PATRIOT NATL BANCORP INC COM NEW is a security (CUSIP 70336F203) tracked across SEC portfolio filings. 76 institutional managers reported $22.8M on Form 13F as of 2026-06-30; 8 registered fund positions totaling $5.7M via N-PORT as of 2026-05-31.
Showing 15 of 76 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $4.9M | 3,769,973 |
| Angel Oak Capital Advisors, LLC | ATLANTA, GA | $4.1M | 3,166,259 |
| VANGUARD GROUP INC | Valley Forge, PA | $3.2M | 1,766,896 |
| Corient Private Wealth LLC | Miami, FL | $2.5M | 1,918,869 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $2.4M | 1,857,107 |
| NORTHERN TRUST CORP | CHICAGO, IL | $1.1M | 831,921 |
| STATE STREET CORP | BOSTON, MA | $913K | 707,841 |
| Composition Wealth, LLC | LOS ANGELES, CA | $416K | 434,748 |
| Lido Advisors, LLC | Los Angeles, CA | $355K | 275,385 |
| HighTower Advisors, LLC | CHICAGO, IL | $310K | 323,866 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $230K | 178,145 |
| AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD, CA | $204K | 213,334 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $177K | 137,330 |
| UBS Group AG | Zurich, V8 | $165K | 128,293 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $153K | 118,956 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | Angel Oak Financial Strategies Income Term Trust | $3.9M | 85.05% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $1.1M | 0.14% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $447K | 0.25% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $101K | 0.03% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $98K | 0.20% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $77K | 0.01% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $13K | 0.31% |
| Blackstone Alternative Multi-Strategy Fund | Blackstone Alternative Investment Funds | $-2K | -0.01% |