6 Meridian’s Preferred Bank PFBC Stock Holding History

6 Meridian’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,430	Closed	-$217K	–	470
2021 Q2	$217K	Sell	3,430 -145	-4%	-$9.65K	0.02%	336
2021 Q1	$228K	Buy	+3,575	New	+$202K	0.02%	279

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

6 Meridian's PFBC Position: Q3 2021 in Review

6 Meridian sold out of Preferred Bank (PFBC) in Q3 2021, closing a stake of 3,430 shares — an estimated $217K sold.

6 Meridian first reported a position in PFBC in Q1 2021 and held it in 2 quarters. The position peaked at $228K in Q1 2021. 127 funds tracked by Wall St. Rank hold PFBC as of Q3 2021.

6 Meridian reported no remaining Preferred Bank position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 3,430 Preferred Bank shares in Q3 2021, an estimated $217K.
6 Meridian first reported a position in Preferred Bank in Q1 2021 and held it in 2 quarters.
6 Meridian's Preferred Bank position peaked at $228K in Q1 2021.
127 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.