36 and bringing the position to 35 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

Rothschild Investment LLC first reported a position in PNBK in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

  • Rothschild Investment LLC held 35 shares of Patriot National Bancorp worth $34 as of Q2 2026.
  • Rothschild Investment LLC bought 31 Patriot National Bancorp shares in Q2 2026, an estimated $36.
  • Patriot National Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3581 holding.
  • Rothschild Investment LLC first reported a position in Patriot National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.