Curated Wealth Partners LLC
Position in PNBK — Patriot National Bancorp Inc
CIK 1781284
EL SEGUNDO, CA
Position in PNBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$410,860
-$656,408 QoQ
Shares Held
427,980
-48.3% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 67 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $2,344,174 across 6 Banks - Regional names. PNBK ranks #4 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHB |
First Hawaiian, Inc.
|
20,693 | $606,304 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,854 | $456,491 | |
| 3 | BANF |
Bancfirst Corp /Ok/
|
4,035 | $448,408 | |
| 4 | PNBK |
Patriot National Bancorp Inc
This page
|
427,980 | $410,860 | |
| 5 | TFC |
Truist Financial Corp
|
5,974 | $297,624 | |
| 6 | LYG |
Lloyds Banking Group plc
|
21,353 | $124,487 |
All Filings in PNBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,860 | 427,980 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,067,268 | 827,340 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,603,960 | 881,297 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,210,686 | 931,297 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,013,333 | 666,667 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||