Cerity Partners’s Private Bancorp of America PBAM Stock Holding History

Cerity Partners’s Portfolio PBAM Stock Details PBAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$693K	Buy	+8,150	New	+$714K	﹤0.01%	2254

Other funds holding PBAM

American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fourthstone LLC St Louis, Missouri $420M AUM 28.49% 1-Year Est. Return

Elizabeth Park Capital Advisors Pepper Pike, Ohio $134M AUM 23.77% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

Cerity Partners's PBAM Position: Q3 2026 in Review

Cerity Partners opened a new position in Private Bancorp of America (PBAM) in Q3 2026: 8,150 shares worth $693K. The stake represents ﹤0.01% of the portfolio and ranks #2254 among its holdings.

39 funds tracked by Wall St. Rank hold PBAM as of Q3 2026.

Cerity Partners held 8,150 shares of Private Bancorp of America worth $693K as of Q3 2026.
Private Bancorp of America was a new Cerity Partners position in Q3 2026.
Private Bancorp of America made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2254 holding.
39 funds tracked by Wall St. Rank held Private Bancorp of America as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.