CI Private Wealth »

Patriot Natl Ban shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Patriot Natl Ban

Tip: Access up to 7 years of quarterly data

All positions including Patriot Natl Ban held by CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $71k 39k 1.82
2025-09-30 $51k 39k 1.30

More positions owned by CI Private Wealth

Blackrock (BLK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Monolithic Power Systems (MPWR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ge Vernova (GEV)

View all positions for CI Private Wealth

Top funds holding Patriot Natl Ban

BlackRock
Angel Oak Capital Advisors
Vanguard Group
Geode Capital Management
Curated Wealth Partners
Northern Trust
Russell Investments
State Street Corporation
Miracle Mile Advisors
HighTower Advisors
Lido Advisors
Axxcess Wealth Management
Nuveen
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding Patriot Natl Ban