Westmount Partners’s Patriot National Bancorp PNBK Stock Holding History

Westmount 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	$95.8K	Hold	100,000	–	–	0.02%	263
2026 Q1	$129K	Buy	100,000 +80,000	+400%	+$115K	0.03%	257
2025 Q4	$36.4K	Buy	+20,000	New	+$27.6K	0.01%	244

Other funds holding PNBK

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

Allied Private Wealth Boca Raton, Florida $156M AUM

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

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return