CUSIP: 70336F203 | NYSE | Financial Services · Banks - Regional | Micro Cap | 140 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/ASteven and Ainslie Sugarman Living Trust | 9,019,978 | 7.8% | −2,089,043 | Oct 16, 2025 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 427,980 | $393.7K | 0.0% | GARP | Low | El Segundo, CA | 2026-10-15 | |
| 275,387 | $253.4K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 213,334 | $196.3K | 0.0% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 121,828 | $112.1K | 0.0% | ETF | Low | San Diego, CA | 2026-10-28 | |
| 100,000 | $92.0K | 0.0% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 64,044 | $58.9K | 0.0% | Core | Medium | Huntersville, NC | 2026-11-02 | |
| 57,242 | $53 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 37,700 | $34.7K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 32,500 | $29.9K | 0.0% | Growth | Medium | Poway, CA | 2026-10-13 | |
| 20,000 | $18.4K | 0.0% | ETF | Very Low | Newport Beach, CA | 2026-10-23 | |
| 5,900 | $5.4K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 1,427 | $1.3K | 0.0% | Deep Value | Medium | Saint Louis, MO | 2026-10-15 | |
| 1,000 | $920 | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 | |
| 255 | $235 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 92 | $85 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 8 | $7 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 1 | $1 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |