PBAM · Private Bancorp of America, Inc. · Shareholders & Ownership
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Every disclosed holder of PBAM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PBAM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,044,222 | 18.22% |
| Insiders (Forms 3, 4, 5) | 846,763 | 14.78% |
| 13D/G-only blocks | 1,128,580 | 19.70% |
| Remaining | 2,710,223 | 47.30% |
| Registered funds (N-PORT, not summed) | 168,879 | 2.95% |
Shares outstanding: 5,729,788, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PBAM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
592,397 | ||
| 1.1 |
|
592,397 | ||
| 2 |
Fourthstone LLC
13G
CIK 1767803 · Registered investment adviser · Dec 31, 2023
Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 31, 2023
|
569,148 | ||
| 3 |
|
559,432 | ||
| 4 |
American Assets Investment Management, LLC
13F
CIK 1389256 · Registered investment adviser · Sep 30, 2026
|
548,651 | ||
| 5 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
313,859 | ||
| 6 |
|
130,289 | ||
| 7 |
John Hancock Financial Opportunities Fund
Fund
· Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
|
129,456 | ||
| 8 |
|
84,510 | ||
| 9 |
Siena Capital Partners GP, LLC
13F
CIK 1694886 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,397 | ||
| 10 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
13F
CIK 1907528 · Registered investment adviser · Sep 30, 2026
|
31,703 | ||
| 11 |
Daytona Street Capital LLC
13F
CIK 2101936 · Unknown · Sep 30, 2026
|
25,587 | ||
| 12 |
SALZHAUER MICHAEL
13F
CIK 1059543 · Unknown · Sep 30, 2026
|
21,197 | ||
| 13 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,862 | ||
| 14 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
17,967 | ||
| 15 |
Adara Smaller Companies Fund
Fund
S000047045 · Registered fund · Aug 31, 2026
RBB Fund, Inc., not summed
|
17,780 | ||
| 16 |
|
15,241 | ||
| 17 |
|
8,868 | ||
| 18 |
PL Capital Advisors, LLC
13F
CIK 1569147 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,000 | ||
| 19 |
|
5,856 | ||
| 20 |
|
5,789 | ||
| 21 |
AlphaCore Capital LLC
13F
CIK 1713662 · Registered investment adviser · Sep 30, 2026
|
4,653 | ||
| 22 |
EMERALD MUTUAL FUND ADVISERS TRUST
13F
CIK 1352895 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,676 | ||
| 22.1 |
Emerald Finance & Banking Innovation Fund
Fund
S000036389 · Registered fund · Jul 31, 2026
FINANCIAL INVESTORS TRUST, not summed
|
3,676 | ||
| 23 |
Y-Intercept (Hong Kong) Ltd
13F
CIK 1772875 · Exempt reporting adviser · Sep 30, 2026
|
2,596 | ||
| 24 |
Curtis Advisory Group, LLC
13F
CIK 1664656 · Unknown · Sep 30, 2026
|
2,580 | ||
| 25 |
|
2,500 | ||
| 26 |
CITIGROUP INC
13F
CIK 831001 · Bank · Sep 30, 2026
|
1,461 | ||
| 27 |
|
1,000 | ||
| 28 |
|
313 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.