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, Q1 2023
Institutional positions in Pacwest Bancorp as of Mar 31, 2023. 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
- 277
- −18 vs. Q4 2022
- Shares held
- 93.3M
- −14.7M (−13.6%) vs. Q4 2022
- Total value
- $909.4M
- −$1.57B (−63.3%) vs. Q4 2022
- New holders
- 56
- 95 more added
- Sold out
- 74
- 93 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pacwest Bancorp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $10 | 0.00% | −200−99.5% | Reduced |
| Versant Capital Management, Inc | 4 | $39 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $49 | 0.00% | −29−85.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $49 | 0.00% | −21−80.8% | Reduced |
| Ridgewood Investments LLC | 8 | $74 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 8 | $78 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $117 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $204 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $215 | 0.00% | −110−83.3% | Reduced |
| Syverson Strege & Co | 23 | $224 | 0.00% | +23 | New |
| Tucker Asset Management LLC | 26 | $253 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $272 | 0.00% | −39−58.2% | Reduced |
| Parkside Financial Bank & Trust | 33 | $322 | 0.00% | −1,512−97.9% | Reduced |
| TCI Wealth Advisors, Inc. | 42 | $409 | 0.00% | +29+223.1% | Added |
| Earnest Partners LLC | 47 | $457 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 51 | $496 | 0.00% | −65−56.0% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $506 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 61 | $594 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 65 | $632 | 0.00% | +65 | New |
| TD Capital Management LLC | 98 | $954 | 0.00% | +1+1.0% | Added |
| North Star Investment Management Corp. | 100 | $973 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $1.04K | 0.00% | +71+197.2% | Added |
| Lindbrook Capital, LLC | 115 | $1.12K | 0.00% | −192−62.5% | Reduced |
| Quent Capital, LLC | 119 | $1.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $1.25K | 0.00% | +64+100.0% | Added |
| Larson Financial Group LLC | 150 | $1.46K | 0.00% | +150 | New |
| Private Ocean, LLC | 167 | $1.63K | 0.00% | +167 | New |
| Allworth Financial LP | 198 | $1.92K | 0.00% | −569−74.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $1.95K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 233 | $2.00K | 0.00% | +88+60.7% | Added |
| Register Financial Advisors LLC | 250 | $2.43K | 0.00% | +250 | New |
| Beacon Capital Management, LLC | 272 | $2.65K | 0.00% | +90+49.5% | Added |
| Hantz Financial Services, Inc. | 279 | $3.00K | 0.00% | +279 | New |
| Eagle Bay Advisors LLC | 315 | $3.07K | 0.00% | −1,353−81.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 371 | $3.61K | 0.00% | −225−37.8% | Reduced |
| RFP Financial Group LLC | 450 | $4.38K | 0.01% | +450 | New |
| Northwestern Mutual Wealth Management Co | 453 | $4.41K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $4.55K | 0.00% | −130−39.4% | Reduced |
| Parallel Advisors, LLC | 480 | $4.67K | 0.00% | −379−44.1% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $4.87K | 0.00% | −76−13.2% | Reduced |
| Riverview Trust Co | 536 | $5.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 612 | $6.00K | 0.00% | +583+2,010.3% | Added |
| Belpointe Asset Management LLC | 675 | $6.57K | 0.00% | +525+350.0% | Added |
| Creative Capital Management Investments LLC | 716 | $6.97K | 0.01% | −1,632−69.5% | Reduced |
| National Bank of Canada | 740 | $7.20K | 0.00% | −45,260−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 746 | $7.26K | 0.00% | +40+5.7% | Added |
| Signaturefd, LLC | 803 | $7.81K | 0.00% | −4,418−84.6% | Reduced |
| Whittier Trust Co | 820 | $7.98K | 0.00% | −7,736−90.4% | Reduced |
| West Oak Capital, LLC | 820 | $7.98K | 0.00% | +608+286.8% | Added |
| Advisory Services Network, LLC | 890 | $8.66K | 0.00% | +70+8.5% | Added |
| Horan Securities, Inc. | 1,000 | $9.73K | 0.00% | +1,000 | New |
| Loomis Sayles & Co L P | 1,052 | $10.0K | 0.00% | +1,052 | New |
| Bellwether Advisors, LLC | 1,030 | $10.0K | 0.00% | +1,030 | New |
| Fuller & Thaler Asset Management, Inc. | 1,040 | $10.1K | 0.00% | −2,429−70.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $10.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,400 | $13.6K | 0.00% | −12,500−89.9% | Reduced |
| Fifth Third Bancorp | 1,480 | $14.4K | 0.00% | +606+69.3% | Added |
| Glassman Wealth Services | 1,995 | $19.4K | 0.00% | +516+34.9% | Added |
| Aquatic Capital Management LLC | 2,200 | $21.0K | 0.00% | −2,200−50.0% | Reduced |
| Lee Financial Co | 2,518 | $24.5K | 0.00% | +1,500+147.3% | Added |
| Quadrant Capital Group LLC | 2,867 | $27.9K | 0.00% | −1,517−34.6% | Reduced |
| Atwood & Palmer Inc | 3,000 | $29.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,649 | $36.0K | 0.03% | +660+22.1% | Added |
| Cutler Group LP | 3,784 | $36.0K | 0.01% | +3,784 | New |
| Exchange Traded Concepts, LLC | 3,818 | $37.1K | 0.00% | +3,818 | New |
| Laffer Tengler Investments | 4,143 | $40.3K | 0.01% | −142−3.3% | Reduced |
| Dark Forest Capital Management LP | 4,153 | $40.4K | 0.01% | +4,065+4,619.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,000 | $48.6K | 0.00% | +5,000 | New |
| Anchor Investment Management, LLC | 5,000 | $48.6K | 0.01% | +5,000 | New |
| US Bancorp | 5,397 | $52.5K | 0.00% | −11,229−67.5% | Reduced |
| Montag A & Associates Inc | 5,436 | $52.9K | 0.00% | +5,436 | New |
| Ellevest, Inc. | 6,024 | $58.6K | 0.00% | −1,290−17.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,209 | $60.4K | 0.00% | −3,739−37.6% | Reduced |
| Deutsche Bank AG | 7,057 | $68.7K | 0.00% | −84,031−92.3% | Reduced |
| Park Circle Co | 8,340 | $81.1K | 0.08% | +8,340 | New |
| HighTower Advisors, LLC | 9,326 | $91.0K | 0.00% | +9,326 | New |
| Prospera Financial Services Inc | 10,316 | $100.4K | 0.00% | +10,316 | New |
| Securian Asset Management, Inc | 10,654 | $103.7K | 0.00% | −100−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,951 | $106.6K | 0.00% | +4,010+57.8% | Added |
| CSS LLC | 12,000 | $116.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 12,019 | $117.0K | 0.00% | +2,091+21.1% | Added |
| Public Employees Retirement Association of Colorado | 12,283 | $120.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,579 | $122.4K | 0.00% | +12,579 | New |
| Teacher Retirement System of Texas | 13,103 | $127.0K | 0.00% | −7,397−36.1% | Reduced |
| Winton Group Ltd | 13,182 | $128.3K | 0.01% | +13,182 | New |
| Mitsubishi UFJ Trust & Banking Corp | 13,356 | $130.0K | 0.00% | +2,780+26.3% | Added |
| Lincoln National Corp | 13,659 | $132.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 14,060 | $136.8K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 14,238 | $139.0K | 0.05% | +14,238 | New |
| Milestone Investment Advisors LLC | 14,500 | $141.1K | 0.04% | +14,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 14,641 | $142.5K | 0.00% | −54,196−78.7% | Reduced |
| Baldwin Brothers Inc | 14,918 | $145.2K | 0.01% | −3,500−19.0% | Reduced |
| First Republic Investment Management, Inc. | 15,263 | $148.5K | 0.00% | +4,461+41.3% | Added |
| Guggenheim Capital LLC | 15,334 | $149.2K | 0.00% | −1,114−6.8% | Reduced |
| Xponance, Inc. | 15,658 | $152.4K | 0.00% | +164+1.1% | Added |
| DuPont Capital Management Corp | 15,798 | $153.7K | 0.01% | +15,798 | New |