Cullen/Frost Bankers’s Preferred Bank PFBC Stock Holding History

Cullen/Frost Bankers’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 Q3	–	Sell	-69	Closed	-$5.21K	–	1334
2024 Q2	$5.21K	Buy	+69	New	+$5.22K	﹤0.01%	943

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cullen/Frost Bankers's PFBC Position: Q3 2024 in Review

Cullen/Frost Bankers sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 69 shares — an estimated $5.21K sold.

Cullen/Frost Bankers first reported a position in PFBC in Q2 2024 and held it in 1 quarter. The position peaked at $5.21K in Q2 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

Cullen/Frost Bankers reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 69 Preferred Bank shares in Q3 2024, an estimated $5.21K.
Cullen/Frost Bankers first reported a position in Preferred Bank in Q2 2024 and held it in 1 quarter.
Cullen/Frost Bankers's Preferred Bank position peaked at $5.21K in Q2 2024.
216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Cullen/Frost Bankers's 13F filing for Q3 2024, filed 6 Nov 2024.