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Private Bancorp of America I (PBAM)

CUSIP: 74274F100 | NYSE | 16 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13GSelwyn Isakow
with Hilary Isakow
592,39710.3%New 5%+ stakeJul 29, 2026No 13F filer matched
13GErnest Rady Trust U/D/T March 10, 1983
with Insurance Company of the West, American Assets Investment Management, LLC
559,4329.8%New 5%+ stakeJul 29, 2026No 13F filer matched
13GSelwyn Isakow592,397
10.3% of class · Jul 29, 2026New 5%+ stake
with Hilary Isakow
No 13F filer matched
13GErnest Rady Trust U/D/T March 10, 1983559,432
9.8% of class · Jul 29, 2026New 5%+ stake
with Insurance Company of the West, American Assets Investment Management, LLC
No 13F filer matched

Institutional Holders — Q3 2026

American Assets Investment Management, LLC548,651
2.9% of portfolio›$46.5M
Graham Capital Wealth Management, LLC31,703
2.1% of portfolio›$2.7M
Daytona Street Capital LLC25,587
1.6% of portfolio›$2.2M
Salzhauer Michael21,197
0.7% of portfolio›$1.8M
AlphaCore Capital LLC4,653
0.0% of portfolio›$395.7K
Y-Intercept (Hong Kong) Ltd2,596
0.0% of portfolio›$220.8K
Curtis Advisory Group, LLC2,580
0.0% of portfolio›$219.4K
Citigroup Inc1,461
0.0% of portfolio›$124.3K
StyleTurnoverLocationFiled
American Assets Investment Management, LLC
548,651$46.5M2.9%GARPVery LowSan Diego, CA2026-10-30
Graham Capital Wealth Management, LLC
31,703$2.7M2.1%YieldHighWashington, DC2026-10-26
Daytona Street Capital LLC
25,587$2.2M1.6%Deep ValueMediumSaint Louis, MO2026-10-15
Salzhauer Michael
21,197$1.8M0.7%GARPLowNew York, NY2026-10-28
AlphaCore Capital LLC
4,653$395.7K0.0%ETFLowLa Jolla, CA2026-11-04
Y-Intercept (Hong Kong) Ltd
2,596$220.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Curtis Advisory Group, LLC
2,580$219.4K0.0%ETFLowSanta Barbara, CA2026-10-28
Citigroup Inc
1,461$124.3K0.0%CoreMediumNew York, NY2026-11-04