CalPrivate Bank

PBAM · OTC

$85.64+$1.88 (+2.24%)TodayMarket closed ·
Prev close $83.76

Who owns PBAM

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 11.8% of PBAM’s shares.

  • 1st & Main Growth Partners5.6%
  • Manulife Investment Management (North America) Limited2.3%
  • Parks (James R)1.4%
  • Siena Capital Partners GP, LLC1.1%
  • Next 6 largest institutions1.5%
  • All other shareholders88.2%
Top institutional holders of PBAM
HolderShares% of shares
1st & Main Growth Partners313.86K5.58%
Manulife Investment Management (North America) Limited129.46K2.30%
Parks (James R)76.96K1.37%
Siena Capital Partners GP, LLC62.40K1.11%
Sowers (Richard L)23.84K0.42%
Kennedy Capital Management LLC18.86K0.34%
Schlaybaugh (Rex E Jr.)15.24K0.27%
Isakow (Selwyn)9.21K0.16%
Stewart (Cory D)8.87K0.16%
PL Capital, LLC7.00K0.12%

Largest mutual fund holders

Top mutual fund holders of PBAM
HolderShares% of shares
John Hancock Financial Opportunities Fund129.46K2.30%
RBC Microcap Value Fund5.36K0.10%
Emerald Finance & Banking Innovation Fund3.68K0.07%

Insider trades

Form 4 filings by officers, directors and large holders

Insiders made no open-market buys or sales of PBAM in the last 6 months.

Latest PBAM insider transactions
InsiderTypeSharesValue
Sowers Richard L.Award30.00K—

Short interest

Settled Sep 30, 2026

Shares short
135.54K
Days to cover
1.00
% of shares outstanding
2.41%
Average daily volume
161.33K
Change since last report
+354.0%

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