Tarbox Family Office’s Patriot National Bancorp PNBK Stock Holding History

Tarbox Family Office’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	$14.4K	Buy	+15,000	New	+$17.2K	﹤0.01%	96

Other funds holding PNBK

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $137M AUM

Allied Private Wealth Boca Raton, Florida $156M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Tarbox Family Office's PNBK Position: Q2 2026 in Review

Tarbox Family Office opened a new position in Patriot National Bancorp (PNBK) in Q2 2026: 15,000 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #96 among its holdings.

18 funds tracked by Wall St. Rank hold PNBK as of Q2 2026.

Tarbox Family Office held 15,000 shares of Patriot National Bancorp worth $14.4K as of Q2 2026.
Patriot National Bancorp was a new Tarbox Family Office position in Q2 2026.
Patriot National Bancorp made up ﹤0.01% of Tarbox Family Office's portfolio in Q2 2026, its #96 holding.
18 funds tracked by Wall St. Rank held Patriot National Bancorp as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.