Who owns PFBC
Which tracked institutional funds hold PFBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFBC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
38 tracked funds added or opened PFBC while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
PFBC’s largest tracked holder by dollar value, BlackRock, 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 gap the other way — the median holder sizes PFBC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFBC 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 205 tracked filers holding PFBC, 99 increased or opened the position and 115 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 PFBC 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 9
- VANGUARD CAPITAL MANAGEMENT LLC$46M
- VANGUARD PORTFOLIO MANAGEMENT LLC$23M
- VANGUARD FIDUCIARY TRUST CO$7M
- XTX Topco Ltd$2M
- EXCHANGE TRADED CONCEPTS, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 13
- VANGUARD GROUP INC$70M
- TWO SIGMA ADVISERS, LP$6M
- MARSHALL WACE, LLP$3M
- Azora Capital LP$3M
- Brandywine Global Investment Management, LLC$3M
- SEGALL BRYANT & HAMILL, LLC$2M
Largest adds
- T. Rowe Price Investment Management, Inc.$60M
- TWO SIGMA INVESTMENTS, LP$7M
- TUDOR INVESTMENT CORP ET AL$3M
- STATE STREET CORP$2M
- FRANKLIN RESOURCES INC$2M
- UBS Group AG$2M
Largest trims
- Boston Partners$11M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- GOLDMAN SACHS GROUP INC$5M
- BlackRock, Inc.$5M
- DENALI ADVISORS LLC$4M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,204,923 | $109M | 11.0% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,082,201 | $98M | 9.9% | 2026-Q1 |
| STATE STREET CORP added | 588,589 | $53M | 5.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 579,154 | $53M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 501,919 | $46M | 4.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 416,788 | $38M | 3.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 400,320 | $36M | 3.7% | 2026-Q1 |
| Boston Partners trimmed | 395,947 | $36M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 376,150 | $34M | 3.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 333,462 | $30M | 3.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 250,185 | $23M | 2.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 220,404 | $20M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 212,217 | $19M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 184,725 | $17M | 1.7% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 171,757 | $16M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 163,449 | $15M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 147,846 | $13M | 1.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 141,315 | $13M | 1.3% | 2026-Q1 |
| Stieven Capital Advisors, L.P. added | 122,621 | $11M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 120,102 | $11M | 1.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 101,657 | $9M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 101,048 | $9M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 100,207 | $9M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 86,828 | $8M | 0.8% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC added | 83,263 | $8M | 0.8% | 2026-Q1 |
| UBS Group AG added | 81,771 | $7M | 0.7% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 79,421 | $7M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 77,406 | $7M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 73,594 | $7M | 0.7% | 2026-Q1 |
| FMR LLC added | 73,158 | $7M | 0.7% | 2026-Q1 |
| ProShare Advisors LLC added | 71,687 | $7M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 65,962 | $6M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 61,047 | $6M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 56,129 | $5M | 0.5% | 2026-Q1 |
| De Lisle Partners LLP added | 56,179 | $5M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 55,791 | $5M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 53,390 | $5M | 0.5% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 39,750 | $4M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 39,306 | $4M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 37,987 | $3M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 36,147 | $3M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 34,687 | $3M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 33,862 | $3M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 33,740 | $3M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 30,688 | $3M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 29,855 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 28,428 | $3M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 26,730 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 26,165 | $2M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 24,990 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 24,272 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 23,189 | $2M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 21,975 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 21,038 | $2M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 20,539 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 20,102 | $2M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 19,364 | $2M | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 19,335 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 18,795 | $2M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 18,545 | $2M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 15,601 | $1M | 0.1% | 2026-Q1 |
| Angel Oak Capital Advisors, LLC added | 15,500 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,656 | $1M | 0.1% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 14,321 | $1M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 14,201 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 13,474 | $1M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 13,977 | $1M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 13,676 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 13,428 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 13,107 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 11,913 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 11,662 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,261 | $1M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 10,938 | $991K | 0.1% | 2026-Q1 |
| Unison Advisors LLC added | 10,743 | $974K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 10,680 | $969K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 10,563 | $958K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 10,168 | $922K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 10,026 | $909K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 9,961 | $903K | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 9,953 | $903K | 0.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 9,800 | $889K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 8,918 | $809K | 0.1% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 8,816 | $800K | 0.1% | 2026-Q1 |
| INTRUST BANK NA added | 8,689 | $788K | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 8,510 | $772K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 745,840 | $70M | 7.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 62,800 | $6M | 0.6% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 33,569 | $3M | 0.3% | 2025-Q4 stale |
| Azora Capital LP new | 32,882 | $3M | 0.3% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 31,073 | $3M | 0.3% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC added | 23,290 | $2M | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 21,767 | $2M | 0.2% | 2025-Q4 stale |
| Jackson Creek Investment Advisors LLC added | 18,574 | $2M | 0.2% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 14,113 | $1M | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 12,345 | $1M | 0.1% | 2025-Q4 stale |
| PICTON MAHONEY ASSET MANAGEMENT added | 13,408 | $1M | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 10,675 | $1M | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd added | 10,212 | $923K | 0.1% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 8,745 | $757K | 0.1% | 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.