Baird Financial Group
PFBC icon

Baird Financial Group’s Preferred Bank PFBC Stock Holding History

Baird Financial Group’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
2022
Q1 		– Sell
-12,317
Closed -$884K – 1904
2021
Q4 		$884K Sell
12,317
-53,222
-81% -$3.68M ﹤0.01% 1249
2021
Q3 		$4.37M Hold
65,539
– – 0.01% 648
2021
Q2 		$4.15M Sell
65,539
-1,415
-2% -$94.1K 0.01% 660
2021
Q1 		$4.26M Sell
66,954
-16,971
-20% -$959K 0.01% 623
2020
Q4 		$4.24M Buy
+83,925
New +$3.28M 0.01% 584
2020
Q1 		– Sell
-54,918
Closed -$3.3M – 1524
2019
Q4 		$3.3M Buy
54,918
+1,876
+4% +$103K 0.01% 634
2019
Q3 		$2.78M Buy
+53,042
New +$2.7M 0.01% 684

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Baird Financial Group's PFBC Position: Q1 2022 in Review

Baird Financial Group sold out of Preferred Bank (PFBC) in Q1 2022, closing a stake of 12,317 shares — an estimated $884K sold.

Baird Financial Group first reported a position in PFBC in Q3 2019 and held it in 7 quarters. The position peaked at $4.37M in Q3 2021. 163 funds tracked by Wall St. Rank hold PFBC as of Q1 2022.

  • Baird Financial Group reported no remaining Preferred Bank position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 12,317 Preferred Bank shares in Q1 2022, an estimated $884K.
  • Baird Financial Group first reported a position in Preferred Bank in Q3 2019 and held it in 7 quarters.
  • Baird Financial Group's Preferred Bank position peaked at $4.37M in Q3 2021.
  • 163 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.