Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

PRIVATE BANCORP OF AMERICA INC (PBAM)

5 + Investors. Track Smart Money conviction in PBAM. See who's accumulating, reducing, or initiating positions.

Net Flow Q/Q

→ 0

Streak

1Q —

Buyers last Q

100%

Smart Money Signals — PBAM

Based on 5 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

5 hedge funds hold PBAM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding PBAM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 100% buying

1 buying0 selling

Last quarter: 1 funds were net buyers (0 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~0 new funds per quarter

Funds opening this position for the first time: 0 → 0 → 0 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

80% of holders stayed for 2+ years

■ 80% conviction (2yr+) ■ 20% medium ■ 0% new

4 out of 5 hedge funds have held PBAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~0 new funds/quarter

New funds entering each quarter: 0 → 0 → 0 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 40% 1-2yr ■ 0% new

Of 5 current holders: 3 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 5 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PBAM

In 2025 Q4, 1 hedge fund were net buyers of PBAM (1 added to existing positions), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 5.

Hedge Fund Ownership: PBAM

How many hedge funds hold PBAM — quarterly history vs. share price

Quarterly hedge fund ownership of PBAM vs. share price

Stock Performance

Real-time

Company Profile: PBAM

Financial Services Banks - Regional

Private Bancorp of America, Inc. operates as the bank holding company for CalPrivate Bank that provides banking products and services to individuals and businesses in California. The company offers checking and savings, money market, certificate of deposit, sweep, zero balance, and individual retirement accounts; unsecured lines of credit, personal credit lines, and term loans; additional services, such as direct deposits, online banking, ATM and debit cards, credit cards, savings/line of credit overdraft protection, and safe deposit boxes; and certificate of deposit account registry services. It also provides treasury management, merchant card, bill pay, positive pay, e-statement, remote deposit capture, ACH origination, wire transfer, electronic payments and collections, electronic check acceptance, account reconciliation, cash vault, and gift and business credit cards, as well as funds management services. In addition, the company offers term credit facilities and loans, equipment and business expansion loans, working capital lines of credit, commercial real estate financing, construction financing, letters of credit, business start-up loans, loans for business acquisition and partner buyouts, owner-occupied commercial real estate loans, equipment, furniture and fixture, and other loans; and CDARS and ICS products. Further, the company provides wealth management and legal services; and digital banking services. Private Bancorp of America, Inc. was founded in 2006 and is headquartered in La Jolla, California.

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.3

/ 10

conviction

Hedge Fund Positioning: PBAM

2026 Q1 Stats Unlock in 5 days 5 + Investors

Track Smart Money conviction in PBAM. See who's accumulating, reducing, or initiating positions.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	5	5	-
13F Shares	375K	371K	0.88%
Total Value	$22M	$22M	-1.69%
New Positions	0	0	-
Increased Positions	1	0	+1
Closed Positions	0	0	-
Reduced Positions	0	1	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: PBAM

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Financial Highlights

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Institutional Holders (2026 Q1)

5 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBAM. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 7 institutional holders of PBAM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BANC FUNDS CO LLC	3.92%	309,859	$21.1M
2	Siena Capital Partners GP, LLC	1.09%	62,397	$4.2M
3	Mink Brook Asset Management LLC	0.76%	20,000	$1.4M
4	PL Capital Advisors, LLC	0.14%	7,000	$476K
5	KENNEDY CAPITAL MANAGEMENT LLC	0.03%	19,637	$1.3M
6	Azimuth Capital Investment Management LLC	0.01%	5,200	$354K
7	EMERALD MUTUAL FUND ADVISERS TRUST	0.01%	3,676	$250K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — PRIVATE BANCORP OF AMERICA INC (PBAM)

What does the Smart Money Trend signal show for PBAM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PBAM?

More buyers than sellers — 100% buying: Last quarter: 1 funds were net buyers (0 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBAM holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 5 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBAM?

80% of holders stayed for 2+ years: 4 out of 5 hedge funds have held PBAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.