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EA Series Trust’s Preferred Bank PFBC Stock Holding History

EA Series Trust’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
2023
Q2 		$1.75M Buy
+31,861
New +$1.6M 0.06% 447

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

EA Series Trust's PFBC Position: Q2 2023 in Review

EA Series Trust opened a new position in Preferred Bank (PFBC) in Q2 2023: 31,861 shares worth $1.75M. The stake represents 0.06% of the portfolio and ranks #447 among its holdings.

168 funds tracked by Wall St. Rank hold PFBC as of Q2 2023.

  • EA Series Trust held 31,861 shares of Preferred Bank worth $1.75M as of Q2 2023.
  • Preferred Bank was a new EA Series Trust position in Q2 2023.
  • Preferred Bank made up 0.06% of EA Series Trust's portfolio in Q2 2023, its #447 holding.
  • 168 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.