HoldingsChannel.com
Funds Holding PBE

On this page, we present all of the funds holding PBE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBE, with a link to that fund's top holdings. The next columns indicate the amount of PBE stock held by each of the funds holding PBE, followed by the PBE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 94 funds holding PBE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gerber Kawasaki Wealth & Investment Management. For more details on the positions held by Gerber Kawasaki Wealth & Investment Management (or by any of the other funds holding PBE), click the fund name in the "Holder" column of the funds-holding-PBE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gerber Kawasaki Wealth & Investment Management301,293$19,837 12/31/2023
     PBE301,293$19,837 12/31/2023
Morgan Stanley197,514$13,004 12/31/2023
     PBE197,514$13,004 12/31/2023
Wells Fargo & Company MN97,896$6,445 12/31/2023
     PBE97,896$6,445 12/31/2023
Royal Bank of Canada93,574$6,161 12/31/2023
     PBE93,574$6,161 12/31/2023
LPL Financial LLC83,063$5,469 12/31/2023
     PBE83,063$5,469 12/31/2023
UBS Group AG76,957$5,067 12/31/2023
     PBE76,957$5,067 12/31/2023
Bank of America Corp DE71,148$4,684 12/31/2023
     PBE71,148$4,684 12/31/2023
Change Path LLC27,787$1,830 12/31/2023
     PBE27,787$1,830 12/31/2023
YHB Investment Advisors Inc.22,755$1,498 12/31/2023
     PBE22,755$1,498 12/31/2023
Institute for Wealth Management LLC.20,775$1,368 12/31/2023
     PBE20,775$1,368 12/31/2023
One Capital Management LLC19,799$1,304 12/31/2023
     PBE19,799$1,304 12/31/2023
Raymond James Financial Services Advisors Inc.18,967$1,227 03/31/2024
     PBE18,967$1,227 03/31/2024
Envestnet Asset Management Inc.17,454$1,149 12/31/2023
     PBE17,454$1,149 12/31/2023
US Bancorp DE16,500$1,086 12/31/2023
     PBE16,500$1,086 12/31/2023
Advisor Group Holdings Inc.15,444$1,017 12/31/2023
     PBE15,444$1,017 12/31/2023
NewEdge Wealth LLC15,064$992 12/31/2023
     PBE15,064$992 12/31/2023
Abbot Financial Management Inc.15,000$988 12/31/2023
     PBE15,000$988 12/31/2023
Massachusetts Wealth Management14,699$951 03/31/2024
     PBE14,699$951 03/31/2024
Stifel Financial Corp13,793$908 12/31/2023
     PBE13,793$908 12/31/2023
Commonwealth Equity Services LLC13,606$896 12/31/2023
     PBE13,606$896 12/31/2023
Cetera Investment Advisers13,061$860 12/31/2023
     PBE13,061$860 12/31/2023
Newman Dignan & Sheerar Inc.12,686$835 12/31/2023
     PBE12,686$835 12/31/2023
Penobscot Investment Management Company Inc.11,150$734 12/31/2023
     PBE11,150$734 12/31/2023
Dakota Wealth Management10,470$678 03/31/2024
     PBE10,470$678 03/31/2024
Rockefeller Capital Management L.P.10,060$662 12/31/2023
     PBE10,060$662 12/31/2023
Cetera Advisor Networks LLC9,061$597 12/31/2023
     PBE9,061$597 12/31/2023
Susquehanna International Group LLP8,791$579 12/31/2023
     PBE8,791$579 12/31/2023
M&T Bank Corp8,750$576 12/31/2023
     PBE8,750$576 12/31/2023
Flagship Harbor Advisors LLC8,141$527 03/31/2024
     PBE8,141$527 03/31/2024
Pacific Sun Financial Corp7,518$495 12/31/2023
     PBE7,518$495 12/31/2023
Hills Bank & Trust Co7,086$467 12/31/2023
     PBE7,086$467 12/31/2023
Raymond James & Associates6,976$451 03/31/2024
     PBE6,976$451 03/31/2024
Joel Isaacson & Co. LLC6,730$443 12/31/2023
     PBE6,730$443 12/31/2023
SignalPoint Asset Management LLC6,681$432 03/31/2024
     PBE6,681$432 03/31/2024
Kestra Advisory Services LLC5,566$366 12/31/2023
     PBE5,566$366 12/31/2023
Janney Montgomery Scott LLC5,445$358 12/31/2023
     PBE5,445$358 12/31/2023
Axxcess Wealth Management LLC5,342$352 12/31/2023
     PBE5,342$352 12/31/2023
Banque Cantonale Vaudoise5,184$335 03/31/2024
     PBE5,184$335 03/31/2024
Pathstone Holdings LLC5,000$329 12/31/2023
     PBE5,000$329 12/31/2023
GeoWealth Management LLC4,896$322 12/31/2023
     PBE4,896$322 12/31/2023
IHT Wealth Management LLC4,768$314 12/31/2023
     PBE4,768$314 12/31/2023
Strategic Blueprint LLC4,822$312 03/31/2024
     PBE4,822$312 03/31/2024
Investment House LLC4,650$306 12/31/2023
     PBE4,650$306 12/31/2023
MML Investors Services LLC4,590$302 12/31/2023
     PBE4,590$302 12/31/2023
Signet Financial Management LLC4,501$291 03/31/2024
     PBE4,501$291 03/31/2024
HighTower Advisors LLC4,032$267 12/31/2023
     PBE4,032$267 12/31/2023
Wharton Business Group LLC3,746$247 12/31/2023
     PBE3,746$247 12/31/2023
Capital Market Strategies LLC3,777$244 03/31/2024
     PBE3,777$244 03/31/2024
Wealth Enhancement Advisory Services LLC3,676$238 03/31/2024
     PBE3,676$238 03/31/2024
Private Advisor Group LLC3,546$233 12/31/2023
     PBE3,546$233 12/31/2023
Bank of Montreal Can3,465$231 12/31/2023
     PBE3,465$231 12/31/2023
Strategic Advisors LLC3,501$227 03/31/2024
     PBE3,501$227 03/31/2024
CWM LLC3,429$222 03/31/2024
     PBE3,429$222 03/31/2024
Creative Financial Designs Inc. ADV3,347$220 12/31/2023
     PBE3,347$220 12/31/2023
Baird Financial Group Inc.3,275$216 12/31/2023
     PBE3,275$216 12/31/2023
Northwestern Mutual Wealth Management Co.3,219$212 12/31/2023
     PBE3,219$212 12/31/2023
Captrust Financial Advisors3,122$206 12/31/2023
     PBE3,122$206 12/31/2023
Glenmede Trust Co. NA1,860$122 12/31/2023
     PBE1,860$122 12/31/2023
Webster Bank N. A.1,825$118 03/31/2024
     PBE1,825$118 03/31/2024
Advisory Services Network LLC1,550$102 12/31/2023
     PBE1,550$102 12/31/2023
Citigroup Inc.850$56 12/31/2023
     PBE850$56 12/31/2023
Covestor Ltd769$51 12/31/2023
     PBE769$51 12/31/2023
First PREMIER Bank670$43 03/31/2024
     PBE670$43 03/31/2024
FMR LLC660$43 12/31/2023
     PBE660$43 12/31/2023
Oakworth Capital Inc.611$40 03/31/2024
     PBE611$40 03/31/2024
Global Retirement Partners LLC600$39 03/31/2024
     PBE600$39 03/31/2024
Steward Partners Investment Advisory LLC563$37 12/31/2023
     PBE563$37 12/31/2023
Hollencrest Capital Management516$34 12/31/2023
     PBE516$34 12/31/2023
Comerica Bank406$27 12/31/2023
     PBE406$27 12/31/2023
Harbour Investments Inc.388$26 12/31/2023
     PBE388$26 12/31/2023
Blair William & Co. IL400$26 12/31/2023
     PBE400$26 12/31/2023
GWM Advisors LLC377$25 12/31/2023
     PBE377$25 12/31/2023
Financial Perspectives Inc350$23 03/31/2024
     PBE350$23 03/31/2024
FinTrust Capital Advisors LLC316$21 12/31/2023
     PBE316$21 12/31/2023
The PNC Financial Services Group Inc.300$20 12/31/2023
     PBE300$20 12/31/2023
Robbins Farley LLC282$18 03/31/2024
     PBE282$18 03/31/2024
BlackRock Inc.213$14 12/31/2023
     PBE213$14 12/31/2023
Signaturefd LLC213$14 12/31/2023
     PBE213$14 12/31/2023
Tsfg LLC200$13 03/31/2024
     PBE200$13 03/31/2024
McIlrath & Eck LLC205$13 12/31/2023
     PBE205$13 12/31/2023
Financial Avengers Inc.200$13 12/31/2023
     PBE200$13 12/31/2023
Allworth Financial LP167$11 03/31/2024
     PBE167$11 03/31/2024
Cornerstone Planning Group LLC164$11 12/31/2023
     PBE164$11 12/31/2023
Harbor Investment Advisory LLC150$10 03/31/2024
     PBE150$10 03/31/2024
First Horizon Advisors Inc.156$10 12/31/2023
     PBE156$10 12/31/2023
Aspire Wealth Management Corp89$6 12/31/2023
     PBE89$6 12/31/2023
Ameritas Investment Partners Inc.70$5 12/31/2023
     PBE70$5 12/31/2023
Tyler Stone Wealth Management72$5 12/31/2023
     PBE72$5 12/31/2023
Parallel Advisors LLC56$4 12/31/2023
     PBE56$4 12/31/2023
Baldwin Brothers Inc. MA50$3 03/31/2024
     PBE50$3 03/31/2024
Adirondack Trust Co.47$3 03/31/2024
     PBE47$3 03/31/2024
Blue Bell Private Wealth Management LLC21$1 03/31/2024
     PBE21$1 03/31/2024
Coppell Advisory Solutions LLC13$1 12/31/2023
     PBE13$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     PBE1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PBE0$0 12/31/2023

See Summary: Institutional Holders of PBE
See Details: Top 10 Hedge Funds Holding PBE
Also See: PBE Holdings Changes

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