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Patriot Natl Ban shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Patriot Natl Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Patriot Natl Ban by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $137k 105k 1.30

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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