Position in PNBK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$81,600
-$28,050 QoQ
Shares Held
85,000
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 14 holders
Holding Since
Sep 2025
4 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, 2026Falcon Wealth Planning holds $893,387 across 2 Banks - Regional names. PNBK ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,297 | $811,787 | |
| 2 | PNBK |
Patriot National Bancorp Inc
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|
85,000 | $81,600 |
All Filings in PNBK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,600 | 85,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $109,650 | 85,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $154,700 | 85,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $136,500 | 105,000 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||