DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
PNBK

PATRIOT NATL BANCORP INC

85 institutions still hold PATRIOT NATL BANCORP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 70336F203·85 13F holders·last filed Mar 31, 2026
Market cap
9.3%
vs prior quarter
13F value held
$27M
66.0% inst. owned
of float
Holders
85
+65 QoQ
filers reporting
Activity
+86 / −65
+932 added · −683 reduced
this quarter
Concentration
21.10%
VANGUARD CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

85 institutions reported PNBK in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 21.1% of the visible book. +65 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$6M4.4M0.00%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$5M3.8M0.00%Q1 2026
03
Angel Oak Capital Advisors, LLC
CIK 0001613158
$4M3.2M4.54%Q1 2026
04
Corient Private Wealth LLC
CIK 0001948780
$2M1.9M0.00%Q1 2026
05
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M1.9M0.00%Q1 2026
06
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M832K0.00%Q1 2026
07
Curated Wealth Partners LLC
CIK 0001781284
$1M827K0.13%Q1 2026
08
STATE STREET CORP
CIK 0000093751
$913,115708K0.00%Q1 2026
09
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$814,786632K0.00%Q1 2026
10
Vanguard Portfolio Management
CIK 0002100121· Index
$596,530462K0.00%Q1 2026
11
Miracle Mile Advisors, LLC
CIK 0001585859
$560,825435K0.01%Q1 2026
12
Russell Investments Group, Ltd.
CIK 0001692234
$452,515351K0.00%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$380,590295K0.00%Q1 2026
14
Lido Advisors, LLC
CIK 0001650150
$355,247275K0.00%Q1 2026
15
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$275,201213K0.01%Q1 2026
16
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$229,807178K0.00%Q1 2026
17
Bank of New York Mellon Corp
CIK 0001390777
$189,231147K0.00%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$177,156137K0.00%Q1 2026
19
UBS Group AG
CIK 0001610520
$165,498128K0.00%Q1 2026
20
Rinkey Investments
CIK 0001730774
$157,158122K0.04%Q1 2026
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