2026-08-17
No AI summary for this filing type
View Full Filing (SEC EDGAR)Private Bancorp Of America I
$88.50-0.2%
+$238.6K
Net Activity
-5.14% total shares
Institutions Holding
5
Popularity Rank
#11881
Avg Weight
1.02%
Total Value
$30.0M
5 institutions currently hold PBAM, with 1 net buyers and 3 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Decreased
Based on recent trading activity
Net Selling Institutions
3
Net Buying Institutions
1
Top 5 by Value
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Across its top 5 institutional holders, PBAM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 20/100).
PBAM ranks #11881 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
5 institutions disclose a position in PBAM, but none treat it as a major bet — even Banc Funds Co LLC, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Banc Funds Co LLC has added to its PBAM position for two straight quarters, increasing it by $6.9M to reach $23.2M today.
+$296.0K
Total Buy Value
$1.8M
Total Sell Value
1
Net Buyers
3
Net Sellers
PBAM
Q2 2026
Top 5 Institutional Movers
+$2.2M
-$1.4M
+$392.5K
+$60.7K
PBAM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
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View Full Filing (SEC EDGAR)Private Bancorp of America (PBAM) filed an 8-K on August 11, 2026, saying it is furnishing an investor presentation that management will use in talks with investors, analysts, and other interested parties. The presentation is attached as Exhibit 99.1 and is also posted on the company's investor relations website. The company stresses that the information is "furnished" rather than "filed," so it does not count as a filed document under Section 18 of the Securities Exchange Act of 1934. There are no new financial figures or personnel changes in this 8-K itself — it is largely a routine disclosure.
View Full Filing (SEC EDGAR)Private Bancorp of America (PBAM) disclosed in an August 10 8-K that its bank subsidiary, CalPrivate Bank, granted CEO Richard L. Sowers an option to buy 30,000 shares of common stock on August 4. The exercise price is $85.65, the stock's closing price on the grant date. The option only becomes exercisable after the company's 2028 audited financial statements are delivered and certain performance goals are met, and Sowers must remain employed through the vesting date. It expires ten years after the grant and is subject to standard forfeiture and clawback provisions.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)74274F100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
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4,637
Total reported value
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Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
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Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access PBAM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PBAMCLI
npx alphasmo stocks get PBAM