PBAM Institutional Ownership & Shareholders
Private Bancorp of America, Inc. (PBAM) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.62M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
American Assets Investment Management, Llc is currently the largest disclosed institutional shareholder of PBAM tracked by InsiderSet, reporting ownership valued at approximately $46.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $46.82M, representing an estimated gain of +0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PBAM value among the investors covered in this analysis. Major shareholders include American Assets Investment Management, Llc, Banc Funds Co Llc, Siena Capital Partners Gp, Llc, and several other long-term asset managers with concentrated positions in Private Bancorp of America, Inc. (PBAM).
This page ranks the largest institutional PBAM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$83.62M
Largest Holder
American Assets Investment Management, Llc
Largest Position
$46.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Assets Investment Management, Llc | 2.86% | 548,651 | $46,453,101 | $46,821,876 | +$368,775 | +0.79% | |
| Banc Funds Co Llc | 3.84% | 313,859 | $23,225,566 | $26,784,727 | +$3,559,161 | +15.32% | |
| Siena Capital Partners Gp, Llc | 1.11% | 62,397 | $4,604,899 | $5,324,960 | +$720,061 | +15.64% | |
| Graham Capital Wealth Management, Llc | 2.10% | 31,703 | $2,696,340 | $2,705,534 | +$9,194 | +0.34% | |
| Daytona Street Capital Llc | 1.58% | 25,587 | $2,215,113 | $2,183,595 | -$31,518 | -1.42% | |
| Salzhauer Michael | 0.76% | 21,197 | $1,802,805 | $1,808,952 | +$6,147 | +0.34% | |
| Kennedy Capital Management Llc | 0.02% | 18,862 | $1,395,788 | $1,609,683 | +$213,895 | +15.32% | |
| Pl Capital Advisors, Llc | 0.14% | 7,000 | $518,000 | $597,380 | +$79,380 | +15.32% | |
| Emerald Mutual Fund Advisers Trust | 0.01% | 3,676 | $272,024 | $313,710 | +$41,686 | +15.32% | |
| Y-Intercept (Hong Kong) Ltd | 0.00% | 2,596 | $220,790 | $221,543 | +$753 | +0.34% | |
| Curtis Advisory Group, Llc | 0.04% | 2,580 | $219,429 | $220,177 | +$748 | +0.34% |
Frequently asked questions about PBAM
Who are the largest institutional holders of PBAM?
The largest institutional holders of PBAM reported in the latest SEC Form 13F filings include American Assets Investment Management, Llc, Banc Funds Co Llc, Siena Capital Partners Gp, Llc, Graham Capital Wealth Management, Llc, and Daytona Street Capital Llc. InsiderSet ranks institutional holders by their latest reported PBAM position.
What is PBAM institutional ownership?
This page tracks PBAM positions reported by institutional investment managers through SEC Form 13F. Private Bancorp of America, Inc. (PBAM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBAM?
InsiderSet currently tracks 11 institutional managers reporting PBAM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBAM shareholders.
How much PBAM stock do institutions own?
Institutional investment managers disclosed approximately $83.62M in PBAM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBAM institutional ownership last updated?
The latest PBAM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBAM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBAM position after the reporting date.
Are institutions buying or selling PBAM?
Institutional buying and selling can be analyzed by comparing PBAM positions across consecutive 13F reporting periods. InsiderSet's PBAM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBAM ownership changes.
How has PBAM institutional ownership changed over time?
InsiderSet tracks PBAM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.