Who owns PBL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBL from SEC Form 13F filings across 6 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, 6 institutions disclosed 1.4M shares of PBL worth $45.7M; the largest disclosed holder is CARY STREET PARTNERS FINANCIAL LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$45.7M
value, 2026 filers
1.4M
shares disclosed
2
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 PBL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | 1.2M | $38.5M | 0.8% | — | -7.9% |
| 2 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 99,937 | $3.3M | 0.7% | — | +39.4% |
| 3 | JPMORGAN CHASE & CONEW | 90,269 | $3.0M | 0.0% | — | new |
| 4 | ROYAL BANK OF CANADA | 13,284 | $440,000 | 0.0% | — | -41.0% |
| 5 | OSAIC HOLDINGS, INC. | 12,211 | $404,793 | 0.0% | — | +54.6% |
| 6 | WELLS FARGO & COMPANY/MNNEW | 1,852 | $61,394 | 0.0% | — | new |
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.