Who owns PBFB
Which tracked institutional funds hold PBFB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBFB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PBFB is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PBFB’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PBFB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 20 tracked filers holding PBFB, 16 increased or opened the position and 2 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PBFB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Spire Wealth Management$3M
- LeClair Wealth Partners LLC$810K
- RAYMOND JAMES FINANCIAL INC$631K
Largest adds
- AMERICAN ASSET MANAGEMENT INC.$2M
- PRUDENTIAL FINANCIAL INC$2M
- JIM SAULNIER & ASSOCIATES, LLC$1M
- Blue Water Asset Management$461K
- Kestra Advisory Services, LLC$376K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$282K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC added | 288,905 | $9M | 35.7% | 2026-Q1 |
| Spire Wealth Management new | 94,789 | $3M | 11.7% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC added | 93,746 | $3M | 11.6% | 2026-Q1 |
| AMERICAN ASSET MANAGEMENT INC. added | 84,119 | $3M | 10.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 36,098 | $1M | 4.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 30,853 | $927K | 3.8% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 26,957 | $810K | 3.3% | 2026-Q1 |
| Blue Water Asset Management added | 26,957 | $810K | 3.3% | 2026-Q1 |
| Cetera Investment Advisers added | 23,040 | $692K | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 20,997 | $631K | 2.6% | 2026-Q1 |
| Three Seasons Wealth, LLC | 20,953 | $629K | 2.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,592 | $408K | 1.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 10,804 | $325K | 1.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 10,048 | $302K | 1.2% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 9,442 | $284K | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,694 | $231K | 1.0% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 6,742 | $203K | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,016 | $31K | 0.1% | 2026-Q1 |
| ST GERMAIN D J CO INC new | 485 | $15K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 40 | $1K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,438 | $43K | 0.2% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.