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Independent Financial Group’s PCB Bancorp PCB Stock Holding History

Independent Financial Group’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,225
Closed -$365K – 1605
2026
Q1 		$365K Buy
+16,225
New +$363K 0.01% 1067

Other funds holding PCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Independent Financial Group's PCB Position: Q2 2026 in Review

Independent Financial Group sold out of PCB Bancorp (PCB) in Q2 2026, closing a stake of 16,225 shares — an estimated $365K sold.

Independent Financial Group first reported a position in PCB in Q1 2026 and held it in 1 quarter. The position peaked at $365K in Q1 2026. 109 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

  • Independent Financial Group reported no remaining PCB Bancorp position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 16,225 PCB Bancorp shares in Q2 2026, an estimated $365K.
  • Independent Financial Group first reported a position in PCB Bancorp in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's PCB Bancorp position peaked at $365K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.