Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Patriot Natl Bancorp Inc (PNBK)

64 + Investors. Track Smart Money conviction in PNBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — PNBK

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PNBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
64 funds currently hold this stock — 80% of the 3.0-year high of 80 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

37 buying48 selling
Last quarter: 48 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 19 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 11% conviction (2yr+) ■ 39% medium ■ 50% new
Only 7 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -26%, value -45%

Value
-44%
Shares
-25%
Last quarter: funds added -26% more shares while total portfolio value only changed -45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

42 → 11 → 19 → 14 → 17 new funds/Q
New funds entering each quarter: 11 → 19 → 14 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 80% of holders entered in last year

■ 17% veterans ■ 3% 1-2yr ■ 80% new
Of 64 current holders: 51 (80%) entered in the past year, only 11 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
17 of 64 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PNBK

In 2026 Q2, 37 hedge funds were net buyers of PNBK (17 opened a new position, 20 added to an existing one), while 48 reduced or exited (15 trimmed, 33 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 22% of total institutional value in PNBK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 64.

Hedge Fund Ownership: PNBK

How many hedge funds hold PNBK — quarterly history vs. share price
Quarterly hedge fund ownership of PNBK vs. share price

Market Analysis: PNBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PNBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PNBK
64 + Investors

Track Smart Money conviction in PNBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 80 -20.0%
13F Shares 17M 22M -25.71%
Total Value $16M $29M -44.69%
New Positions 17 14 +3
Increased Positions 20 31 -11
Closed Positions 33 8 +25
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PNBK

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Financial Highlights

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Institutional Holders (2026 Q2)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PNBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PNBK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angel Oak Capital Advisors, LLC 3.22% 2,662,136 $2.5M
2 Rinkey Investments 0.03% 121,828 $117K
3 BlackDiamond Wealth Management, LLC 0.02% 50,000 $58K
4 Westmount Partners, LLC 0.02% 100,000 $96K
5 Blue Sky Capital Consultants Group, Inc. 0.01% 32,500 $31K
6 Falcon Wealth Planning 0.01% 85,000 $81K
7 Composition Wealth, LLC 0.00% 434,748 $416K
8 Catalyst Funds Management Pty Ltd 0.00% 90,000 $86K
9 Axxcess Wealth Management, LLC 0.00% 213,334 $204K
10 Corient Private Wealth LP 0.00% 1,918,871 $1.8M
11 Bridgeway Capital Management, LLC 0.00% 125,000 $120K
12 Tarbox Family Office, Inc. 0.00% 15,000 $14K
13 Daytona Street Capital LLC 0.00% 1,427 $2K
14 Larson Financial Group LLC 0.00% 37,700 $36K
15 Sanctuary Advisors, LLC 0.00% 188,089 $180K
16 XTX Topco Ltd 0.00% 60,864 $58K
17 Lido Advisors, LLC 0.00% 275,397 $264K
18 Allied Private Wealth LLC 0.00% 990 $1K
19 Beacon Pointe Advisors, LLC 0.00% 104,000 $100K
20 Marshall Wace, LLP 0.00% 491,531 $472K
21 Point72 Asset Management, L.P. 0.00% 294,294 $282K
22 HighTower Advisors, LLC 0.00% 323,866 $310K
23 Millennium Management LLC 0.00% 752,658 $721K
24 Essential Partners LLC 0.00% 462 —
25 Qube Research & Technologies Ltd 0.00% 153,388 $147K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Patriot Natl Bancorp Inc (PNBK)

What does the Smart Money Trend signal show for PNBK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PNBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PNBK?

More sellers than buyers — 44% buying: Last quarter: 48 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PNBK holders?

Strong quality — 22% AUM from major funds: 17 of 64 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PNBK?

Mostly new holders — 50% entered in last year: Only 7 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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