Filing Research | PCB - PCB BANCORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	3.7KSH	$104.5K
2	EverSource Wealth Advisors, LLC	Shares	269SH	$7.6K
3	GAMMA Investing LLC	Shares	191SH	$5.4K
4	IFP Advisors, Inc	Shares	83SH	$2.4K
5	Farther Finance Advisors, LLC	Shares	27SH	$762
6	Fortitude Family Office, LLC	Shares	26SH	$738
7	SBI Securities Co., Ltd.	Shares	16SH	$454
8	True Wealth Design, LLC	Shares	10SH	$284
9	SJS Investment Consulting Inc.	Shares	4SH	$114
10	State of Alaska, Department of Revenue	Shares	518SH	$14
11	Capital Advisors, Ltd. LLC	Shares	424SH	$12

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$58.0K	$104.5K
2	EverSource Wealth Advisors, LLC new	Shares	+269	+$7.6K	$7.6K
3	GAMMA Investing LLC unchanged	Shares	0	+$1.1K	$5.4K
4	IFP Advisors, Inc added	Shares	+13	+$781	$2.4K
5	Farther Finance Advisors, LLC new	Shares	+27	+$762	$762
6	Fortitude Family Office, LLC new	Shares	+26	+$738	$738
7	SBI Securities Co., Ltd. added	Shares	+15	+$432	$454
8	SJS Investment Consulting Inc. unchanged	Shares	0	+$24	$114
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$14
10	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$12
11	True Wealth Design, LLC trimmed	Shares	-4	-$31	$284
12	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-16.2K	-$364.9K	$0

Filing Research | PCB - PCB BANCORP Institutional Holdings