
Patriot National Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Robert G. Russell, Jr., with a market cap of $200.1M. As of Q3 2025, 11% of shares are held by 62 institutional investors, with BlackRock, Inc. as the largest holder at 2.74%.
Overview of institutional ownership in PNBK as of Q3 2025 with a market cap of $124.5M
Based on market cap of $124.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in PNBK as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $3.4M 0.00% of portfolio |
VANGUARD GROUP INC Institution | $1.7M 0.00% of portfolio |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | $1.6M 0.00% of portfolio |
Curated Wealth Partners LLC Family Office | $1.2M 0.15% of portfolio |
NORTHERN TRUST CORP Institution | $928.1K 0.00% of portfolio |
STATE STREET CORP Institution | $765.7K 0.00% of portfolio |
Miracle Mile Advisors, LLC RIA/Wealth | $565.2K 0.01% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $387.6K 0.00% of portfolio |
Lido Advisors, LLC RIA/Wealth | $358.0K 0.00% of portfolio |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $277.3K 0.01% of portfolio |
Institutional buying and selling activity for PNBK in Q3 2025
| Institution | Net Bought |
|---|---|
B BlackRock, Inc. Institution | +$592.0K +455.4K shares |
Curated Wealth Partners LLC Family Office | +$344.0K +264.6K shares |
VANGUARD GROUP INC Institution | +$292.4K +224.9K shares |
STATE STREET CORP Institution | +$257.0K +197.7K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$211.4K +162.6K shares |
NORTHERN TRUST CORP Institution | +$196.5K +151.1K shares |
N Nuveen, LLC Institution | +$164.6K +126.6K shares |
Falcon Wealth Planning RIA/Wealth | +$136.5K +105.0K shares |
+$130.0K +100.0K shares | |
Elyxium Wealth, LLC RIA/Wealth | +$123.6K +95.1K shares |
| Institution | Net Sold |
|---|---|
Angel Oak Capital Advisors, LLC Long Only Manager | −$1.4M −1.0M shares |
MORGAN STANLEY RIA/Wealth | −$94.7K −72.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$80.7K −53.1K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | −$57.9K −38.1K shares |
Rinkey Investments RIA/Wealth | −$39.2K −30.2K shares |
D Dynamic Advisors Solutions LLC Institution | −$31.3K −20.6K shares |
UBS Group AG Institution | −$30.4K −23.4K shares |
N NEW YORK STATE COMMON RETIREMENT FUND Institution | −$28.5K −22.0K shares |
Magnus Financial Group LLC RIA/Wealth | −$22.0K −14.5K shares |
CITIGROUP INC Institution | −$17.5K −13.5K shares |
Institutions that initiated new positions or completely exited PNBK in Q3 2025
| Institution | Position Value |
|---|---|
Falcon Wealth Planning RIA/Wealth | $136.5K 105.0K shares |
$130.0K 100.0K shares | |
C CI Private Wealth, LLC RIA/Wealth | $50.9K 39.1K shares |
$32.2K 24.8K shares | |
R Russell Investments Group, Ltd. RIA/Wealth | $4.7K 3.6K shares |
CWM, LLC RIA/Wealth | $1.0K 551.0 shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $345.0 265.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $319.0 246.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $39.0 30.0 shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $80.7K 53.1K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | $57.9K 38.1K shares |
D Dynamic Advisors Solutions LLC Institution | $31.3K 20.6K shares |
Magnus Financial Group LLC RIA/Wealth | $22.0K 14.5K shares |
Institutions with the largest Call and Put options positions in PNBK as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PNBK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Angel Oak Capital Advisors, LLC Long Only Manager | 0.15% $194.7K |
Curated Wealth Partners LLC Family Office | 0.15% $1.2M |
Elyxium Wealth, LLC RIA/Wealth | 0.05% $150.6K |
Rinkey Investments RIA/Wealth | 0.04% $158.4K |
BlackDiamond Wealth Management Inc. RIA/Wealth | 0.04% $65.0K |
Falcon Wealth Planning RIA/Wealth | 0.01% $136.5K |
Blue Sky Capital Consultants Group, Inc. RIA/Wealth | 0.01% $26.7K |
Miracle Mile Advisors, LLC RIA/Wealth | 0.01% $565.2K |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | 0.01% $277.3K |
0.00% $130.0K |
Discover hedge funds investing in PNBK


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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