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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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM

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. 22 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.
  • 22 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.