Latest Period
Q1 2026
Security Snapshot
Private Bancorp of America, Inc. - COMMON STOCK (PBAM) Institutional Ownership
CUSIP: 74274F100
13F Institutional Holders and Ownership History from Q4 2015 to Q1 2026
Institutions Reporting
7
Shares (Excl. Options)
427,769
Price
$67.99
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- PBAM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 427,769
- Total 13F value
- $29,054,063
- Portfolio coverage rank
- 0%
- Share change
- +53,100
- Value change
- +$3,610,269
- Number of holders
- 7
- SEC-reported price per share
- $73.74
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PBAM - Private Bancorp of America, Inc. - COMMON STOCK is tracked under CUSIP 74274F100.
- 7 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 5 to 7 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $21,550,964 to $29,054,063.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 7 institutions filings for Q1 2026.
Security key
74274F100
Latest holder period
Q1 2026
13F holders
7
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74274F100:
As of 31 Mar 2026, 7 institutional investors reported holding 427,769 shares of Private Bancorp of America, Inc. - COMMON STOCK (PBAM).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
42
Latest
Q1 2026
Rows shown
1-25 of 42
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 427,769 | $29,054,063 | +$3,610,269 | $67.99 | 7 |
| 2025 Q4 | 374,669 | $21,550,964 | +$187,375 | $57.53 | 5 |
| 2025 Q3 | 371,412 | $21,922,519 | -$3,072,312 | $59.05 | 5 |
| 2025 Q2 | 423,441 | $22,945,244 | -$1,400,015 | $54.22 | 5 |
| 2025 Q1 | 449,262 | $24,601,657 | -$1,470,257 | $54.91 | 5 |
| 2024 Q4 | 476,116 | $27,491,546 | -$1,372,007 | $57.74 | 5 |
| 2024 Q3 | 499,878 | $22,449,660 | +$3,324,165 | $45.00 | 5 |
| 2024 Q2 | 425,541 | $14,958,645 | +$989,500 | $35.17 | 3 |
| 2024 Q1 | 397,541 | $13,573,875 | +$1,030,512 | $34.15 | 4 |
| 2023 Q4 | 367,365 | $12,841,586 | +$1,894,602 | $35.00 | 3 |
| 2023 Q3 | 312,778 | $9,920,258 | +$131,181 | $31.42 | 2 |
| 2023 Q2 | 308,645 | $8,348,373 | +$312,373 | $27.05 | 2 |
| 2023 Q1 | 297,097 | $8,616,000 | $29.00 | 1 | |
| 2022 Q4 | 297,097 | $9,623,000 | -$64,780 | $32.39 | 1 |
| 2022 Q3 | 299,097 | $8,749,000 | $29.25 | 1 | |
| 2022 Q2 | 299,097 | $8,668,000 | -$463,689 | $28.98 | 1 |
| 2022 Q1 | 315,097 | $9,466,000 | -$468,312 | $30.04 | 1 |
| 2021 Q4 | 331,622 | $8,937,000 | -$1,402,938 | $26.94 | 2 |
| 2021 Q3 | 383,679 | $9,492,000 | -$3,273,422 | $24.51 | 2 |
| 2021 Q2 | 515,934 | $12,667,000 | -$834,726 | $24.57 | 2 |
| 2021 Q1 | 549,934 | $13,199,000 | -$101,000 | $24.02 | 2 |
| 2020 Q4 | 558,124 | $10,325,000 | +$148 | $18.49 | 2 |
| 2020 Q3 | 558,116 | $7,395,000 | $13.25 | 2 | |
| 2020 Q2 | 558,116 | $7,032,000 | +$215,849 | $12.61 | 2 |
| 2020 Q1 | 540,986 | $7,033,000 | +$430,006 | $13.00 | 2 |