Private Bancorp of America (PBAM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.1%.
Who owns Private Bancorp of America?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Selwyn Isakow (13G filed Sep 15, 2026) and Ernest Rady Trust U/D/T March 10, 1983 (13G filed Sep 24, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Banc Funds (313,859 shares), Siena Capital Partners GP (62,397 shares) and Kennedy Capital Management (18,862 shares).
Which institutions hold the most Private Bancorp of America shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Banc Funds: 313,859 shares
- 2. Siena Capital Partners GP: 62,397 shares
- 3. Kennedy Capital Management: 18,862 shares
- 4. PL Capital Advisors: 7,000 shares
- 5. Emerald Mutual Fund Advisers Trust: 3,676 shares
Sources:13G by Selwyn Isakow (Sep 15, 2026) ↗13G by Ernest Rady Trust U/D/T March 10, 1983 (Sep 24, 2026) ↗All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- PL Capital Advisors$518K0.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of PBAM (all 13F filers)
- Banc Funds314 KType not verified+4,000
- Siena Capital Partners GP62 KType not verified0
- Kennedy Capital Management19 KType not verified−775
- PL Capital Advisorsconcentrated7,000Investment firm0
- Emerald Mutual Fund Advisers Trust3,676Type not verified0
- Banc Funds
- Shares
- 314 K
- Change
- +4,000
See more
- Type
- Type not verified
- Value
- $23.2M
- Siena Capital Partners GP
- Shares
- 62 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $4.6M
- Shares
- 19 K
- Change
- −775
See more
- Type
- Type not verified
- Value
- $1.4M
- PL Capital Advisorsconcentrated
- Shares
- 7,000
- Change
- 0
See more
- Type
- Investment firm
- Value
- $518K
- Shares
- 3,676
- Change
- 0
See more
- Type
- Type not verified
- Value
- $272K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
Other Financials stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
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