Beacon Pointe Advisors, LLC
Position in PNBK — Patriot National Bancorp Inc
CIK 1744317
NEWPORT BEACH, CA
Position in PNBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$134,160
-$55,120 QoQ
Shares Held
104,000
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $72,099,864 across 52 Banks - Regional names. PNBK ranks #52 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
12,369 | $1,695,542 |
All Filings in PNBK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,160 | 104,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $189,280 | 104,000 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $135,200 | 104,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $158,080 | 104,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||