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Catalyst Funds Management’s Preferred Bank PFBC Stock Holding History

Catalyst Funds Management’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
Q4 		– Sell
-400
Closed -$32.1K – 1002
2024
Q3 		$32.1K Buy
+400
New +$32K 0.01% 964
2024
Q2 		– Sell
-1,100
Closed -$84.4K – 1493
2024
Q1 		$84.4K Buy
+1,100
New +$79.5K 0.02% 438

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Catalyst Funds Management's PFBC Position: Q4 2024 in Review

Catalyst Funds Management sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 400 shares — an estimated $32.1K sold.

Catalyst Funds Management first reported a position in PFBC in Q1 2024 and held it in 2 quarters. The position peaked at $84.4K in Q1 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Catalyst Funds Management reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 400 Preferred Bank shares in Q4 2024, an estimated $32.1K.
  • Catalyst Funds Management first reported a position in Preferred Bank in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Preferred Bank position peaked at $84.4K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.