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Institutional Ownership · SEC Form 13F

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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

212
Institutional holders
9M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PFBC is one-sided between 2026-Q1 and 2026-Q2: 66 added or opened and 21 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

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 2026-Q1 and 2026-Q2, across 212 tracked filers holding PFBC, 112 increased or opened the position and 96 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 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.

New buyers 7

  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2M
  • Corient Private Wealth LP$786K
  • Jupiter Topco LLC$679K
  • DARK FOREST CAPITAL MANAGEMENT LP$617K
  • BALYASNY ASSET MANAGEMENT L.P.$555K
  • VARCOV Co.$524K

Full exits 13

  • T. Rowe Price Investment Management, Inc.$98M
  • HRT FINANCIAL LP$2M
  • JANE STREET GROUP, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • CANADA LIFE ASSURANCE Co$991K
  • LSV ASSET MANAGEMENT$889K

Largest adds

  • TWO SIGMA INVESTMENTS, LP$17M
  • STATE STREET CORP$15M
  • BlackRock, Inc.$14M
  • AMERICAN CENTURY COMPANIES INC$11M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9M
  • DIMENSIONAL FUND ADVISORS LP$8M

Largest trims

  • TUDOR INVESTMENT CORP ET AL$4M
  • KENNEDY CAPITAL MANAGEMENT LLC$2M
  • RENAISSANCE TECHNOLOGIES LLC$1M
  • FIRST TRUST ADVISORS LP$1M
  • CITADEL ADVISORS LLC$985K
  • SEI INVESTMENTS CO$458K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,159,221$123M12.9%2026-Q2
STATE STREET CORP added646,206$69M7.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed573,320$61M6.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed475,275$51M5.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added447,109$48M5.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added439,652$47M4.9%2026-Q2
Boston Partners added412,063$44M4.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added399,169$42M4.4%2026-Q2
Nuveen, LLC trimmed332,262$35M3.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added315,265$34M3.5%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added258,444$27M2.9%2026-Q2
MORGAN STANLEY added224,570$24M2.5%2026-Q2
GOLDMAN SACHS GROUP INC added174,961$19M1.9%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed167,220$18M1.9%2026-Q2
HSBC HOLDINGS PLC trimmed154,396$16M1.7%2026-Q2
NORTHERN TRUST CORP added150,000$16M1.7%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added141,435$15M1.6%2026-Q2
Stieven Capital Advisors, L.P. trimmed117,921$13M1.3%2026-Q2
Bank of New York Mellon Corp trimmed116,241$12M1.3%2026-Q2
Invesco Ltd. added112,712$12M1.3%2026-Q2
Dana Investment Advisors, Inc. added105,736$11M1.2%2026-Q2
Qube Research & Technologies Ltd trimmed96,660$10M1.1%2026-Q2
Phocas Financial Corp. trimmed96,557$10M1.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added83,058$9M0.9%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added77,471$8M0.9%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed76,700$8M0.9%2026-Q2
FMR LLC added73,380$8M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed72,413$8M0.8%2026-Q2
UBS Group AG trimmed70,158$7M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC added67,689$7M0.8%2026-Q2
ProShare Advisors LLC trimmed67,640$7M0.8%2026-Q2
CITADEL ADVISORS LLC trimmed64,837$7M0.7%2026-Q2
Public Sector Pension Investment Board added62,805$7M0.7%2026-Q2
De Lisle Partners LLP56,179$6M0.6%2026-Q2
FRANKLIN RESOURCES INC trimmed51,071$5M0.6%2026-Q2
JPMORGAN CHASE & CO added42,072$4M0.5%2026-Q2
D. E. Shaw & Co., Inc. added40,979$4M0.5%2026-Q2
KESTREL INVESTMENT MANAGEMENT CORP39,750$4M0.4%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed39,265$4M0.4%2026-Q2
FIRST TRUST ADVISORS LP trimmed38,433$4M0.4%2026-Q2
FEDERATED HERMES, INC. added38,337$4M0.4%2026-Q2
PRUDENTIAL FINANCIAL INC added35,133$4M0.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed32,932$3M0.4%2026-Q2
RHUMBLINE ADVISERS trimmed29,699$3M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed27,957$3M0.3%2026-Q2
Legal & General Group Plc trimmed25,689$3M0.3%2026-Q2
ROYCE & ASSOCIATES LP added25,156$3M0.3%2026-Q2
Swiss National Bank trimmed22,589$2M0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed22,572$2M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added20,827$2M0.2%2026-Q2
XTX Topco Ltd added20,736$2M0.2%2026-Q2
Fisher Asset Management, LLC added18,576$2M0.2%2026-Q2
Russell Investments Group, Ltd. added18,250$2M0.2%2026-Q2
Trexquant Investment LP trimmed17,513$2M0.2%2026-Q2
Quantbot Technologies LP trimmed17,408$2M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added16,108$2M0.2%2026-Q2
Angel Oak Capital Advisors, LLC15,500$2M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added15,356$2M0.2%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed15,331$2M0.2%2026-Q2
CITIGROUP INC added15,300$2M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added15,149$2M0.2%2026-Q2
Quantinno Capital Management LP added14,461$2M0.2%2026-Q2
SEI INVESTMENTS CO trimmed14,448$2M0.2%2026-Q2
Hennion & Walsh Asset Management, Inc. trimmed14,294$2M0.2%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added14,179$2M0.2%2026-Q2
WINTON GROUP Ltd trimmed14,179$2M0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC13,676$1M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P.13,474$1M0.1%2026-Q2
Squarepoint Ops LLC trimmed12,898$1M0.1%2026-Q2
NewEdge Wealth, LLC added12,640$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added12,336$1M0.1%2026-Q2
DEUTSCHE BANK AG\ added12,074$1M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed12,040$1M0.1%2026-Q2
Unison Advisors LLC added10,831$1M0.1%2026-Q2
Vanguard Global Advisers, LLC10,680$1M0.1%2026-Q2
ROYAL BANK OF CANADA added10,048$1M0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed10,018$1M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added9,976$1M0.1%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added9,813$1M0.1%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed9,586$1M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed9,259$984K0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. added9,203$978K0.1%2026-Q2
BARCLAYS PLC trimmed8,890$945K0.1%2026-Q2
INTRUST BANK NA trimmed8,250$877K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd8,097$860K0.1%2026-Q2
SummerHaven Investment Management, LLC8,016$852K0.1%2026-Q2
CREDIT AGRICOLE S A7,640$812K0.1%2026-Q2
GLOBEFLEX CAPITAL L P trimmed7,510$798K0.1%2026-Q2
Corient Private Wealth LP new7,395$786K0.1%2026-Q2
Brevan Howard Capital Management LP added7,369$783K0.1%2026-Q2
Allspring Global Investments Holdings, LLC added6,804$723K0.1%2026-Q2
MetLife Investment Management, LLC added6,706$713K0.1%2026-Q2
KLP KAPITALFORVALTNING AS6,700$712K0.1%2026-Q2
Jupiter Topco LLC new6,398$679K0.1%2026-Q2
FIFTH THIRD BANCORP trimmed6,069$645K0.1%2026-Q2
State of Tennessee, Department of Treasury added5,996$637K0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed5,893$626K0.1%2026-Q2
DARK FOREST CAPITAL MANAGEMENT LP added5,809$617K0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD5,800$616K0.1%2026-Q2
Illinois Municipal Retirement Fund added5,777$614K0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership