Pb Investment Partners

Latest statistics and disclosures from Pb Investment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are HGV, COF, APO, BLK, OMF, and represent 80.51% of Pb Investment Partners's stock portfolio.
  • Added to shares of these 6 stocks: NAVN (+$5.1M), BLK, WLTH, APO, NICE, HGV.
  • Started 2 new stock positions in WLTH, NAVN.
  • Reduced shares in these 4 stocks: BAC (-$10M), OMF (-$5.0M), COF, PGR.
  • Sold out of its position in PGR.
  • Pb Investment Partners was a net seller of stock by $-2.0M.
  • Pb Investment Partners has $127M in assets under management (AUM), dropping by -19.30%.
  • Central Index Key (CIK): 0001910391

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Portfolio Holdings for Pb Investment Partners

Pb Investment Partners holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hilton Grand Vacations (HGV) 22.1 $28M +2% 717k 39.12
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Capital One Financial (COF) 19.1 $24M -13% 133k 182.43
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Apollo Global Mgmt (APO) 16.6 $21M +15% 189k 111.42
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Blackrock (BLK) 14.3 $18M +32% 19k 961.71
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Onemain Holdings (OMF) 8.4 $11M -32% 200k 53.49
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Bank of America Corporation (BAC) 4.3 $5.5M -65% 113k 48.75
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Global Business Travel Group Com Cl A (GBTG) 4.1 $5.2M 931k 5.58
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Navan Cl A (NAVN) 4.1 $5.1M NEW 389k 13.24
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Nice Sponsored Adr (NICE) 3.8 $4.8M +41% 44k 110.26
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Wealthfront Corp (WLTH) 3.2 $4.1M NEW 446k 9.25
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Past Filings by Pb Investment Partners

SEC 13F filings are viewable for Pb Investment Partners going back to 2021

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