DFG
PACW

Delta Financial Group’s PacWest Bancorp PACW Stock Holding History

Delta Financial Group’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,238
Closed -$139K – 203
2023
Q1 		$139K Buy
+14,238
New +$317K 0.05% 172

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's PACW Position: Q2 2023 in Review

Delta Financial Group sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 14,238 shares — an estimated $139K sold.

Delta Financial Group first reported a position in PACW in Q1 2023 and held it in 1 quarter. The position peaked at $139K in Q1 2023. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

  • Delta Financial Group reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
  • Delta Financial Group sold 14,238 PacWest Bancorp shares in Q2 2023, an estimated $139K.
  • Delta Financial Group first reported a position in PacWest Bancorp in Q1 2023 and held it in 1 quarter.
  • Delta Financial Group's PacWest Bancorp position peaked at $139K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Delta Financial Group's 13F filing for Q2 2023, filed 10 Jul 2023.