Stifel Financial
PBBK

Stifel Financial’s PB Bankshares PBBK Stock Holding History

Stifel Financial’s Portfolio PBBK Stock Details PBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,418
Closed -$315K – 3670
2025
Q3 		$315K Buy
+16,418
New +$309K ﹤0.01% 3084

Other funds holding PBBK

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stifel Financial's PBBK Position: Q4 2025 in Review

Stifel Financial sold out of PB Bankshares (PBBK) in Q4 2025, closing a stake of 16,418 shares — an estimated $315K sold.

Stifel Financial first reported a position in PBBK in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 18 funds tracked by Wall St. Rank hold PBBK as of Q4 2025.

  • Stifel Financial reported no remaining PB Bankshares position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 16,418 PB Bankshares shares in Q4 2025, an estimated $315K.
  • Stifel Financial first reported a position in PB Bankshares in Q3 2025 and held it in 1 quarter.
  • Stifel Financial's PB Bankshares position peaked at $315K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held PB Bankshares as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.