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Patriot National Bancorp Inc (PNBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares847,546 from 986,548
Change-139,002 (-14%)
Value$780.2K (-$164.9K)
Filed 2026-11-06
Curated Wealth Partners LLC
UNCHANGED
Shares427,980 from 427,980
Change0 (0%)
Value$393.7K (-$16.0K)
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares275,387 from 275,397
Change-10 (0%)
Value$253.4K (-$10.3K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED
Shares213,334 from 213,334
Change0 (0%)
Value$196.3K (-$8.0K)
Filed 2026-10-21
Rinkey Investments
UNCHANGED
Shares121,828 from 121,828
Change0 (0%)
Value$112.1K (-$4.6K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares100,000
Change+100,000
Value$92.0K
Filed 2026-10-14
Falcon Wealth Planning
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$78.2K (-$3.2K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
NEW
Shares64,044
Change+64,044
Value$58.9K
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares57,242
Change+57,242
Value$53
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$34.7K (-$1.4K)
Filed 2026-11-05
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares32,500 from 32,500
Change0 (0%)
Value$29.9K (-$1.2K)
Filed 2026-10-13
Tarbox Family Office, Inc.
INCREASED
Shares20,000 from 15,000
Change+5,000 (+33%)
Value$18.4K (+$4.0K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares5,900
Change+5,900
Value$5.4K
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$1.3K (-$361)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$920 (-$38)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares642 from 3,944
Change-3,302 (-84%)
Value$591 (-$3.2K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares559 from 946
Change-387 (-41%)
Value$514 (-$392)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$394 ($0)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares255 from 256
Change-1 (0%)
Value$235 (-$10)
Filed 2026-10-22
Essential Partners LLC
DECREASED
Shares92 from 462
Change-370 (-80%)
Value$85 (-$357)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares8 from 12
Change-4 (-33%)
Value$7 (-$4)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-10-29
Choreo, LLC
CLOSED
Shares0 from 10,017
Change-10,017 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$324)
Filed 2026-11-04
Farther Finance Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$95)
Filed 2026-10-08
True Wealth Design, LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$95)
Filed 2026-10-13
Fortitude Family Office, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$68)
Filed 2026-10-14
SJS Investment Consulting Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$11)
Filed 2026-10-26
Vanguard Capital Management LLC
N/A
Shares— from 4,346,777
Change-4,346,777 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 2,662,136
Change-2,662,136 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 752,658
Change-752,658 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 637,425
Change-637,425 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 533,646
Change-533,646 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 491,531
Change-491,531 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 434,748
Change-434,748 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 323,866
Change-323,866 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 294,811
Change-294,811 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 294,294
Change-294,294 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 261,699
Change-261,699 (-100%)
Value—
State Street Corp
N/A
Shares— from 219,207
Change-219,207 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 210,080
Change-210,080 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 196,491
Change-196,491 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 188,089
Change-188,089 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 185,461
Change-185,461 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 153,388
Change-153,388 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 151,948
Change-151,948 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 104,000
Change-104,000 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 76,601
Change-76,601 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 60,864
Change-60,864 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,485
Change-58,485 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 40,446
Change-40,446 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,619
Change-21,619 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 20,248
Change-20,248 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,982
Change-15,982 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 750
Change-750 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED847,546986,548-139,002-14%$945.1K$780.2K-$164.9K2026-11-06
Curated Wealth Partners LLC
UNCHANGED427,980427,98000%$409.8K$393.7K-$16.0K2026-10-15
Lido Advisors, LLC
DECREASED275,387275,397-100%$263.7K$253.4K-$10.3K2026-11-04
Axxcess Wealth Management, LLC
UNCHANGED213,334213,33400%$204.3K$196.3K-$8.0K2026-10-21
Rinkey Investments
UNCHANGED121,828121,82800%$116.7K$112.1K-$4.6K2026-10-28
Advisory Solutions Group, LLC
NEW100,000—+100,000——$92.0K—2026-10-14
Falcon Wealth Planning
UNCHANGED85,00085,00000%$81.4K$78.2K-$3.2K2026-11-06
Cornerstone Wealth Group, LLC
NEW64,044—+64,044——$58.9K—2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW57,242—+57,242——$53—2026-11-02
Larson Financial Group LLC
UNCHANGED37,70037,70000%$36.1K$34.7K-$1.4K2026-11-05
Blue Sky Capital Consultants Group, Inc.
UNCHANGED32,50032,50000%$31.1K$29.9K-$1.2K2026-10-13
Tarbox Family Office, Inc.
INCREASED20,00015,000+5,000+33%$14.4K$18.4K+$4.0K2026-10-23
Ascentis Independent Advisors
NEW5,900—+5,900——$5.4K—2026-11-03
Daytona Street Capital LLC
UNCHANGED1,4271,42700%$1.7K$1.3K-$3612026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED1,0001,00000%$958$920-$382026-10-13
Barclays PLC
DECREASED6423,944-3,302-84%$3.8K$591-$3.2K2026-11-06
Russell Investments Group, Ltd.
DECREASED559946-387-41%$906$514-$3922026-11-06
Allworth Financial LP
UNCHANGED41141100%$394$394$02026-11-06
SBI Securities Co., Ltd.
DECREASED255256-10%$245$235-$102026-10-22
Essential Partners LLC
DECREASED92462-370-80%$442$85-$3572026-10-14
IFP Advisors, Inc
DECREASED812-4-33%$11$7-$42026-10-16
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$1$1$02026-10-29
Choreo, LLC
CLOSED010,017-10,017-100%$9.6K$0-$9.6K2026-10-28
EverSource Wealth Advisors, LLC
CLOSED0338-338-100%$324$0-$3242026-11-04
Farther Finance Advisors, LLC
CLOSED0100-100-100%$95$0-$952026-10-08
True Wealth Design, LLC
CLOSED099-99-100%$95$0-$952026-10-13
Fortitude Family Office, LLC
CLOSED071-71-100%$68$0-$682026-10-14
SJS Investment Consulting Inc.
CLOSED011-11-100%$11$0-$112026-10-26
Vanguard Capital Management LLC
N/A—4,346,777-4,346,777-100%$4.2M———
Angel Oak Capital Advisors, LLC
N/A—2,662,136-2,662,136-100%$2.5M———
Millennium Management LLC
N/A—752,658-752,658-100%$720.7K———
BlackRock, Inc.
N/A—637,425-637,425-100%$610.3K———
Vanguard Fiduciary Trust Co
N/A—533,646-533,646-100%$511.2K———
Marshall Wace, LLP
N/A—491,531-491,531-100%$471.9K———
Composition Wealth, LLC
N/A—434,748-434,748-100%$416.3K———
HighTower Advisors, LLC
N/A—323,866-323,866-100%$310.1K———
Goldman Sachs Group Inc
N/A—294,811-294,811-100%$282.3K———
Point72 Asset Management, L.P.
N/A—294,294-294,294-100%$281.8K———
Susquehanna International Group, LLP
N/A—261,699-261,699-100%$250.6K———
State Street Corp
N/A—219,207-219,207-100%$209.9K———
Aster Capital Management (Difc) Ltd
N/A—210,080-210,080-100%$201.2K———
Northern Trust Corp
N/A—196,491-196,491-100%$188.1K———
Sanctuary Advisors, LLC
N/A—188,089-188,089-100%$180.1K———
Citadel Advisors LLC
N/A—185,461-185,461-100%$177.6K———
Qube Research & Technologies Ltd
N/A—153,388-153,388-100%$146.9K———
AQR Capital Management LLC
N/A—151,948-151,948-100%$145.5K———
Bridgeway Capital Management, LLC
N/A—125,000-125,000-100%$119.7K———
Beacon Pointe Advisors, LLC
N/A—104,000-104,000-100%$99.6K———
Westmount Partners, LLC
N/A—100,000-100,000-100%$95.8K———
Catalyst Funds Management Pty Ltd
N/A—90,000-90,000-100%$86.2K———
UBS Group AG
N/A—76,601-76,601-100%$73.4K———
XTX Topco Ltd
N/A—60,864-60,864-100%$58.3K———
Wells Fargo & Company
N/A—58,485-58,485-100%$56.0K———
BlackDiamond Wealth Management, LLC
N/A—50,000-50,000-100%$58.0K———
Focus Partners Wealth
N/A—40,446-40,446-100%$38.7K———
JPMorgan Chase & Co
N/A—25,153-25,153-100%$23.6K———
Vanguard Global Advisers, LLC
N/A—21,619-21,619-100%$20.7K———
Bank of America Corp
N/A—20,248-20,248-100%$19.4K———
Captrust Financial Advisors
N/A—20,206-20,206-100%$19.3K———
Schonfeld Strategic Advisors LLC
N/A—16,927-16,927-100%$16.2K———
IEQ Capital, LLC
N/A—15,982-15,982-100%$15.3K———
Osaic Holdings, Inc.
N/A—12,500-12,500-100%$12.0K———
Morgan Stanley
N/A—11,049-11,049-100%$10.6K———
Jump Financial, LLC
N/A—10,310-10,310-100%$9.9K———
Royal Bank of Canada
N/A—8,178-8,178-100%$8.0K———
Arax Advisory Partners
N/A—1,604-1,604-100%$1.5K———
Allied Private Wealth LLC
N/A—990-990-100%$1.1K———
BNP Paribas Financial Markets
N/A—750-750-100%$718———
Rothschild Investment LLC
N/A—35-35-100%$34———
Showing 69 of 69 institutions