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Who Owns Private Bancorp of America Stock?

NASDAQ: PBAMFinancial ServicesBanks - RegionalUSD

85.43-0.53 (-0.62%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
19.79%
Institutional holders
10
  • Institutions 19.8%
  • Insiders 22.5%
  • Public and other 57.7%

Who owns Private Bancorp of America stock?

Institutional investors own about 19.8% of Private Bancorp of America's shares, spread across 10 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 22.49% of PBAM.

The largest institutional holders are BANC FUNDS CO LLC (5.48%), Siena Capital Partners GP, LLC (1.09%) and Kennedy Capital Management, LLC (0.33%). Together, the top 5 institutions control 7.1% of shares outstanding. In their latest filings, 1 of the top 5 institutions increased their PBAM positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of PBAM

Private Bancorp of America top institutional holders
InstitutionShares% HeldChange
BANC FUNDS CO LLC313.86K5.48%+1.3%
Siena Capital Partners GP, LLC62.40K1.09%0.0%
Kennedy Capital Management, LLC18.86K0.33%-4.0%
PL Capital Advisors, LLC7.00K0.12%0.0%
Emerald Mutual Fund Advisers Trust3.68K0.06%0.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of PBAM

Private Bancorp of America top fund holders
FundShares% Held
John Hancock Financial Opportunities Fund129.46K2.26%
John Hancock Investment Trust II-Regional Bank Fund23.94K0.42%
RBB Fund, Inc.-Adara Smaller Companies Fund17.78K0.31%
FINANCIAL INVESTORS TRUST-Emerald Finance and Banking Innovation Fund3.68K0.06%

Frequently asked questions

Who is the largest shareholder of Private Bancorp of America?

BANC FUNDS CO LLC is the largest institutional shareholder of PBAM, owning 5.48% of shares outstanding (313.86K shares) as of its latest 13F filing.

What percentage of Private Bancorp of America is owned by institutions?

Institutions own about 19.8% of PBAM shares and 25.5% of the public float.

How much of Private Bancorp of America do insiders own?

Insiders, such as officers and directors, own about 22.49% of PBAM shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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