Pacwest Bancorp
PACWDelisted Nov 30, 2023- Industry
- National Commercial Banks
- SEC CIK
- 0001102112
Pacwest Bancorp was delisted on Nov 30, 2023; its insiders filed their last Form 4 on Dec 1, 2023; 256 institutions reported holding it in 13F filings for Q3 2023, worth $768.5M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Pacwest Bancorp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 337
- +3 vs. Q1 2021
- Shares held
- 104.8M
- +1.38M (+1.3%) vs. Q1 2021
- Total value
- $4.23B
- +$358.6M (+9.3%) vs. Q1 2021
- New holders
- 45
- 98 more added
- Sold out
- 42
- 124 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PACW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $8 |
| Q1 2026 | 1 | $8 |
| Q4 2025 | 1 | $8 |
| Q3 2025 | 1 | $8 |
| Q2 2025 | 1 | $8 |
| Q1 2025 | 1 | $8 |
| Q4 2024 | 1 | $8 |
| Q3 2024 | 1 | $8 |
| Q2 2024 | 1 | $8 |
| Q1 2024 | 1 | $8 |
| Q4 2023 | 4 | $5.96K |
| Q3 2023 | 256 | $768.5M |
| Q2 2023 | 259 | $690.4M |
| Q1 2023 | 277 | $909.4M |
| Q4 2022 | 300 | $2.48B |
| Q3 2022 | 303 | $2.46B |
| Q2 2022 | 332 | $2.86B |
| Q1 2022 | 380 | $4.56B |
| Q4 2021 | 370 | $4.71B |
| Q3 2021 | 341 | $4.68B |
| Q2 2021 | 337 | $4.23B |
| Q1 2021 | 335 | $3.87B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Pacwest Bancorp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| PNC Managed Account Solutions, Inc. | 12 | $0 | 0.00% | +12 | New |
| Caldwell Trust Co | 23 | $947 | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 25 | $1.00K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 26 | $1.07K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 42 | $2.00K | 0.00% | +12+40.0% | Added |
| Lindbrook Capital, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 103 | $4.00K | 0.00% | −16−13.4% | Reduced |
| North Star Investment Management Corp. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 93 | $4.00K | 0.00% | +93 | New |
| HC Financial Advisors Inc | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 168 | $6.92K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 182 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 174 | $7.00K | 0.00% | +22+14.5% | Added |
| Enterprise Financial Services Corp | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 212 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 230 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 269 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 331 | $14.0K | 0.01% | +331 | New |
| Old North State Trust, LLC | 420 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 446 | $18.0K | 0.00% | +2+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 471 | $19.0K | 0.00% | −900−65.6% | Reduced |
| Howe & Rusling Inc | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 523 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 577 | $24.0K | 0.00% | −2,200−79.2% | Reduced |
| First Horizon Corp | 641 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 640 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 684 | $28.0K | 0.00% | +49+7.7% | Added |
| Signaturefd, LLC | 808 | $33.0K | 0.00% | +588+267.3% | Added |
| Parkside Financial Bank & Trust | 926 | $38.0K | 0.01% | +18+2.0% | Added |
| Harvest Fund Management Co., Ltd | 933 | $38.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 937 | $39.0K | 0.01% | +5+0.5% | Added |
| Advisory Services Network, LLC | 953 | $39.0K | 0.00% | +953 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,018 | $42.0K | 0.01% | −1,018−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 1,056 | $44.0K | 0.01% | −606−36.5% | Reduced |
| Covington Capital Management | 1,345 | $55.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,378 | $57.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $61.7K | 0.00% | −1,900−55.9% | Reduced |
| Van Eck Associates Corp | 1,569 | $65.0K | 0.00% | +1,569 | New |
| Eagle Bay Advisors LLC | 1,545 | $65.0K | 0.05% | +1,545 | New |
| SRS Capital Advisors, Inc. | 1,643 | $68.0K | 0.01% | +1,643 | New |
| Huntington National Bank | 1,806 | $74.0K | 0.00% | −150−7.7% | Reduced |
| Eaton Vance Management | 2,162 | $89.0K | 0.00% | +1,928+823.9% | Added |
| Toronto Dominion Bank | 2,227 | $92.0K | 0.00% | −466−17.3% | Reduced |
| FourThought Financial, LLC | 2,286 | $94.0K | 0.01% | −150−6.2% | Reduced |
| USA Financial Portformulas Corp | 2,338 | $96.0K | 0.08% | +2,338 | New |
| NEXT Financial Group, Inc | 2,440 | $100.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,000 | $123.0K | 0.01% | −2,000−40.0% | Reduced |
| Group One Trading, L.P. | 3,553 | $146.0K | 0.00% | +3,553 | New |
| Carolina Wealth Advisors, LLC | 3,638 | $150.0K | 0.10% | +802+28.3% | Added |
| Sargent Bickham Lagudis LLC | 3,668 | $151.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 4,710 | $194.0K | 0.07% | +4,710 | New |
| Vestmark Advisory Solutions, Inc. | 4,862 | $200.0K | 0.01% | +4,862 | New |
| United Capital Financial Advisers, LLC | 4,961 | $204.0K | 0.00% | +4,961 | New |
| The PNC Financial Services Group, Inc. | 5,031 | $207.0K | 0.00% | +360+7.7% | Added |
| Future Financial Wealth Managment LLC | 5,022 | $207.0K | 0.21% | +5,022 | New |
| Sheaff Brock Investment Advisors, LLC | 5,141 | $211.0K | 0.02% | +5,141 | New |
| Coldstream Capital Management Inc | 5,330 | $219.0K | 0.01% | +5,330 | New |
| Jackson Creek Investment Advisors LLC | 5,412 | $223.0K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,471 | $225.0K | 0.00% | −141−2.5% | Reduced |
| Centiva Capital, LP | 5,496 | $226.0K | 0.02% | +5,496 | New |
| TRUE Private Wealth Advisors | 5,684 | $233.0K | 0.03% | −927−14.0% | Reduced |
| Stephens Inc | 5,805 | $239.0K | 0.00% | +3+0.1% | Added |
| M&T Bank Corp | 5,822 | $240.0K | 0.00% | −382−6.2% | Reduced |
| Utah Retirement Systems | 6,100 | $251.0K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 6,177 | $254.0K | 0.02% | −537−8.0% | Reduced |
| Banco Santander, S.A. | 6,258 | $258.0K | 0.00% | +6,258 | New |
| Putnam Investments LLC | 6,300 | $259.0K | 0.00% | 00.0% | Unchanged |
| American National Insurance Co | 6,350 | $261.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,439 | $265.0K | 0.01% | +162+2.6% | Added |
| Shelton Capital Management | 6,472 | $266.0K | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 6,558 | $270.0K | 0.12% | −269−3.9% | Reduced |
| Quantbot Technologies LP | 6,651 | $273.0K | 0.02% | +6,651 | New |
| Mogy Joel R Investment Counsel Inc | 7,000 | $288.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 7,100 | $292.0K | 0.00% | −1,400−16.5% | Reduced |
| Moody National Bank Trust Division | 7,450 | $307.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,495 | $308.0K | 0.03% | +7,495 | New |
| Inscription Capital, LLC | 7,495 | $308.0K | 0.03% | +7,495 | New |
| Mount Yale Investment Advisors, LLC | 7,596 | $313.0K | 0.04% | +1,632+27.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,728 | $318.0K | 0.00% | −1,000−11.5% | Reduced |
| Poplar Forest Capital LLC | 7,722 | $318.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,900 | $352.0K | 0.01% | 00.0% | Unchanged |