Axxcess Wealth Management »

Patriot Natl Ban shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Patriot Natl Ban (PNBK) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Patriot Natl Ban

Tip: Access up to 7 years of quarterly data

All positions including Patriot Natl Ban held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Patriot Natl Ban by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 213k 1.30
2025-06-30 $324k 213k 1.52

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Patriot Natl Ban

BlackRock
Vanguard Group
Geode Capital Management
Curated Wealth Partners
Northern Trust
State Street Corporation
Miracle Mile Advisors
HighTower Advisors
Lido Advisors
Axxcess Wealth Management
Nuveen
Angel Oak Capital Advisors
Silvercrest Asset Management Group
Charles Schwab Investment Management
Rinkey Investments

View all funds holding Patriot Natl Ban