Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PATRIOT NATL BANCORP INC (PNBK)

79 + Investors. Track Smart Money conviction in PNBK. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
66%

Smart Money Signals — PNBK

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PNBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
80 hedge funds hold PNBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +400% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+400% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

45 buying23 selling
Last quarter: 45 funds were net buyers (14 opened a brand new position + 31 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 11 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

11% conviction (2yr+) 45% medium 44% new
Only 9 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +34%, value -4%

Value
-4%
Shares
+34%
Last quarter: funds added +34% more shares while total portfolio value only changed -4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

3 → 42 → 11 → 19 → 14 new funds/Q
New funds entering each quarter: 42 → 11 → 19 → 14. PNBK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 79% of holders entered in last year

20% veterans 1% 1-2yr 79% new
Of 80 current holders: 63 (79%) entered in the past year, only 16 (20%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
25 of 80 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PNBK

In 2026 Q1, 45 hedge funds were net buyers of PNBK (14 opened a new position, 31 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in PNBK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 80.

Hedge Fund Ownership: PNBK

How many hedge funds hold PNBK — quarterly history vs. share price
Quarterly hedge fund ownership of PNBK vs. share price

Market Analysis: PNBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PNBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy PATRIOT NATL BANCORP INC (PNBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PNBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
PNBK
-16.9%
XLF
+5.2%

PNBK outperformed XLF by -22.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
PNBK
+0.0%
XLF
+1.6%

Since the filing became public, PNBK outperformed XLF by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PNBK
79 + Investors

Track Smart Money conviction in PNBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 79 74 6.76%
13F Shares 22M 17M 34.31%
Total Value $29M $30M -4.37%
New Positions 13 19 -6
Increased Positions 31 28 +3
Closed Positions 8 6 +2
Reduced Positions 15 10 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PNBK

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

79 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PNBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of PNBK — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angel Oak Capital Advisors, LLC 4.54% 3,166,259 $4.1M
2 Curated Wealth Partners LLC 0.13% 827,340 $1.1M
3 Rinkey Investments 0.04% 121,828 $157K
4 Westmount Partners, LLC 0.03% 100,000 $129K
5 BlackDiamond Wealth Management, LLC 0.03% 50,000 $64K
6 Blue Sky Capital Consultants Group, Inc. 0.01% 20,500 $26K
7 AXXCESS WEALTH MANAGEMENT, LLC 0.01% 213,334 $275K
8 Composition Wealth, LLC 0.01% 434,748 $561K
9 Falcon Wealth Planning 0.01% 85,000 $110K
10 Avior Wealth Management, LLC 0.00% 100,000 $129K
11 Corient Private Wealth LLC 0.00% 1,918,869 $2.5M
12 Suncoast Equity Management 0.00% 18,115 $23K
13 Daytona Street Capital LLC 0.00% 2,855 $4K
14 Virtu Financial LLC 0.00% 33,082
15 Larson Financial Group LLC 0.00% 37,700 $49K
16 Lido Advisors, LLC 0.00% 275,385 $355K
17 Beacon Pointe Advisors, LLC 0.00% 104,000 $134K
18 Tower Research Capital LLC (TRC) 0.00% 18,690 $24K
19 Russell Investments Group, Ltd. 0.00% 350,787 $453K
20 HighTower Advisors, LLC 0.00% 295,031 $381K
21 Ascentis Independent Advisors 0.00% 3,700 $5K
22 Police & Firemen's Retirement System of New Jersey 0.00% 24,768 $32K
23 INTECH INVESTMENT MANAGEMENT LLC 0.00% 20,949 $27K
24 EverSource Wealth Advisors, LLC 0.00% 113 $8K
25 VANGUARD FIDUCIARY TRUST CO 0.00% 631,617 $815K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PATRIOT NATL BANCORP INC (PNBK)

What does the Smart Money Trend signal show for PNBK?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PNBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PNBK?

More buyers than sellers — 66% buying: Last quarter: 45 funds were net buyers (14 opened a brand new position + 31 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PNBK holders?

Strong quality — 20% AUM from major funds: 25 of 80 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PNBK?

Mostly new holders — 44% entered in last year: Only 9 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy PATRIOT NATL BANCORP INC (PNBK) following the 2026 Q1 hedge fund 13F filings?

As of today, PNBK has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), PNBK has gained -16.9% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →