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, Q4 2021
Institutional positions in Pacwest Bancorp as of Dec 31, 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
- 370
- +33 vs. Q3 2021
- Shares held
- 104.2M
- +833.2K (+0.8%) vs. Q3 2021
- Total value
- $4.71B
- +$30.0M (+0.6%) vs. Q3 2021
- New holders
- 66
- 106 more added
- Sold out
- 33
- 127 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Pacwest Bancorp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $0 | 0.00% | +11 | New |
| Cambridge Trust Co | 11 | $0 | 0.00% | +11 | New |
| Covestor Ltd | 8 | $0 | 0.00% | +8 | New |
| Quent Capital, LLC | 4 | $0 | 0.00% | +4 | New |
| McDonald Partners LLC | 9 | $407 | 0.00% | +9 | New |
| Absolute Capital Management, LLC | 9 | $407 | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 13 | $587 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 12 | $1.00K | 0.00% | −146−92.4% | Reduced |
| AdvisorNet Financial, Inc | 21 | $1.00K | 0.00% | +5+31.3% | Added |
| Tradewinds Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $1.00K | 0.00% | +16 | New |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | +31 | New |
| Caldwell Trust Co | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Fortitude Advisory Group L.L.C. | 39 | $2.00K | 0.00% | +39 | New |
| Carroll Financial Associates, Inc. | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $3.00K | 0.00% | +67 | New |
| RE Dickinson Investment Advisors, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Dark Forest Capital Management LP | 97 | $4.00K | 0.00% | −8−7.6% | Reduced |
| Washington Trust Co | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 95 | $4.00K | 0.00% | +95 | New |
| North Star Investment Management Corp. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 145 | $7.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $7.00K | 0.00% | +162 | New |
| American Portfolios Advisors | 168 | $7.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 172 | $8.00K | 0.00% | −771−81.8% | Reduced |
| Aquatic Capital Management LLC | 200 | $9.00K | 0.02% | +200 | New |
| Federation des caisses Desjardins du Quebec | 200 | $9.03K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 212 | $10.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 270 | $12.0K | 0.00% | −348,634−99.9% | Reduced |
| Lazard Asset Management LLC | 383 | $17.0K | 0.00% | +383 | New |
| Steward Partners Investment Advisory, LLC | 471 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 525 | $24.0K | 0.00% | −115−18.0% | Reduced |
| Gemmer Asset Management LLC | 523 | $24.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 532 | $24.0K | 0.00% | +32+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 563 | $26.0K | 0.00% | +460+446.6% | Added |
| Spire Wealth Management | 602 | $27.0K | 0.00% | +25+4.3% | Added |
| Umb Bank N A | 605 | $27.0K | 0.00% | +605 | New |
| Parallel Advisors, LLC | 627 | $28.0K | 0.00% | +149+31.2% | Added |
| Alaethes Wealth LLC | 625 | $28.0K | 0.02% | +625 | New |
| Farmers & Merchants Investments Inc | 649 | $29.0K | 0.00% | +649 | New |
| Parkside Financial Bank & Trust | 857 | $39.0K | 0.01% | −85−9.0% | Reduced |
| Signaturefd, LLC | 868 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 897 | $41.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 913 | $41.0K | 0.00% | +76+9.1% | Added |
| Harvest Fund Management Co., Ltd | 933 | $42.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,018 | $46.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,259 | $57.0K | 0.04% | −444−26.1% | Reduced |
| Widmann Financial Services, Inc. | 1,302 | $58.0K | 0.05% | +1,302 | New |
| Covington Capital Management | 1,345 | $61.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,378 | $62.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,430 | $65.0K | 0.03% | +1,430 | New |
| Alpha Paradigm Partners, LLC | 1,477 | $67.0K | 0.03% | +1,477 | New |
| SRS Capital Advisors, Inc. | 1,643 | $74.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,712 | $77.0K | 0.00% | +1,712 | New |
| Vestcor Inc | 1,706 | $77.0K | 0.00% | +1,706 | New |
| Huntington National Bank | 1,806 | $82.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,100 | $95.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,261 | $102.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,257 | $102.0K | 0.00% | +2,257 | New |
| Eaton Vance Management | 2,311 | $105.0K | 0.00% | +86+3.9% | Added |
| NEXT Financial Group, Inc | 2,440 | $110.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,713 | $122.0K | 0.01% | +2,713 | New |
| Van Eck Associates Corp | 2,774 | $125.0K | 0.00% | +275+11.0% | Added |
| Atwood & Palmer Inc | 3,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,668 | $166.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,428 | $200.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,475 | $202.0K | 0.12% | +4,475 | New |
| Paragon Capital Management Ltd | 4,570 | $206.0K | 0.03% | −53−1.1% | Reduced |
| Qtron Investments LLC | 4,558 | $206.0K | 0.05% | +4,558 | New |
| Future Financial Wealth Managment LLC | 4,531 | $210.0K | 0.17% | −491−9.8% | Reduced |
| Parisi Gray Wealth Management | 4,710 | $213.0K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,803 | $217.0K | 0.00% | −136−2.8% | Reduced |
| Walleye Trading LLC | 4,801 | $217.0K | 0.00% | +4,801 | New |
| MKT Advisors LLC | 4,660 | $222.0K | 0.17% | +4,660 | New |
| United Capital Financial Advisers, LLC | 4,973 | $225.0K | 0.00% | +5+0.1% | Added |
| Glenview Trust Co | 5,000 | $226.0K | 0.01% | +5,000 | New |
| FDx Advisors, Inc. | 5,038 | $228.0K | 0.01% | +79+1.6% | Added |
| Independent Solutions Wealth Management, LLC | 5,112 | $230.9K | 0.05% | +5,112 | New |
| Sheaff Brock Investment Advisors, LLC | 5,141 | $233.0K | 0.02% | −159−3.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,207 | $235.0K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,220 | $236.0K | 0.01% | −120−2.2% | Reduced |
| TRUE Private Wealth Advisors | 5,343 | $241.0K | 0.03% | −294−5.2% | Reduced |
| Beacon Pointe Advisors, LLC | 5,359 | $242.0K | 0.01% | +5,359 | New |
| M&T Bank Corp | 5,477 | $247.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 5,495 | $248.0K | 0.02% | +5,495 | New |