Who owns PKB
Which tracked institutional funds hold PKB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PKB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 PKB is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 7 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
PKB’s largest tracked holder by dollar value, RMG Wealth Management LLC, sizes it at 9.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PKB 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 103 tracked filers holding PKB, 55 increased or opened the position and 43 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 PKB 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 6
- RMG Wealth Management LLC$87M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- BNP PARIBAS FINANCIAL MARKETS$2M
- Outlook Wealth Advisors, LLC$2M
- Braeburn Wealth Management LLC$2M
- Coppell Advisory Solutions LLC$536K
Full exits 4
- HighTower Advisors, LLC$30M
- Cambridge Investment Research Advisors, Inc.$2M
- LOOMIS SAYLES & CO L P$1M
- JANE STREET GROUP, LLC$623K
Largest adds
- MML INVESTORS SERVICES, LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- MORGAN STANLEY$4M
- WELLS FARGO & COMPANY/MN$4M
- Cetera Investment Advisers$2M
- Fifth Third Securities, Inc.$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- DAVENPORT & Co LLC$687K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RMG Wealth Management LLC new | 1,326,149 | $87M | 31.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 289,760 | $32M | 11.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 193,635 | $22M | 7.9% | 2026-Q2 |
| Cetera Investment Advisers added | 132,456 | $15M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 114,985 | $13M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 92,231 | $10M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 84,241 | $9M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 81,343 | $9M | 3.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 44,317 | $5M | 1.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 43,836 | $5M | 1.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 41,272 | $5M | 1.7% | 2026-Q2 |
| MAI Capital Management added | 28,940 | $3M | 1.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 28,741 | $3M | 1.2% | 2026-Q2 |
| Great Diamond Partners, LLC added | 25,482 | $3M | 1.0% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 25,192 | $3M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 24,395 | $3M | 1.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 20,675 | $2M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,773 | $2M | 0.8% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 19,675 | $2M | 0.8% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 19,675 | $2M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 19,392 | $2M | 0.8% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 19,316 | $2M | 0.8% | 2026-Q2 |
| Braeburn Wealth Management LLC new | 16,415 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,487 | $2M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 14,455 | $2M | 0.6% | 2026-Q2 |
| Nilsine Partners, LLC added | 14,095 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 14,024 | $2M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 13,041 | $1M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 12,861 | $1M | 0.5% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 11,203 | $1M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,805 | $1M | 0.4% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 7,900 | $885K | 0.3% | 2026-Q2 |
| Mariner, LLC | 7,717 | $865K | 0.3% | 2026-Q2 |
| Accel Wealth Management trimmed | 7,554 | $846K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 7,547 | $846K | 0.3% | 2026-Q2 |
| IBEX WEALTH ADVISORS trimmed | 7,268 | $814K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,265 | $814K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 6,537 | $733K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 6,175 | $692K | 0.3% | 2026-Q2 |
| FMR LLC added | 6,162 | $691K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,842 | $655K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 5,794 | $649K | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 5,638 | $632K | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 5,485 | $615K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 5,101 | $572K | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 5,079 | $569K | 0.2% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 4,788 | $536K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 4,628 | $519K | 0.2% | 2026-Q2 |
| High Point Wealth Management, LLC trimmed | 4,471 | $501K | 0.2% | 2026-Q2 |
| KKM Financial LLC added | 4,047 | $454K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 3,859 | $432K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,719 | $417K | 0.2% | 2026-Q2 |
| CHOREO, LLC | 3,692 | $414K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 3,552 | $398K | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC added | 3,443 | $386K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,225 | $361K | 0.1% | 2026-Q2 |
| Carr Financial Group Corp trimmed | 3,203 | $359K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,073 | $344K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,035 | $340K | 0.1% | 2026-Q2 |
| Wellington Shields & Co., LLC added | 2,997 | $336K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 2,975 | $333K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 2,936 | $329K | 0.1% | 2026-Q2 |
| Northwest Financial Advisors | 2,854 | $320K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 2,694 | $302K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 2,618 | $293K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO | 2,567 | $288K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 2,426 | $272K | 0.1% | 2026-Q2 |
| PFG Advisors new | 2,330 | $261K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 2,318 | $260K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 2,232 | $250K | 0.1% | 2026-Q2 |
| Western Financial Corp/CA added | 2,141 | $240K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 2,018 | $226K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 2,016 | $226K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,129 | $127K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 974 | $106K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 793 | $89K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 743 | $83K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 724 | $81K | 0.0% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC new | 700 | $78K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 586 | $66K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 530 | $59K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 468 | $52K | 0.0% | 2026-Q2 |
| one8zero8, LLC | 335 | $38K | 0.0% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 283 | $32K | 0.0% | 2026-Q2 |
| Strategic Advocates LLC | 279 | $31K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 276 | $31K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 235 | $26K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 215 | $24K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 200 | $22K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 189 | $536K | 0.2% | 2026-Q2 |
| Copia Wealth Management | 139 | $16K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 91 | $10K | 0.0% | 2026-Q2 |
| HOWE & RUSLING INC | 90 | $10K | 0.0% | 2026-Q2 |
| Caldwell Trust Co new | 90 | $10K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 67 | $8K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 51 | $6K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 51 | $6K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 51 | $6K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 45 | $5K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 25 | $3K | 0.0% | 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.
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.