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/PBT/capital-change-brief"
Use Arkolith's capital_change_brief for PBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $137.3M | 6.4M | ▲+3.1% Added · +192K sh | Q1 2026 | |
| 2 | SoftVest Advisors, LLC | $133.8M | 6.2M | —Held | Q1 2026 | |
| 3 | SCHWARTZ INVESTMENT COUNSEL INC | $20.1M | 934K | ▼−3.5% Reduced · −33K sh | Q1 2026 | |
| 4 | Moors & Cabot, Inc. | $12.7M | 589K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 5 | SEI INVESTMENTS CO | $9.1M | 422K | ▲+116% Added · +227K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $6.5M | 301K | ▲+34% Added · +76K sh | Q1 2026 | |
| 7 | Hosking Partners LLP | $6.0M | 280K | ▼−19% Reduced · −66K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 269K | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 9 | Advisory Services Network, LLC | $5.4M | 251K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $5.0M | 231K | ▼−4.1% Reduced · −10K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $4.5M | 211K | ▼−8.1% Reduced · −19K sh | Q1 2026 | |
| 12 | SteelPeak Wealth, LLC | $5.0M | 199K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $3.4M | 158K | ▲+250% Added · +113K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $2.8M | 127K | ▲+25% Added · +26K sh | Q1 2026 | |
| 15 | Lido Advisors, LLC | $2.6M | 122K | ▼−0.4% Reduced · −486 sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.8M | 84K | ▼−15% Reduced · −14K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $1.5M | 72K | ▼−0.1% Reduced · −109 sh | Q1 2026 | |
| 18 | Pathstone Holdings, LLC | $1.4M | 63K | —Held | Q1 2026 | |
| 19 | Essex Financial Services, Inc. | $1.2M | 57K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $1.1M | 51K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 21 | Avondale Wealth Management | $1.2M | 46K | ▼−5.9% Reduced · −3K sh | Q2 2026 | |
| 22 | UBS Group AG | $760K | 35K | ▼−28% Reduced · −14K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $693K | 32K | —Held | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $479K | 22K | ▼−94% Reduced · −346K sh | Q1 2026 | |
| 25 | Family Manage LLC | $468K | 22K | —Held | 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 |
|---|---|---|---|---|---|
| Dec 19, 2025 | SoftVest, LP | 10% Owner | Expiration (E) | 1 | $0 |
| Dec 19, 2025 | SoftVest, LP | 10% Owner | Expiration (E) | 4K | $0 |
| Sep 19, 2025 | SoftVest Advisors, LLC | 10% Owner | Expiration (E) | 8K | $0 |
| Sep 19, 2025 | SoftVest Advisors, LLC | 10% Owner | Expiration (E) | 864 | $0 |
| Jul 3, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $26K |
| Jul 2, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 6K | $83K |
| Jul 1, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $25K |
| Jun 30, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 4K | $50K |
| Jun 27, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 7K | $86K |
| Jun 26, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $25K |
| Jun 25, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 4K | $48K |
| Jun 24, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 7K | $86K |
| Company | Co-held by | Combined value |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 31 funds | $1.7B |
| CHEVRON CORPCVX | 31 funds | $1.4B |
| CONOCOPHILLIPSCOP | 31 funds | $353.8M |
| MICROSOFT CORPMSFT | 30 funds | $7.0B |
| AMAZON.COM INCAMZN | 30 funds | $5.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.2B |
| BROADCOM INCAVGO | 30 funds | $2.7B |
| EXXON MOBIL CORPXOM | 30 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 30 funds | $1.1B |
| MASTERCARD INC - AMA | 30 funds | $910.9M |
Ranked by how many of PBT'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 PBT. 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.