Y-Intercept (HK)
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Y-Intercept (HK)’s Private Bancorp of America PBAM Stock Holding History

Y-Intercept (HK)’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 		$221K Buy
+2,596
New +$228K ﹤0.01% 1465

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
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return

Y-Intercept (HK)'s PBAM Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Private Bancorp of America (PBAM) in Q3 2026: 2,596 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings.

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

  • Y-Intercept (HK) held 2,596 shares of Private Bancorp of America worth $221K as of Q3 2026.
  • Private Bancorp of America was a new Y-Intercept (HK) position in Q3 2026.
  • Private Bancorp of America made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1465 holding.
  • 6 funds tracked by Wall St. Rank held Private Bancorp of America as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.