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PBAM · Private Bancorp of America, Inc. · Holdings

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$85.25 -0.18 (-0.21%) At close · Oct 9
Rebalance outlook locked
Market Cap
$488.46M
Shares
5.73M
Volume · Oct 9 78.44K Avg daily vol (3M) 77.61K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 5
Total Value: $30,028,756
Total Shares: 405,794

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
77.3%
Sep 2023 → Jun 2026 · range 72.4% – 96.3%
+4.9 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 97.9% – 100.0%
+2.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
6,244
Sep 2023 → Jun 2026 · range 5,508 – 9,289
Highly concentrated+736

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
2
Unchanged
3
Holder count: -2
Institutional value: +3.2%
Shares held: -5.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BANC FUNDS CO LLC +4,000 313,859

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
KENNEDY CAPITAL MANAGEMENT LLC −775 18,862

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mink Brook Asset Management LLC 20,000 $1,359,800
Azimuth Capital Investment Management LLC 5,200 $353,548
Filter: New 0 Increased 1 Reduced 1 Sold out 2 Unchanged 3
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANC FUNDS CO LLC $23,225,566 77.34% 313,859
Siena Capital Partners GP, LLC $4,617,378 15.38% 62,397
KENNEDY CAPITAL MANAGEMENT LLC $1,395,788 4.65% 18,862
PL Capital Advisors, LLC $518,000 1.73% 7,000
EMERALD MUTUAL FUND ADVISERS TRUST $272,024 0.91% 3,676
Key facts CIK 1705284 CUSIP 74274F100 Visit website Investor relations