Patriot National Bancorp Inc
PNBK- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001098146
In the last 90 days, Patriot National Bancorp Inc insiders filed 1 open-market purchase and 0 sales; 66 institutions reported holding it in 13F filings for Q2 2026, worth $16.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Patriot National Bancorp Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- +9 vs. Q4 2025
- Shares held
- 22.5M
- +7.56M (+50.6%) vs. Q4 2025
- Total value
- $29.1M
- +$2.02M (+7.5%) vs. Q4 2025
- New holders
- 14
- 33 more added
- Sold out
- 5
- 15 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 66 | $16.6M |
| Q1 2026 | 82 | $29.1M |
| Q4 2025 | 75 | $30.3M |
| Q3 2025 | 63 | $14.1M |
| Q2 2025 | 57 | $35.0M |
| Q1 2025 | 17 | $4.46M |
| Q4 2024 | 14 | $1.56M |
| Q3 2024 | 15 | $1.94M |
| Q2 2024 | 20 | $2.63M |
| Q1 2024 | 17 | $5.75M |
| Q4 2023 | 18 | $5.95M |
| Q3 2023 | 17 | $11.0M |
| Q2 2023 | 18 | $12.3M |
| Q1 2023 | 17 | $13.1M |
| Q4 2022 | 18 | $15.6M |
| Q3 2022 | 16 | $16.4M |
| Q2 2022 | 16 | $16.9M |
| Q1 2022 | 15 | $22.4M |
| Q4 2021 | 14 | $21.0M |
| Q3 2021 | 14 | $14.4M |
| Q2 2021 | 13 | $11.9M |
| Q1 2021 | 11 | $4.00M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Patriot National Bancorp Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $1 | 0.00% | −129−99.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $3 | 0.00% | +2 | New |
| MAI Capital Management | 3 | $4 | 0.00% | +3 | New |
| IFP Advisors, Inc | 4 | $5 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $5 | 0.00% | +2+100.0% | Added |
| True Wealth Design, LLC | 4 | $6 | 0.00% | −2−33.3% | Reduced |
| Sunbelt Securities, Inc. | 5 | $6 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 12 | $15 | 0.00% | +5+71.4% | Added |
| Allworth Financial LP | 13 | $17 | 0.00% | +12+1,200.0% | Added |
| Root Financial Partners, LLC | 51 | $66 | 0.00% | +51 | New |
| The PNC Financial Services Group, Inc. | 56 | $72 | 0.00% | +46+460.0% | Added |
| Essential Partners LLC | 101 | $130 | 0.00% | +98+3,266.7% | Added |
| SBI Securities Co., Ltd. | 256 | $330 | 0.00% | −50−16.3% | Reduced |
| Sterling Capital Management LLC | 508 | $655 | 0.00% | +179+54.4% | Added |
| CWM, LLC | 799 | $1.03K | 0.00% | +182+29.5% | Added |
| Beacon Investment Advisory Services, Inc. | 1,000 | $1.29K | 0.00% | +1,000 | New |
| Daytona Street Capital LLC | 2,855 | $3.61K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,700 | $4.77K | 0.00% | +3,700 | New |
| Citigroup Inc | 4,101 | $5.29K | 0.00% | +1,943+90.0% | Added |
| California State Teachers Retirement System | 4,469 | $5.76K | 0.00% | +247+5.9% | Added |
| Ameritas Investment Partners, Inc. | 4,486 | $5.79K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,812 | $6.21K | 0.00% | −2,019−29.6% | Reduced |
| Legal & General Group Plc | 6,185 | $7.98K | 0.00% | −893−12.6% | Reduced |
| Royal Bank of Canada | 7,156 | $9.00K | 0.00% | +4,062+131.3% | Added |
| ProShare Advisors LLC | 11,336 | $14.6K | 0.00% | −1,188−9.5% | Reduced |
| AQR Capital Management LLC | 11,696 | $15.1K | 0.00% | +11,696 | New |
| Advisor Group Holdings, Inc. | 12,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,263 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,028 | $19.4K | 0.00% | +9+0.1% | Added |
| BNP Paribas Arbitrage, SA | 16,415 | $21.2K | 0.00% | +1,891+13.0% | Added |
| Barclays PLC | 16,781 | $21.6K | 0.00% | −90,732−84.4% | Reduced |
| Suncoast Equity Management | 18,115 | $23.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,690 | $24.1K | 0.00% | +12,687+211.3% | Added |
| Manufacturers Life Insurance Company, The | 20,211 | $26.1K | 0.00% | +335+1.7% | Added |
| Blue Sky Capital Consultants Group, Inc. | 20,500 | $26.4K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 20,949 | $27.0K | 0.00% | −1,236−5.6% | Reduced |
| Vanguard Global Advisers, LLC | 21,619 | $27.9K | 0.00% | +21,619 | New |
| Police & Firemen's Retirement System of New Jersey | 24,768 | $32.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 26,711 | $34.5K | 0.00% | +916+3.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,719 | $42.2K | 0.00% | +902+2.8% | Added |
| Rhumbline Advisers | 33,216 | $42.8K | 0.00% | +346+1.1% | Added |
| Virtu Financial LLC | 33,082 | $43.0K | 0.00% | +33,082 | New |
| JPMorgan Chase & Co | 37,352 | $47.4K | 0.00% | +8,855+31.1% | Added |
| Larson Financial Group LLC | 37,700 | $48.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 37,489 | $49.0K | 0.00% | +15,053+67.1% | Added |
| Colony Group, LLC | 39,104 | $50.4K | 0.00% | −452−1.1% | Reduced |
| Morgan Stanley | 40,106 | $51.7K | 0.00% | −43,479−52.0% | Reduced |
| New York State Common Retirement Fund | 49,544 | $63.9K | 0.00% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 50,000 | $64.5K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 51,146 | $66.0K | 0.00% | +51,146 | New |
| Alliancebernstein L.P. | 38,340 | $69.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 59,272 | $76.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 61,864 | $79.8K | 0.00% | +18,538+42.8% | Added |
| Wells Fargo & Company | 65,049 | $83.9K | 0.00% | −46,580−41.7% | Reduced |
| Nuveen, LLC | 82,285 | $106.1K | 0.00% | −126,620−60.6% | Reduced |
| Point72 Asset Management, L.P. | 84,855 | $109.5K | 0.00% | +19,855+30.5% | Added |
| Falcon Wealth Planning | 85,000 | $109.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100,000 | $129.0K | 0.00% | 00.0% | Unchanged |
| Westmount Partners, LLC | 100,000 | $129.0K | 0.03% | +80,000+400.0% | Added |
| Beacon Pointe Advisors, LLC | 104,000 | $134.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 118,956 | $153.5K | 0.00% | +86,424+265.7% | Added |
| Rinkey Investments | 121,828 | $157.2K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 128,293 | $165.5K | 0.00% | +117,845+1,127.9% | Added |
| Goldman Sachs Group Inc | 137,330 | $177.2K | 0.00% | +43,081+45.7% | Added |
| Bank of New York Mellon Corp | 146,691 | $189.2K | 0.00% | +6,598+4.7% | Added |
| Charles Schwab Investment Management Inc | 178,145 | $229.8K | 0.00% | +9,236+5.5% | Added |
| Axxcess Wealth Management, LLC | 213,334 | $275.2K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 275,385 | $355.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 295,031 | $380.6K | 0.00% | +310.0% | Added |
| Russell Investments Group, Ltd. | 350,787 | $452.5K | 0.00% | −333,222−48.7% | Reduced |
| Miracle Mile Advisors, LLC | 434,748 | $560.8K | 0.01% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 462,426 | $596.5K | 0.00% | +462,426 | New |
| Vanguard Fiduciary Trust Co | 631,617 | $814.8K | 0.00% | +631,617 | New |
| State Street Corp | 707,841 | $913.1K | 0.00% | +46,387+7.0% | Added |
| Curated Wealth Partners LLC | 827,340 | $1.07M | 0.13% | −53,957−6.1% | Reduced |
| Northern Trust Corp | 831,921 | $1.07M | 0.00% | +34,204+4.3% | Added |
| Geode Capital Management, LLC | 1,857,107 | $2.40M | 0.00% | +235,655+14.5% | Added |
| CI Private Wealth, LLC | 1,918,869 | $2.48M | 0.00% | +1,879,746+4,804.7% | Added |
| Angel Oak Capital Advisors, LLC | 3,166,259 | $4.08M | 4.54% | −126,581−3.8% | Reduced |
| BlackRock, Inc. | 3,769,973 | $4.86M | 0.00% | +303,912+8.8% | Added |
| Vanguard Capital Management LLC | 4,401,532 | $5.68M | 0.00% | +4,401,532 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −107,547−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −25,960−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |