Patriot National Bancorp Inc (PNBK) Institutional Ownership

Institutions by Trading Activity

7,401,111Shares Outstanding

100,000Shares held by institutions

$151,000Value of institutional holdings

13.80%Institutional ownership %

-0.95%Shares Changed QoQ

6No. of institutional investors

Recent 13F filings as of December 2025 show that 6 institutional investors hold a position in Patriot National Bancorp Inc (NASDAQ:PNBK).

The percentage of Patriot National Bancorp owned by institutions changed from 146.1% in September 2025 to 13.8% in December 2025, marking a slight down trend.
The company experienced a -0.95% quarterly change in institutional shares held, alongside a decrease of 60.00% in total owners annually.
The latest 13F cycle for Patriot National Bancorp reveals that of 6 total investors, 4 funds grew their exposure, whereas 1 reduced theirs and 1 made no changes.
The total number of shares held by institutions in Patriot National Bancorp decreased to 1.02Mn as of December 2025, a net change of down by 9.84K shares quarter on quarter, and up 213.11K shares year over year.
With 881.30K shares, Curated Wealth Partners LLC commands the largest institutional position in Patriot National Bancorp as of December 31, 2025, equating to 11.91% of the company.
Among the most significant buyers of Patriot National Bancorp during December 2025 were Westmount Partners, LLC (20.00K), SG Americas Securities, LLC (16.45K), ORG Partners LLC (3.70K), True Wealth Design, LLC (6).
Leading sellers of Patriot National Bancorp stock in December 2025 included Curated Wealth Partners LLC (50.00K).
The top 6 institutional holders of Patriot National Bancorp for the quarter ending December 2025 included Curated Wealth Partners LLC (881.30K), Avior Wealth Management, LLC (100.00K), Westmount Partners, LLC (20.00K), SG Americas Securities, LLC (16.45K), ORG Partners LLC (3.70K), True Wealth Design, LLC (6).

100,000 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Sep, 2025	2,624,619	455,386	20.99%	$3,412,006.00
VANGUARD GROUP INC	30 Sep, 2025	1,286,061	224,943	21.20%	$1,671,880.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	1,208,828	162,612	15.54%	$1,571,739.00
Curated Wealth Partners LLC	30 Sep, 2025	931,297	264,630	39.69%	$1,210,686.00
NORTHERN TRUST CORP	30 Sep, 2025	713,904	151,148	26.86%	$928,075.00
STATE STREET CORP	30 Sep, 2025	588,996	197,666	50.51%	$765,695.00
Miracle Mile Advisors, LLC	30 Sep, 2025	434,748	0	0.00%	$565,172.00
HighTower Advisors, LLC	30 Sep, 2025	298,167	11,500	4.01%	$387,617.00
Lido Advisors, LLC	30 Sep, 2025	275,385	0	0.00%	$358,001.00
AXXCESS WEALTH MANAGEMENT, LLC	30 Sep, 2025	213,334	0	0.00%	$277,334.00
Nuveen, LLC	30 Sep, 2025	184,074	126,620	220.39%	$239,296.00
Angel Oak Capital Advisors, LLC	30 Sep, 2025	149,771	-1,039,395	-87.41%	$194,702.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	30 Sep, 2025	126,597	0	0.00%	$164,576.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	126,158	16,581	15.13%	$164,005.00
Rinkey Investments	30 Sep, 2025	121,828	-30,189	-19.86%	$158,376.00
Elyxium Wealth, LLC	30 Sep, 2025	115,840	95,080	458.00%	$150,592.00
Falcon Wealth Planning	30 Sep, 2025	105,000	105,000	0.00%	$136,500.00
Beacon Pointe Advisors, LLC	30 Sep, 2025	104,000	0	0.00%	$135,200.00
Avior Wealth Management, LLC	30 Sep, 2025	100,000	100,000	0.00%	$130,000.00
CITADEL ADVISORS LLC	30 Sep, 2025	89,309	89,309	0.00%	$116,102.00

1 - 20 of 63