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 2022
Institutional positions in Pacwest Bancorp as of Dec 31, 2022. 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
- 300
- +3 vs. Q3 2022
- Shares held
- 108.2M
- −326.9K (−0.3%) vs. Q3 2022
- Total value
- $2.48B
- +$30.7M (+1.3%) vs. Q3 2022
- New holders
- 39
- 102 more added
- Sold out
- 36
- 111 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Pacwest Bancorp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 4 | $92 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $115 | 0.00% | −5−50.0% | Reduced |
| Farther Finance Advisors, LLC | 8 | $184 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 12 | $275 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $298 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 15 | $360 | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 17 | $390 | 0.00% | −18−51.4% | Reduced |
| Washington Trust Co | 21 | $482 | 0.00% | −65−75.6% | Reduced |
| Disciplined Investments, LLC | 23 | $528 | 0.00% | −6−20.7% | Reduced |
| Caldwell Trust Co | 23 | $528 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 26 | $597 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $597 | 0.00% | +11+73.3% | Added |
| Schubert & Co | 34 | $780 | 0.00% | −30−46.9% | Reduced |
| Prestige Wealth Management Group LLC | 36 | $826 | 0.00% | −62−63.3% | Reduced |
| Umb Bank N A | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +29 | New |
| Spire Wealth Management | 64 | $1.00K | 0.00% | +64 | New |
| Earnest Partners LLC | 47 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 61 | $1.40K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 67 | $1.54K | 0.00% | +67 | New |
| Bessemer Group Inc | 100 | $2.00K | 0.00% | −74−42.5% | Reduced |
| Private Trust Co NA | 85 | $2.00K | 0.00% | +85 | New |
| Dark Forest Capital Management LP | 88 | $2.02K | 0.00% | −1,210−93.2% | Reduced |
| TD Capital Management LLC | 97 | $2.23K | 0.00% | +1+1.0% | Added |
| North Star Investment Management Corp. | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 116 | $2.66K | 0.00% | +6+5.5% | Added |
| Quent Capital, LLC | 119 | $2.73K | 0.00% | +8+7.2% | Added |
| Ogorek Anthony Joseph | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 145 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $3.03K | 0.00% | +34+34.7% | Added |
| Belpointe Asset Management LLC | 150 | $3.44K | 0.00% | +150 | New |
| Beacon Capital Management, LLC | 182 | $4.18K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $4.59K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $4.61K | 0.00% | −47−19.0% | Reduced |
| West Oak Capital, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 217 | $5.09K | 0.00% | +217 | New |
| Quarry LP | 273 | $6.26K | 0.01% | +273 | New |
| Lindbrook Capital, LLC | 307 | $7.05K | 0.00% | +200+186.9% | Added |
| IFP Advisors, Inc | 330 | $8.00K | 0.00% | −116−26.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 453 | $10.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 536 | $12.0K | 0.01% | +536 | New |
| JFS Wealth Advisors, LLC | 576 | $13.2K | 0.00% | +27+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 596 | $13.7K | 0.00% | −503−45.8% | Reduced |
| EverSource Wealth Advisors, LLC | 706 | $16.2K | 0.00% | +706 | New |
| Allworth Financial LP | 767 | $17.6K | 0.00% | +552+256.7% | Added |
| Advisory Services Network, LLC | 820 | $18.8K | 0.00% | +820 | New |
| Parallel Advisors, LLC | 859 | $19.7K | 0.00% | +266+44.9% | Added |
| Fifth Third Bancorp | 874 | $20.1K | 0.00% | +1+0.1% | Added |
| Lee Financial Co | 1,018 | $23.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,050 | $24.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,479 | $33.9K | 0.01% | +96+6.9% | Added |
| Parkside Financial Bank & Trust | 1,545 | $35.5K | 0.01% | +91+6.3% | Added |
| Eagle Bay Advisors LLC | 1,668 | $38.3K | 0.02% | +444+36.3% | Added |
| Meeder Asset Management Inc | 1,726 | $39.6K | 0.00% | −885−33.9% | Reduced |
| South State Corp. | 2,100 | $48.2K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,348 | $54.0K | 0.05% | +2,348 | New |
| Atwood & Palmer Inc | 3,000 | $68.8K | 0.01% | −300−9.1% | Reduced |
| Covestor Ltd | 2,989 | $69.0K | 0.06% | +774+34.9% | Added |
| Tower Research Capital LLC (TRC) | 3,221 | $74.0K | 0.00% | −20,310−86.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,469 | $80.0K | 0.00% | −625−15.3% | Reduced |
| Sargent Bickham Lagudis LLC | 3,668 | $84.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,683 | $84.5K | 0.00% | +3,683 | New |
| Laffer Tengler Investments | 4,285 | $98.3K | 0.03% | +4,285 | New |
| Atticus Wealth Management, LLC | 4,334 | $99.5K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,384 | $100.6K | 0.01% | +3,686+528.1% | Added |
| Aquatic Capital Management LLC | 4,400 | $101.0K | 0.01% | −13,800−75.8% | Reduced |
| Signaturefd, LLC | 5,221 | $119.8K | 0.00% | +4,515+639.5% | Added |
| Amundi | 6,130 | $147.2K | 0.00% | +6,130 | New |
| Advisor Group Holdings, Inc. | 6,941 | $158.7K | 0.00% | −413−5.6% | Reduced |
| Ellevest, Inc. | 7,314 | $167.9K | 0.01% | +1,616+28.4% | Added |
| Whittier Trust Co | 8,556 | $196.4K | 0.00% | −2,394−21.9% | Reduced |
| Maryland State Retirement & Pension System | 8,900 | $204.3K | 0.01% | +8,900 | New |
| D.A. Davidson & Co. | 9,221 | $211.6K | 0.00% | −829−8.2% | Reduced |
| Crossmark Global Holdings, Inc. | 9,610 | $220.0K | 0.01% | −720−7.0% | Reduced |
| Creative Planning | 9,612 | $220.6K | 0.00% | +9,612 | New |
| Cozad Asset Management Inc | 9,835 | $225.7K | 0.03% | −2,378−19.5% | Reduced |
| Gamco Investors, Inc. Et Al | 9,900 | $227.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,928 | $228.0K | 0.00% | +470+5.0% | Added |
| The PNC Financial Services Group, Inc. | 9,948 | $228.3K | 0.00% | −367−3.6% | Reduced |
| Petrus Trust Company, LTA | 10,379 | $238.2K | 0.03% | +1,138+12.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,576 | $242.7K | 0.00% | −12,017−53.2% | Reduced |
| Federated Hermes, Inc. | 10,683 | $245.2K | 0.00% | −9,310−46.6% | Reduced |
| Securian Asset Management, Inc | 10,754 | $246.8K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,802 | $247.9K | 0.00% | −1,633−13.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,903 | $250.2K | 0.01% | −6,106−35.9% | Reduced |
| Wolverine Trading, LLC | 11,058 | $254.0K | 0.00% | +11,058 | New |
| Synovus Financial Corp | 11,303 | $259.4K | 0.00% | +529+4.9% | Added |
| Tudor Investment Corp Et Al | 11,525 | $264.0K | 0.01% | −54,133−82.4% | Reduced |
| CSS LLC | 12,000 | $275.4K | 0.02% | +12,000 | New |
| Public Employees Retirement Association of Colorado | 12,283 | $282.0K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 12,792 | $293.0K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 12,830 | $294.4K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,082 | $300.0K | 0.00% | +2,346+21.9% | Added |
| New York Life Investment Management LLC | 13,154 | $301.9K | 0.00% | +1,485+12.7% | Added |
| Lincoln National Corp | 13,659 | $313.5K | 0.01% | 00.0% | Unchanged |