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Institutional Ownership · SEC Form 13F

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.

82
Institutional holders
23M
Shares held (tracked funds)
19.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new4,401,532$6M17.1%2026-Q1
BlackRock, Inc. added3,769,973$5M14.7%2026-Q1
Angel Oak Capital Advisors, LLC trimmed3,166,259$4M12.3%2026-Q1
Corient Private Wealth LLC added1,918,869$2M7.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,857,107$2M7.2%2026-Q1
NORTHERN TRUST CORP added831,921$1M3.2%2026-Q1
Curated Wealth Partners LLC trimmed827,340$1M3.2%2026-Q1
STATE STREET CORP added707,841$913K2.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new631,617$815K2.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new462,426$597K1.8%2026-Q1
Composition Wealth, LLC434,748$561K1.7%2026-Q1
Russell Investments Group, Ltd. trimmed350,787$453K1.4%2026-Q1
HighTower Advisors, LLC added295,031$381K1.1%2026-Q1
Lido Advisors, LLC275,385$355K1.1%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC213,334$275K0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added178,145$230K0.7%2026-Q1
Bank of New York Mellon Corp added146,691$189K0.6%2026-Q1
GOLDMAN SACHS GROUP INC added137,330$177K0.5%2026-Q1
UBS Group AG added128,293$165K0.5%2026-Q1
Rinkey Investments121,828$157K0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added118,956$153K0.5%2026-Q1
Beacon Pointe Advisors, LLC104,000$134K0.4%2026-Q1
Avior Wealth Management, LLC100,000$129K0.4%2026-Q1
Westmount Partners, LLC added100,000$129K0.4%2026-Q1
Falcon Wealth Planning85,000$110K0.3%2026-Q1
Point72 Asset Management, L.P. added84,855$109K0.3%2026-Q1
Nuveen, LLC trimmed82,285$106K0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed65,049$84K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added61,864$80K0.2%2026-Q1
DEUTSCHE BANK AG\59,272$76K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.38,340$70K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed51,146$66K0.2%2026-Q1
BlackDiamond Wealth Management, LLC50,000$64K0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND49,544$64K0.2%2026-Q1
MORGAN STANLEY trimmed40,106$52K0.2%2026-Q1
Focus Partners Wealth trimmed39,104$50K0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added37,489$49K0.1%2026-Q1
Larson Financial Group LLC37,700$49K0.1%2026-Q1
JPMORGAN CHASE & CO added37,352$47K0.1%2026-Q1
Virtu Financial LLC added33,082$43K0.1%2026-Q1
RHUMBLINE ADVISERS added33,216$43K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added32,719$42K0.1%2026-Q1
Invesco Ltd. added26,711$34K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey24,768$32K0.1%2026-Q1
Vanguard Global Advisers, LLC new21,619$28K0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed20,949$27K0.1%2026-Q1
Blue Sky Capital Consultants Group, Inc.20,500$26K0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added20,211$26K0.1%2026-Q1
Tower Research Capital LLC (TRC) added18,690$24K0.1%2026-Q1
Suncoast Equity Management18,115$23K0.1%2026-Q1
BARCLAYS PLC trimmed16,781$22K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added16,415$21K0.1%2026-Q1
Sanctuary Advisors, LLC added15,028$19K0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC13,263$17K0.1%2026-Q1
OSAIC HOLDINGS, INC.12,500$16K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC new11,696$15K0.0%2026-Q1
ProShare Advisors LLC trimmed11,336$15K0.0%2026-Q1
ROYAL BANK OF CANADA added7,156$9K0.0%2026-Q1
EverSource Wealth Advisors, LLC added113$8K0.0%2026-Q1
Legal & General Group Plc trimmed6,185$8K0.0%2026-Q1
FMR LLC trimmed4,812$6K0.0%2026-Q1
Ameritas Investment Partners, Inc.4,486$6K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added4,469$6K0.0%2026-Q1
CITIGROUP INC added4,101$5K0.0%2026-Q1
Ascentis Independent Advisors new3,700$5K0.0%2026-Q1
Daytona Street Capital LLC2,855$4K0.0%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. new1,000$1K0.0%2026-Q1
CWM, LLC added799$1K0.0%2026-Q1
Sterling Capital Management LLC added508$6550.0%2026-Q1
SBI Securities Co., Ltd. trimmed256$3300.0%2026-Q1
Essential Partners LLC added101$1300.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added56$720.0%2026-Q1
Root Financial Partners, LLC new51$660.0%2026-Q1
Allworth Financial LP added13$170.0%2026-Q1
True Wealth Design, LLC trimmed4$60.0%2026-Q1
Sunbelt Securities, Inc. new5$60.0%2026-Q1
IFP Advisors, Inc4$50.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added4$50.0%2026-Q1
MAI Capital Management new3$40.0%2026-Q1
Arax Advisory Partners trimmed2$30.0%2026-Q1
Farther Finance Advisors, LLC trimmed1$10.0%2026-Q1
Caitong International Asset Management Co., Ltd new1$10.0%2026-Q1
VANGUARD GROUP INC added1,766,896$3M9.7%2025-Q4 stale
JANE STREET GROUP, LLC new107,547$196K0.6%2025-Q4 stale
CALDWELL SUTTER CAPITAL, INC. trimmed148,401$172K0.5%2025-Q1 stale
SILVERCREST ASSET MANAGEMENT GROUP LLC126,597$165K0.5%2025-Q3 stale
Northeast Financial Consultants Inc39,123$59K0.2%2025-Q2 stale
Squarepoint Ops LLC new38,116$58K0.2%2025-Q2 stale
Kovitz Investment Group Partners, LLC39,520$51K0.2%2025-Q3 stale
Elyxium Wealth, LLC trimmed25,960$47K0.1%2025-Q4 stale
Dynamic Advisor Solutions LLC new20,590$31K0.1%2025-Q2 stale
SG Americas Securities, LLC new16,450$30K0.1%2025-Q4 stale
Magnus Financial Group LLC new14,500$22K0.1%2025-Q2 stale
NewEdge Advisors, LLC11,737$15K0.0%2025-Q3 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed10,182$12K0.0%2025-Q1 stale
Almanack Investment Partners, LLC. new10,000$12K0.0%2025-Q1 stale
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new4,000$7K0.0%2025-Q4 stale
ORG Partners LLC new3,700$7K0.0%2025-Q4 stale
AMALGAMATED BANK added2,153$4K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership