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-Q2 13F filings (latest filed 2026-08-14). 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
1 tracked fund added or opened PBFB while 1 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 17 tracked filers holding PBFB, 5 increased or opened the position and 8 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 2026-Q1 and 2026-Q2 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.
Full exits 1
- LeClair Wealth Partners LLC$810K
Largest adds
- PRUDENTIAL FINANCIAL INC$6M
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 | 475,014 | $15M | 47.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 94,668 | $3M | 9.5% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC | 93,746 | $3M | 9.4% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 82,989 | $3M | 8.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 33,922 | $1M | 3.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 32,476 | $1M | 3.3% | 2026-Q2 |
| Blue Water Asset Management trimmed | 25,963 | $829K | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 23,953 | $765K | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 20,997 | $670K | 2.1% | 2026-Q2 |
| Three Seasons Wealth, LLC | 20,953 | $669K | 2.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 16,300 | $529K | 1.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,867 | $411K | 1.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10,048 | $321K | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,269 | $232K | 0.7% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC | 6,742 | $215K | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,016 | $32K | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC | 485 | $15K | 0.0% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 26,957 | $810K | 2.5% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 13,592 | $408K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 40 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. | 1,438 | $43K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.