Monograph Wealth Advisors, LLC
· Exited
Change
−11K
Δ Own
−100.0%
Date
Q1 2026
PB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
· Exited
Change
−11K
Δ Own
−100.0%
Date
Q1 2026
|
Monograph Wealth Advisors, LLC | Exited· Q1 2026 | – | −11K | −100.0% | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Reduced
Change
−3K
Date
Q1 2026
|
Susquehanna International Group, LLP | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Geode
· Reduced
Change
−3K
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+2K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Alliancebernstein L.P.
· Reduced
Change
−367
Date
Q1 2026
|
Alliancebernstein L.P. | Reduced· Q1 2026 | – | −367 | – | Q1 2026 | |||||
|
Tower Research Capital LLC (trc)
· Added
Change
+232
Date
Q1 2026
|
Tower Research Capital LLC (trc) | Added· Q1 2026 | – | +232 | – | Q1 2026 | |||||
|
Northern Trust
· Reduced
Change
−93
Date
Q1 2026
|
Northern Trust | Reduced· Q1 2026 | – | −93 | – | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Added
Change
+87
Date
Q1 2026
|
Osaic Holdings, Inc. | Added· Q1 2026 | – | +87 | – | Q1 2026 | |||||
|
UBS Group AG
· Exited
Change
−4
Δ Own
−100.0%
Date
Q1 2026
|
UBS Group AG | Exited· Q1 2026 | – | −4 | −100.0% | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−2
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −2 | −100.0% | Q1 2026 | |||||
|
Wells Fargo & Company
· Exited
Change
−1
Δ Own
−100.0%
Date
Q1 2026
|
Wells Fargo & Company | Exited· Q1 2026 | – | −1 | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Polniak Joseph
· Officer
Buy
+$16K
|
Polniak Joseph | Officer | Buy | $15.88 | +1K | +$16K | 9K | – | Jun 15, 2026 | Jun 16, 2026 | |||||||||
|
Dowd James A.
· Officer
Buy
+$19K
|
Dowd James A. | Officer | Buy | $13.69 | +1K | +$19K | 19K | – | Jun 2, 2026 | Jun 4, 2026 | |||||||||
|
Littlejohn Melanie
· Director
3 operations
-8K
|
Littlejohn Melanie | Director | 3 operations | $11.35–$13.48 | -8K | – | 0 | – | May 4, 2026 | May 6, 2026 | |||||||||
|
O'Brien William D.
· Officer
2 operations
0
|
O'Brien William D. | Officer | 2 operations | $11.35 | 0 | – | 0 | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Dowd James A.
· Officer
2 operations
0
|
Dowd James A. | Officer | 2 operations | $11.35 | 0 | – | 0 | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Polniak Joseph
· Officer
Grant (A)
8K
|
Polniak Joseph | Officer | Grant (A) | – | 8K | – | 8K | – | Mar 31, 2026 | Apr 2, 2026 | |||||||||
|
Dowd James A.
· Officer
2 operations
0
|
Dowd James A. | Officer | 2 operations | $11.35 | 0 | – | 3K | – | Mar 13, 2026 | Mar 13, 2026 | |||||||||
|
Gagas Adam C.
· Director
2 operations
0
|
Gagas Adam C. | Director | 2 operations | $11.35 | 0 | – | 0 | – | Mar 13, 2026 | Mar 13, 2026 | |||||||||
|
Ayoub David A.
· Director
2 operations
0
|
Ayoub David A. | Director | 2 operations | $11.35 | 0 | – | 0 | – | Mar 12, 2026 | Mar 13, 2026 | |||||||||
|
O'Brien William D.
· Officer
2 operations
0
|
O'Brien William D. | Officer | 2 operations | $10.81 | 0 | – | 0 | – | Mar 5, 2026 | Mar 6, 2026 | |||||||||
|
Gagas Adam C.
· Director
Gift (G)
-1K
|
Gagas Adam C. | Director | Gift (G) | – | -1K | – | 149K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Tascarella Ronald G.
· Officer
3 operations
-2K
|
Tascarella Ronald G. | Officer | 3 operations | $11.35–$13.42 | -2K | – | 0 | – | Feb 27, 2026 | Mar 2, 2026 | |||||||||
|
Gagas Adam C.
· Director
Buy
+$27K
|
Gagas Adam C. | Director | Buy | $13.75 | +2K | +$27K | 18K | – | Feb 13, 2026 | Feb 13, 2026 | |||||||||
|
Gagas Adam C.
· Director
Buy
+$81
|
Gagas Adam C. | Director | Buy | $13.50 | +6 | +$81 | 16K | – | Feb 12, 2026 | Feb 13, 2026 | |||||||||
|
Ayoub David A.
· Director
Buy
+$5K
|
Ayoub David A. | Director | Buy | $12.83 | +425 | +$5K | 19K | – | Feb 4, 2026 | Feb 6, 2026 | |||||||||
11 reporting institutions disclosed PBHC position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.