Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PATRIOT NATL BANCORP INC (PNBK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
4Q ▲
Buyers last Q
75%

Smart Money Signals — PNBK

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PNBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
74 hedge funds hold PNBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +429% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+429% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 75% buying

47 buying16 selling
Last quarter: 47 funds were net buyers (19 opened a brand new position + 28 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new PNBK position: 3 → 42 → 11 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 76% entered in last year

14% conviction (2yr+) 11% medium 76% new
Only 10 funds (14%) 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.
💰

Value +116% but shares only +55% — price-driven

Value
+116%
Shares
+55%
Last quarter: the total dollar value of institutional holdings rose +116%, but actual share count only changed +55%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

1 → 3 → 42 → 11 → 19 new funds/Q
New funds entering each quarter: 3 → 42 → 11 → 19. PNBK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 76% of holders entered in last year

24% veterans 0% 1-2yr 76% new
Of 74 current holders: 56 (76%) entered in the past year, only 18 (24%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
21 of 74 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PNBK
2026 Q1 Stats Unlock in 12 days 74 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 61 21.31%
13F Shares 17M 11M 55.16%
Total Value $30M $14M 116.17%
New Positions 19 11 +8
Increased Positions 28 20 +8
Closed Positions 6 5 +1
Reduced Positions 10 13 -3
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 Q1)

74 + investors

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

Top 24 institutional holders of PNBK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curated Wealth Partners LLC 0.13% 827,340 $1.1M
2 Westmount Partners, LLC 0.03% 100,000 $129K
3 Blue Sky Capital Consultants Group, Inc. 0.01% 20,500 $26K
4 AXXCESS WEALTH MANAGEMENT, LLC 0.01% 213,334 $275K
5 Composition Wealth, LLC 0.01% 434,748 $561K
6 Falcon Wealth Planning 0.01% 85,000 $110K
7 Avior Wealth Management, LLC 0.00% 100,000 $129K
8 Daytona Street Capital LLC 0.00% 2,855 $4K
9 HighTower Advisors, LLC 0.00% 295,031 $381K
10 Ascentis Independent Advisors 0.00% 3,700 $5K
11 Police & Firemen's Retirement System of New Jersey 0.00% 24,768 $32K
12 Sanctuary Advisors, LLC 0.00% 15,028 $19K
13 NEW YORK STATE COMMON RETIREMENT FUND 0.00% 49,544 $64K
14 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% 1,000 $1K
15 DEUTSCHE BANK AG\ 0.00% 59,272 $76K
16 UBS Group AG 0.00% 128,293 $165K
17 ProShare Advisors LLC 0.00% 11,336 $15K
18 Sterling Capital Management LLC 0.00% 508
19 SBI Securities Co., Ltd. 0.00% 256
20 Root Financial Partners, LLC 0.00% 51
21 True Wealth Design, LLC 0.00% 4
22 ROTHSCHILD INVESTMENT LLC 0.00% 4
23 IFP Advisors, Inc 0.00% 4
24 Farther Finance Advisors, LLC 0.00% 1
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PNBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PNBK?

More buyers than sellers — 75% buying: Last quarter: 47 funds were net buyers (19 opened a brand new position + 28 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PNBK holders?

Strong quality — 35% AUM from major funds: 21 of 74 holders rank in the top 100 by AUM, accounting for 35% 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 — 76% entered in last year: Only 10 funds (14%) 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.