LBC — LUTHER BURBANK CORP
LBC (LUTHER BURBANK CORP) is tracked on HoldingsHub across five years of quarterly 13F filings. 23 funds have reported positions historically, with the sum of their latest reported stakes valued at $22.79M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2023 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 570.36K | $6.11M | 0.00% | Hold |
| Vanguard Group history | 545.27K | $5.84M | 0.00% | Add |
| Geode Capital Management history | 207.46K | $2.22M | 0.00% | Add |
| Northern Trust Corp history | 177.15K | $1.90M | 0.00% | Add |
| Charles Schwab Investment Management history | 84.87K | $908.98K | 0.00% | Add |
| Morgan Stanley history | 70.76K | $757.80K | 0.00% | Add |
| Bank of America Corp history | 63.62K | $681.35K | 0.00% | Add |
| Goldman Sachs Group history | 57.71K | $618.03K | 0.00% | Add |
| BNY Mellon history | 33.93K | $363.37K | 0.00% | Reduce |
| Millennium Management history | 30.70K | $328.79K | 0.00% | Reduce |
| UBS Group AG history | 13.75K | $147.23K | 0.00% | Add |
| Wells Fargo & Co history | 12.16K | $130.25K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.06K | $86.33K | 0.00% | Add |
| Deutsche Bank AG history | 7.42K | $79.42K | 0.00% | Add |
| Legal & General Investment Management America history | 4.52K | $48.42K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 706 | $7.56K | 0.00% | Add |
| Renaissance Technologies history | 213.67K | $2.29K | 0.00% | Reduce |
Q3 2023 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 568.95K | $4.78M | 0.00% | Reduce |
| Vanguard Group history | 542.33K | $4.56M | 0.00% | Hold |
| Geode Capital Management history | 200.85K | $1.69M | 0.00% | Reduce |
| Northern Trust Corp history | 169.83K | $1.43M | 0.00% | Reduce |
| BNY Mellon history | 95.77K | $804.47K | 0.00% | Add |
| Charles Schwab Investment Management history | 77.70K | $652.65K | 0.00% | Add |
| Bank of America Corp history | 51.23K | $430.31K | 0.00% | Reduce |
| Goldman Sachs Group history | 49.50K | $415.77K | 0.00% | Reduce |
| Millennium Management history | 44.32K | $372.31K | 0.00% | Reduce |
| Morgan Stanley history | 29.87K | $250.88K | 0.00% | Add |
| Wells Fargo & Co history | 11.53K | $96.89K | 0.00% | Reduce |
| UBS Group AG history | 7.62K | $64.01K | 0.00% | Add |
| Deutsche Bank AG history | 6.76K | $56.78K | 0.00% | Hold |
| JPMorgan Chase & Co history | 6.73K | $56.52K | 0.00% | Reduce |
| Legal & General Investment Management America history | 4.52K | $37.98K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 523 | $4.39K | 0.00% | Add |
| PNC Financial Services history | 468 | $3.93K | 0.00% | New |
| Renaissance Technologies history | 216.27K | $1.82K | 0.00% | Reduce |
Q2 2023 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 589.32K | $5.26M | 0.00% | Add |
| Vanguard Group history | 541.27K | $4.83M | 0.00% | Reduce |
| Geode Capital Management history | 206.50K | $1.84M | 0.00% | Reduce |
| Northern Trust Corp history | 185.10K | $1.65M | 0.00% | Reduce |
| BNY Mellon history | 93.82K | $836.91K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 75.58K | $674.16K | 0.00% | Reduce |
| Goldman Sachs Group history | 59.64K | $531.96K | 0.00% | Reduce |
| Bank of America Corp history | 58.57K | $522.43K | 0.00% | Reduce |
| Millennium Management history | 55.65K | $496.38K | 0.00% | New |
| Morgan Stanley history | 27.09K | $241.64K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.91K | $115.14K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.37K | $74.67K | 0.00% | Add |
| UBS Group AG history | 7.10K | $63.30K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.76K | $60.30K | 0.00% | Reduce |
| Legal & General Investment Management America history | 4.06K | $36.23K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 260 | $2.32K | 0.00% | Reduce |
| Renaissance Technologies history | 220.57K | $1.97K | 0.00% | Reduce |
Q1 2023 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 563.15K | $5.34M | 0.00% | Reduce |
| Geode Capital Management history | 271.78K | $2.58M | 0.00% | Add |
| BNY Mellon history | 229.65K | $2.18M | 0.00% | Reduce |
| Northern Trust Corp history | 200.66K | $1.90M | 0.00% | Reduce |
| Citigroup Inc history | 158.78K | $1.51M | 0.00% | Add |
| Charles Schwab Investment Management history | 86.57K | $820.65K | 0.00% | Hold |
| Goldman Sachs Group history | 84.44K | $800.53K | 0.00% | Reduce |
| Bank of America Corp history | 61.27K | $580.87K | 0.00% | Reduce |
| Morgan Stanley history | 43.55K | $412.87K | 0.00% | Reduce |
| Two Sigma Investments history | 11.71K | $110.96K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.61K | $110.05K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.08K | $86.04K | 0.00% | Add |
| UBS Group AG history | 8.50K | $80.57K | 0.00% | Reduce |
| Legal & General Investment Management America history | 5.70K | $54.04K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.00K | $9.53K | 0.00% | Add |
| Renaissance Technologies history | 224.77K | $2.13K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 83 | $1.00K | 0.00% | Reduce |
Q4 2022 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 567.38K | $6.30M | 0.00% | Add |
| BNY Mellon history | 231.80K | $2.58M | 0.00% | Add |
| Northern Trust Corp history | 207.66K | $2.31M | 0.00% | Reduce |
| Goldman Sachs Group history | 125.18K | $1.39M | 0.00% | Reduce |
| Bank of America Corp history | 97.11K | $1.08M | 0.00% | Add |
| Charles Schwab Investment Management history | 86.61K | $962.18K | 0.00% | Add |
| Morgan Stanley history | 56.87K | $631.84K | 0.00% | Add |
| Two Sigma Investments history | 30.62K | $340.15K | 0.00% | Add |
| Wells Fargo & Co history | 25.50K | $283.35K | 0.00% | Add |
| UBS Group AG history | 15.21K | $169.03K | 0.00% | Add |
| Invesco Ltd history | 14.93K | $165.89K | 0.00% | New |
| Deutsche Bank AG history | 6.51K | $72.38K | 0.00% | Add |
| Legal & General Investment Management America history | 5.16K | $57.31K | 0.00% | Hold |
| Citigroup Inc history | 4.31K | $47.91K | 0.00% | Add |
| Geode Capital Management history | 264.14K | $2.93K | 0.00% | Hold |
| Renaissance Technologies history | 256.67K | $2.85K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 157 | $1.74K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 54.25K | $603 | 0.00% | Reduce |
Q3 2022 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 556.11K | $6.46M | 0.00% | Hold |
| Geode Capital Management history | 263.68K | $3.06M | 0.00% | Add |
| Renaissance Technologies history | 259.25K | $3.01M | 0.00% | Reduce |
| Northern Trust Corp history | 208.97K | $2.43M | 0.00% | Reduce |
| BNY Mellon history | 157.95K | $1.84M | 0.00% | Add |
| Goldman Sachs Group history | 137.38K | $1.60M | 0.00% | Add |
| JPMorgan Chase & Co history | 128.65K | $1.49M | 0.00% | Reduce |
| Bank of America Corp history | 93.14K | $1.08M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 84.66K | $984.00K | 0.00% | Reduce |
| Morgan Stanley history | 35.04K | $407.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 21.38K | $248.00K | 0.00% | Add |
| Two Sigma Investments history | 16.80K | $195.00K | 0.00% | Reduce |
| UBS Group AG history | 6.64K | $77.00K | 0.00% | Add |
| Deutsche Bank AG history | 6.42K | $75.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 5.16K | $60.00K | 0.00% | Add |
| Lazard Asset Management history | 3.91K | $45.00K | 0.00% | Hold |
| Citigroup Inc history | 2.45K | $28.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 371 | $4.00K | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citigroup Inc | 570.36K | 568.95K | 589.32K | 158.78K | 4.31K | 2.45K | 3.31K | 3.25K | 5.77K | 3.67K | — | — |
| Vanguard Group | 545.27K | 542.33K | 541.27K | 563.15K | 567.38K | 556.11K | 556.08K | 564.63K | 565.20K | 605.24K | 664.24K | 616.02K |
| Geode Capital Management | 207.46K | 200.85K | 206.50K | 271.78K | 264.14K | 263.68K | 259.17K | 254.31K | 246.36K | 277.78K | — | — |
| Northern Trust Corp | 177.15K | 169.83K | 185.10K | 200.66K | 207.66K | 208.97K | 210.57K | 215.44K | 223.28K | 239.34K | — | — |
| Charles Schwab Investment Management | 84.87K | 77.70K | 75.58K | 86.57K | 86.61K | 84.66K | 91.88K | 95.26K | 92.74K | 86.74K | — | — |
| Morgan Stanley | 70.76K | 29.87K | 27.09K | 43.55K | 56.87K | 35.04K | 67.74K | 36.13K | 42.23K | 38.76K | — | — |
| Bank of America Corp | 63.62K | 51.23K | 58.57K | 61.27K | 97.11K | 93.14K | 102.06K | 104.07K | 111.40K | 107.36K | — | — |
| Goldman Sachs Group | 57.71K | 49.50K | 59.64K | 84.44K | 125.18K | 137.38K | 75.94K | 72.05K | 68.20K | 63.70K | — | — |
| BNY Mellon | 33.93K | 95.77K | 93.82K | 229.65K | 231.80K | 157.95K | 151.49K | 155.46K | 152.56K | 150.19K | — | — |
| Millennium Management | 30.70K | 44.32K | 55.65K | — | — | — | — | — | 62.27K | 40.33K | — | — |
| UBS Group AG | 13.75K | 7.62K | 7.10K | 8.50K | 15.21K | 6.64K | 6.49K | 8.62K | 13.21K | 6.41K | — | — |
| Wells Fargo & Co | 12.16K | 11.53K | 12.91K | 11.61K | 25.50K | 21.38K | 16.82K | 20.14K | 30.32K | 9.61K | — | — |
| JPMorgan Chase & Co | 8.06K | 6.73K | 8.37K | 83 | 54.25K | 128.65K | 133.75K | 225.57K | 240.09K | 249.06K | — | — |
| Deutsche Bank AG | 7.42K | 6.76K | 6.76K | 9.08K | 6.51K | 6.42K | 7.41K | 8.47K | 9.47K | 9.12K | — | — |
| Legal & General Investment Management America | 4.52K | 4.52K | 4.06K | 5.70K | 5.16K | 5.16K | 4.78K | 4.78K | 4.78K | 4.78K | — | — |
| Fidelity Management & Research (FMR) | 706 | 523 | 260 | 1.00K | 157 | 371 | 216 | 813 | — | — | — | — |
| Renaissance Technologies | 213.67K | 216.27K | 220.57K | 224.77K | 256.67K | 259.25K | 291.07K | 316.77K | 321.77K | 299.87K | — | — |
| Citadel Advisors | — | — | — | — | — | — | — | — | 10.05K | 11.47K | — | — |
| Two Sigma Investments | — | — | — | 11.71K | 30.62K | 16.80K | 30.92K | 30.59K | 36.24K | 36.61K | — | — |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | 149.47K | 202.23K | — | — |