Curtis Advisory Group
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Curtis Advisory Group’s Private Bancorp of America PBAM Stock Holding History

Curtis Advisory Group’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 		$219K Buy
+2,580
New +$226K 0.04% 115

Other funds holding PBAM

American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Curtis Advisory Group's PBAM Position: Q3 2026 in Review

Curtis Advisory Group opened a new position in Private Bancorp of America (PBAM) in Q3 2026: 2,580 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings.

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

  • Curtis Advisory Group held 2,580 shares of Private Bancorp of America worth $219K as of Q3 2026.
  • Private Bancorp of America was a new Curtis Advisory Group position in Q3 2026.
  • Private Bancorp of America made up 0.04% of Curtis Advisory Group's portfolio in Q3 2026, its #115 holding.
  • 6 funds tracked by Wall St. Rank held Private Bancorp of America as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.