Who owns PBFB?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBFB from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 959,408 shares of PBFB worth $30.6M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$30.6M
value, 2026 filers
959,408
shares disclosed
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBFB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 475,014 | $15.2M | 0.0% | — | +64.4% |
| 2 | Spire Wealth Management | 94,668 | $3.0M | 0.1% | — | -0.1% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 93,746 | $3.0M | 1.2% | — | 0.0% |
| 4 | AMERICAN ASSET MANAGEMENT INC. | 82,989 | $2.6M | 2.2% | — | -1.3% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 33,922 | $1.1M | 0.0% | — | -6.0% |
| 6 | Kestra Advisory Services, LLC | 32,476 | $1.0M | 0.0% | — | +5.3% |
| 7 | Blue Water Asset Management | 25,963 | $828,671 | 0.3% | — | -3.7% |
| 8 | Cetera Investment Advisers | 23,953 | $764,523 | 0.0% | — | +4.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 20,997 | $670,170 | 0.0% | — | 0.0% |
| 10 | Three Seasons Wealth, LLC | 20,953 | $668,765 | 0.1% | — | 0.0% |
| 11 | KINTRA WEALTH, LLC | 16,300 | $529,207 | 0.0% | — | +72.6% |
| 12 | MML INVESTORS SERVICES, LLC | 12,867 | $410,681 | 0.0% | — | +19.1% |
| 13 | DHJJ Financial Advisors, Ltd. | 10,048 | $320,707 | 0.1% | — | 0.0% |
| 14 | ROYAL BANK OF CANADA | 7,269 | $232,000 | 0.0% | — | -5.5% |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | 6,742 | $215,171 | 0.0% | — | 0.0% |
| 16 | PNC Financial Services Group, Inc. | 1,016 | $32,428 | 0.0% | — | 0.0% |
| 17 | ST GERMAIN D J CO INC | 485 | $15,480 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.