AI Holders Summary · Q1 2026

22 institutions reported PBHC in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 38.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$7M474K0.00%Q1 2026 02

Minerva Advisors LLC

CIK 0001541536

$4M262K2.63%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M131K0.00%Q2 2026 04

Oppenheimer & Close, LLC

CIK 0001591377

$2M95K0.95%Q2 2026 05

Hamilton Point Investment Advisors, LLC

CIK 0001599746

$610K38K0.09%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$443K28K0.00%Q2 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$325K20K0.00%Q2 2026 08

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$308K19K0.00%Q2 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$235K15K0.00%Q2 2026 10

CALDWELL SUTTER CAPITAL, INC.

CIK 0000702007

$235K15K0.09%Q2 2026 11

BlackRock, Inc.

CIK 0002012383

$208K13K0.00%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$205K13K0.00%Q2 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$162K10K0.00%Q2 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$93K6K0.00%Q2 2026 15

UBS Group AG

CIK 0001610520

$42K3K0.00%Q2 2026 16

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$26K2K0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$8K4950.00%Q2 2026 18

CWM, LLC

CIK 0001535847

$2K1730.00%Q1 2026 19

Tower Research Capital LLC (TRC)

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