Private Bancorp of America, Inc. (PBAM) Institutional Ownership Changes & 13F Activity
Private Bancorp of America, Inc. (PBAM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers 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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| American Assets Investment Management, Llc | Buy | +548,651 | — | 548,651 | $46.45M | Q3 2026 | Oct 30, 2026 |
| Salzhauer Michael | Buy | +21,197 | — | 21,197 | $1.80M | Q3 2026 | Oct 28, 2026 |
| Curtis Advisory Group, Llc | Buy | +2,580 | — | 2,580 | $219.43K | Q3 2026 | Oct 28, 2026 |
| Graham Capital Wealth Management, Llc | Buy | +31,703 | — | 31,703 | $2.70M | Q3 2026 | Oct 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | Buy | +2,596 | — | 2,596 | $220.79K | Q3 2026 | Oct 16, 2026 |
| Daytona Street Capital Llc | Buy | +25,587 | — | 25,587 | $2.22M | Q3 2026 | Oct 15, 2026 |
| Siena Capital Partners Gp, Llc | Sell | -62,397 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Sell | -18,862 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Banc Funds Co Llc | Sell | -313,859 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Emerald Mutual Fund Advisers Trust | Sell | -3,676 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 05, 2026 |
| Pl Capital Advisors, Llc | Sell | -7,000 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 31, 2026 |
Frequently asked questions about PBAM activity
Which institutional owners are buying PBAM?
Institutional owners buying PBAM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PBAM activity?
"Buy" means an investor increased their reported position in PBAM compared to the prior reporting period. This reflects growing exposure to Private Bancorp of America, Inc. (PBAM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBAM increasing?
Institutional interest in PBAM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PBAM Institutional Insights
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