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/PBH/capital-change-brief"
Use Arkolith's capital_change_brief for PBH. 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. | $437.9M | 7.4M | ▼−3.6% Reduced · −274K sh | Q1 2026 | |
| 2 | ARIEL INVESTMENTS, LLC | $253.3M | 4.3M | ▲+4.2% Added · +172K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $166.2M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $158.4M | 2.7M | ▲+3.5% Added · +92K sh | Q1 2026 | |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $130.5M | 2.2M | ▲+3.0% Added · +65K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $124.1M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $116.8M | 2.0M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 8 | Allspring Global Investments Holdings, LLC | $89.9M | 1.6M | ▼−3.4% Reduced · −55K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $86.5M | 1.5M | ▲+2.0% Added · +28K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $80.5M | 1.4M | ▲+13% Added · +155K sh | Q1 2026 | |
| 11 | WESTWOOD HOLDINGS GROUP INC | $66.4M | 1.1M | ▼−5.1% Reduced · −60K sh | Q1 2026 | |
| 12 | BRANDES INVESTMENT PARTNERS, LP | $50.6M | 854K | ▲+41% Added · +247K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $44.5M | 750K | ▲+2.9% Added · +21K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $44.0M | 742K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 15 | Boston Trust Walden Corp | $38.1M | 643K | ▼−9.9% Reduced · −70K sh | Q1 2026 | |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | $35.1M | 599K | ▼−2.6% Reduced · −16K sh | Q1 2026 | |
| 17 | NORGES BANK | $37.0M | 599K | ▲+14% Added · +75K sh | Q4 2025 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $35.4M | 598K | ▼−8.1% Reduced · −53K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $32.7M | 556K | ▼−8.9% Reduced · −54K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $32.4M | 547K | ▼−3.3% Reduced · −19K sh | Q1 2026 | |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | $32.4M | 546K | ▼−2.2% Reduced · −12K sh | Q1 2026 | |
| 22 | RICE HALL JAMES & ASSOCIATES, LLC | $30.9M | 522K | ▲+4.2% Added · +21K sh | Q1 2026 | |
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $28.5M | 480K | ▲New +480K sh | Q1 2026 | |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.0M | 473K | ▼−10.0% Reduced · −52K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $27.1M | 458K | ▼−13% Reduced · −69K 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 |
|---|---|---|---|---|---|
| May 11, 2026 | Zerillo Jeffrey | Senior VP Operations | Sell (S) | 351 | $18K |
| May 7, 2026 | Zerillo Jeffrey | Senior VP Operations | Sell (S) | 305 | $17K |
| May 7, 2026 | Zerillo Jeffrey | Senior VP Operations | Tax withholding (F) | 351 | $19K |
| May 7, 2026 | Sacco Christine | CFO & COO | Tax withholding (F) | 991 | $54K |
| May 7, 2026 | Lombardi Ronald M. | Chief Executive Officer, Director | Tax withholding (F) | 3K | $139K |
| May 7, 2026 | Mekhail Adel | EVP, Marketing & Sales | Tax withholding (F) | 487 | $27K |
| May 5, 2026 | Sacco Christine | CFO & COO | Tax withholding (F) | 1K | $71K |
| May 5, 2026 | Lombardi Ronald M. | Chief Executive Officer, Director | Tax withholding (F) | 2K | $122K |
| May 5, 2026 | Zerillo Jeffrey | Senior VP Operations | Sell (S) | 346 | $19K |
| May 5, 2026 | Zerillo Jeffrey | Senior VP Operations | Sell (S) | 1K | $66K |
| May 5, 2026 | Zerillo Jeffrey | Senior VP Operations | Tax withholding (F) | 307 | $17K |
| May 4, 2026 | P'Pool William | See Remarks | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 112 funds | $47.1B |
| NVIDIA CORPNVDA | 110 funds | $64.9B |
| APPLE INCAAPL | 110 funds | $55.4B |
| ALPHABET INC-CL AGOOGL | 110 funds | $30.5B |
| JPMORGAN CHASE & COJPM | 110 funds | $15.7B |
| JOHNSON & JOHNSONJNJ | 110 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 109 funds | $20.9B |
| BANK OF AMERICA CORPBAC | 109 funds | $5.4B |
| AMAZON.COM INCAMZN | 108 funds | $33.0B |
| ELI LILLY & COLLY | 108 funds | $12.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 108 funds | $11.7B |
| COSTCO WHOLESALE CORPCOST | 108 funds | $8.8B |
Ranked by how many of PBH'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 PBH. 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.