Who owns Patriot National Bancorp, Inc. (PNBK)
Which tracked institutional funds hold PNBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PNBK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened PNBK while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PNBK’s largest tracked holder by dollar value, VANGUARD CAPITAL MANAGEMENT LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PNBK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 82 tracked filers holding PNBK, 47 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PNBK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$815K
- VANGUARD PORTFOLIO MANAGEMENT LLC$597K
Full exits 1
- VANGUARD GROUP INC$3M
Largest adds
- Corient Private Wealth LLC$2M
Largest trims
- Angel Oak Capital Advisors, LLC$2M
- BlackRock, Inc.$1M
- Russell Investments Group, Ltd.$792K
- GEODE CAPITAL MANAGEMENT, LLC$555K
- Curated Wealth Partners LLC$537K
- NORTHERN TRUST CORP$379K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,401,532 | $6M | 17.1% | 2026-Q1 |
| BlackRock, Inc. added | 3,769,973 | $5M | 14.7% | 2026-Q1 |
| Angel Oak Capital Advisors, LLC trimmed | 3,166,259 | $4M | 12.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,918,869 | $2M | 7.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,857,107 | $2M | 7.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 831,921 | $1M | 3.2% | 2026-Q1 |
| Curated Wealth Partners LLC trimmed | 827,340 | $1M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 707,841 | $913K | 2.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 631,617 | $815K | 2.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 462,426 | $597K | 1.8% | 2026-Q1 |
| Composition Wealth, LLC | 434,748 | $561K | 1.7% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 350,787 | $453K | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 295,031 | $381K | 1.1% | 2026-Q1 |
| Lido Advisors, LLC | 275,385 | $355K | 1.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC | 213,334 | $275K | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 178,145 | $230K | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 146,691 | $189K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 137,330 | $177K | 0.5% | 2026-Q1 |
| UBS Group AG added | 128,293 | $165K | 0.5% | 2026-Q1 |
| Rinkey Investments | 121,828 | $157K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 118,956 | $153K | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 104,000 | $134K | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC | 100,000 | $129K | 0.4% | 2026-Q1 |
| Westmount Partners, LLC added | 100,000 | $129K | 0.4% | 2026-Q1 |
| Falcon Wealth Planning | 85,000 | $110K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 84,855 | $109K | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 82,285 | $106K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 65,049 | $84K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 61,864 | $80K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 59,272 | $76K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 38,340 | $70K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 51,146 | $66K | 0.2% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC | 50,000 | $64K | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 49,544 | $64K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 40,106 | $52K | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 39,104 | $50K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,489 | $49K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC | 37,700 | $49K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,352 | $47K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 33,082 | $43K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 33,216 | $43K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 32,719 | $42K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 26,711 | $34K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 24,768 | $32K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 21,619 | $28K | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 20,949 | $27K | 0.1% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. | 20,500 | $26K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 20,211 | $26K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 18,690 | $24K | 0.1% | 2026-Q1 |
| Suncoast Equity Management | 18,115 | $23K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 16,781 | $22K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,415 | $21K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 15,028 | $19K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | 13,263 | $17K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 12,500 | $16K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 11,696 | $15K | 0.0% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 11,336 | $15K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,156 | $9K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 113 | $8K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,185 | $8K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 4,812 | $6K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 4,486 | $6K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 4,469 | $6K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 4,101 | $5K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 3,700 | $5K | 0.0% | 2026-Q1 |
| Daytona Street Capital LLC | 2,855 | $4K | 0.0% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. new | 1,000 | $1K | 0.0% | 2026-Q1 |
| CWM, LLC added | 799 | $1K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC added | 508 | $655 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 256 | $330 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 101 | $130 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 56 | $72 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 51 | $66 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 13 | $17 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC trimmed | 4 | $6 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 5 | $6 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 4 | $5 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 4 | $5 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 3 | $4 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 2 | $3 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1 | $1 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 1 | $1 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,766,896 | $3M | 9.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 107,547 | $196K | 0.6% | 2025-Q4 stale |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 148,401 | $172K | 0.5% | 2025-Q1 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 126,597 | $165K | 0.5% | 2025-Q3 stale |
| Northeast Financial Consultants Inc | 39,123 | $59K | 0.2% | 2025-Q2 stale |
| Squarepoint Ops LLC new | 38,116 | $58K | 0.2% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC | 39,520 | $51K | 0.2% | 2025-Q3 stale |
| Elyxium Wealth, LLC trimmed | 25,960 | $47K | 0.1% | 2025-Q4 stale |
| Dynamic Advisor Solutions LLC new | 20,590 | $31K | 0.1% | 2025-Q2 stale |
| SG Americas Securities, LLC new | 16,450 | $30K | 0.1% | 2025-Q4 stale |
| Magnus Financial Group LLC new | 14,500 | $22K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 11,737 | $15K | 0.0% | 2025-Q3 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 10,182 | $12K | 0.0% | 2025-Q1 stale |
| Almanack Investment Partners, LLC. new | 10,000 | $12K | 0.0% | 2025-Q1 stale |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 4,000 | $7K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC new | 3,700 | $7K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK added | 2,153 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.