This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PB/capital-change-brief"
Use Arkolith's capital_change_brief for PB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $629.3M | 9.4M | ▲+5.2% Added · +465K sh | Q1 2026 | |
| 2 | AQR CAPITAL MANAGEMENT LLC | $422.1M | 6.3M | ▲+37% Added · +1.7M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $376.1M | 5.6M | ▲New +5.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $345.1M | 5.1M | ▼−2.0% Reduced · −102K sh | Q1 2026 | |
| 5 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $331.7M | 4.9M | ▲+277% Added · +3.6M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $331.1M | 4.9M | ▲+4.3% Added · +205K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $292.1M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $216.7M | 3.2M | ▼−12% Reduced · −454K sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $205.6M | 3.1M | ▼−2.7% Reduced · −87K sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $158.5M | 2.3M | ▲+4.4% Added · +98K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $137.8M | 2.1M | ▲+9.3% Added · +175K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $131.8M | 2.0M | ▼−3.4% Reduced · −70K sh | Q1 2026 | |
| 13 | T. Rowe Price Investment Management, Inc. | Withheld | 1.7M | ▼−3.6% Reduced · −63K sh | Q1 2026 | |
| 14 | BROWN ADVISORY INC | $105.2M | 1.6M | ▼−22% Reduced · −441K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86.9M | 1.3M | ▲+11% Added · +124K sh | Q1 2026 | |
| 16 | North Reef Capital Management LP | $74.4M | 1.1M | ▲+149% Added · +663K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $66.5M | 990K | ▲+4.5% Added · +42K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $66.2M | 985K | ▲+54% Added · +346K sh | Q1 2026 | |
| 19 | SNYDER CAPITAL MANAGEMENT L P | $65.3M | 972K | ▼−12% Reduced · −132K sh | Q1 2026 | |
| 20 | VICTORY CAPITAL MANAGEMENT INC | $60.3M | 897K | ▼−2.5% Reduced · −23K sh | Q1 2026 | |
| 21 | UBS Group AG | $54.5M | 811K | ▲+26% Added · +167K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $54.5M | 811K | ▲+2.7% Added · +22K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $50.8M | 756K | ▼−16% Reduced · −145K sh | Q1 2026 | |
| 24 | Artisan Partners Limited Partnership | $45.4M | 676K | ▲+4.2% Added · +27K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $41.8M | 622K | ▲New +622K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | HOLMES NED S | Director | Sell (S) | 95 | $7K |
| Jul 15, 2026 | HOLMES NED S | Director | Sell (S) | 5 | $361 |
| Jul 15, 2026 | HOLMES NED S | Director | Sell (S) | 500 | $37K |
| Jul 15, 2026 | HOLMES NED S | Director | Sell (S) | 500 | $37K |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 499 | $35K |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 1 | $72 |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 499 | $35K |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 1 | $72 |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 95 | $7K |
| Jul 8, 2026 | HOLMES NED S | Director | Sell (S) | 5 | $359 |
| Jul 6, 2026 | Franklin Robert R Jr | Vice Chairman, Director | Grant (A) | 25K | $0 |
| Jul 1, 2026 | HOLMES NED S | Director | Sell (S) | 500 | $37K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 146 funds | $56.9B |
| AMAZON.COM INCAMZN | 144 funds | $44.7B |
| ALPHABET INC-CL AGOOGL | 144 funds | $36.6B |
| META PLATFORMS INC-CLASS AMETA | 144 funds | $25.6B |
| JPMORGAN CHASE & COJPM | 144 funds | $19.7B |
| BROADCOM INCAVGO | 143 funds | $30.0B |
| ELI LILLY & COLLY | 143 funds | $14.7B |
| VISA INC-CLASS A SHARESV | 143 funds | $11.9B |
| MERCK & CO. INC.MRK | 143 funds | $6.7B |
| CHEVRON CORPCVX | 142 funds | $8.5B |
| NVIDIA CORPNVDA | 141 funds | $85.7B |
| APPLE INCAAPL | 141 funds | $71.3B |
Ranked by how many of PB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.