$PBAM

$85.93 -$0.06 (0.07%) Close

$PBAM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.7M shares outstanding

Who owns PBAM?

By type of holder

Institutions 7.1% Insiders 10.0% Everyone else 82.9%

Concentration Top 10 holders own 16.9%

Isakow Selwyn 5.6% · Banc Funds Co LLC 5.5%

Institutional ownership

7.1%

-0.3 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−16.8K

by institutions in Q2 2026

New / sold out

0 / 1

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Banc Funds Co LLC +4.0K

Biggest sellers in Q2 2026

Mink Brook Asset Management LLC SOLD OUT −20.0K
Kennedy Capital Management LLC −775

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for CalPrivate Bank in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for CalPrivate Bank.

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years0% 1–3 years21% Under 1 year2%

Quarterly turnover

2.9%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting PBAM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BF Banc Funds Co LLC	313.9K	5.48%	+4.0K (+1.3%)	≤2021	3.8%
Shares held by quarter Peak holding411.6K (Q3'24) Change over 8 quarters−97.7K Share of the company5.480% Banc Funds Co LLC's full portfolio →
SC Siena Capital Partners GP, LLC	62.4K	1.09%	Unchanged	2023	1.1%
Shares held by quarter Peak holding62.4K (Q1'25) Change over 8 quarters+2.6K Share of the company1.090% Siena Capital Partners GP, LLC's full portfolio →

Banc Funds Co LLC

313.9K

% of company

5.48%

Change vs last qtr

+4.0K (+1.3%)

Held since

≤2021

Siena Capital Partners GP, LLC

62.4K

% of company

1.09%

Change vs last qtr

Unchanged

Held since

2023

4 more super investors behind a free account

See every manager holding CalPrivate Bank, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PBAM on Form N-PORT; together they hold 2.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
JH John Hancock Financial Opportunities Fund John Hancock Financial Opportunities Fund	$9.58M	129.5K	2.26%	1.19%	June 30, 2026
RB Regional Bank Fund John Hancock Investment Trust II	$1.51M	18.0K	0.31%	0.16%	July 31, 2026

John Hancock Financial Opportunities Fund

Position value

$9.58M

% of company

2.26%

% of the fund

1.19%

As of

June 30, 2026

Regional Bank Fund

John Hancock Investment Trust II

Position value

$1.51M

% of company

0.31%

% of the fund

0.16%

As of

July 31, 2026

1 more funds behind a free account

See every fund holding CalPrivate Bank and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
IS Isakow Selwyn Insider	322.2K	5.62%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company5.620% Isakow Selwyn's insider activity →
PJ Parks James R Insider	130.3K	2.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.270% Parks James R's insider activity →

Isakow Selwyn

Insider

322.2K

% of company

5.62%

Change vs last qtr

—

Held since

—

Parks James R

Insider

130.3K

% of company

2.27%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of CalPrivate Bank.

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