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True Wealth Design’s Patriot National Bancorp PNBK Stock Holding History

True Wealth Design’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 		$95 Buy
99
+95
+2,375% +$109 ﹤0.01% 2546
2026
Q1 		$6 Sell
4
-2
-33% -$3 ﹤0.01% 2688
2025
Q4 		$11 Buy
+6
New +$8 ﹤0.01% 2517

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

True Wealth Design's PNBK Position: Q2 2026 in Review

True Wealth Design increased its Patriot National Bancorp (PNBK) stake by 2,375% in Q2 2026, buying an estimated $109 and bringing the position to 99 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

True Wealth Design 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.

  • True Wealth Design held 99 shares of Patriot National Bancorp worth $95 as of Q2 2026.
  • True Wealth Design bought 95 Patriot National Bancorp shares in Q2 2026, an estimated $109.
  • Patriot National Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2546 holding.
  • True Wealth Design 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.