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Benjamin F. Edwards & Company’s Preferred Bank PFBC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$134K Buy
1,772
+68
+4% +$5.14K ﹤0.01% 1028
2024
Q1 		$131K Sell
1,704
-19
-1% -$1.37K ﹤0.01% 1022
2023
Q4 		$126K Sell
1,723
-592
-26% -$38.6K ﹤0.01% 1008
2023
Q3 		$144K Sell
2,315
-48
-2% -$3K 0.01% 811
2023
Q2 		$130K Buy
2,363
+1,141
+93% +$57.4K ﹤0.01% 832
2023
Q1 		$67K Buy
+1,222
New +$82.6K ﹤0.01% 1025

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Benjamin F. Edwards & Company's PFBC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Preferred Bank (PFBC) stake by 4% in Q2 2024, buying an estimated $5.14K and bringing the position to 1,772 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Benjamin F. Edwards & Company first reported a position in PFBC in Q1 2023 and has held it in 6 quarters since. The position peaked at $144K in Q3 2023. 207 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,772 shares of Preferred Bank worth $134K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 68 Preferred Bank shares in Q2 2024, an estimated $5.14K.
  • Preferred Bank made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1028 holding.
  • Benjamin F. Edwards & Company first reported a position in Preferred Bank in Q1 2023 and has held it in 6 quarters since.
  • Benjamin F. Edwards & Company's Preferred Bank position peaked at $144K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.