As of the latest SEC filings, Private Bancorp of America, Inc. (PBAM) is held by 2 institutional funds. The largest fund shareholder is John Hancock Financial Opportunities Fund (BTO), holding an estimated $8,801,713.44 in market value, representing 1.25% of its portfolio.
Funds holding Private Bancorp of America, Inc. (PBAM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PBAM
- CIK:
- 0001705284
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 1.25% | $8,801,713.44 | 129,456 | Mar 31, 2026 | May 29, 2026 |
|
FFBFX
Emerald Finance & Banking Innovation Fund
|
MF | Independent / Boutique | 0.63% | $276,251.40 | 3,676 | Apr 30, 2026 | Jun 22, 2026 |
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