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Ensign Peak Advisors’s
Preferred Bank
PFBC
Stock Holding History
Ensign Peak Advisors’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
2026
Q1
$117K
Hold
1,293
–
–
﹤0.01%
1524
2025
Q4
$122K
Sell
1,293
-2,550
-66%
-$238K
﹤0.01%
1522
2025
Q3
$347K
Sell
3,843
-4,450
-54%
-$413K
﹤0.01%
1532
2025
Q2
$718K
Sell
8,293
-1,750
-17%
-$144K
﹤0.01%
1423
2025
Q1
$840K
Hold
10,043
–
–
﹤0.01%
1343
2024
Q4
$868K
Hold
10,043
–
–
﹤0.01%
1401
2024
Q3
$806K
Hold
10,043
–
–
﹤0.01%
1437
2024
Q2
$758K
Hold
10,043
–
–
﹤0.01%
1451
2024
Q1
$771K
Sell
10,043
-507
-5%
-$36.7K
﹤0.01%
1483
2023
Q4
$771K
Hold
10,550
–
–
﹤0.01%
1519
2023
Q3
$657K
Hold
10,550
–
–
﹤0.01%
1480
2023
Q2
$580K
Hold
10,550
–
–
﹤0.01%
1596
2023
Q1
$578K
Buy
10,550
+3,400
+48%
+$230K
﹤0.01%
1601
2022
Q4
$534K
Buy
7,150
+3,550
+99%
+$259K
﹤0.01%
1604
2022
Q3
$235K
Hold
3,600
–
–
﹤0.01%
1808
2022
Q2
$245K
Hold
3,600
–
–
﹤0.01%
1736
2022
Q1
$267K
Hold
3,600
–
–
﹤0.01%
1790
2021
Q4
$258K
Sell
3,600
-800
-18%
-$55.3K
﹤0.01%
1862
2021
Q3
$293K
Buy
4,400
+1,200
+38%
+$73.5K
﹤0.01%
1711
2021
Q2
$202K
Hold
3,200
–
–
﹤0.01%
1724
2021
Q1
$204K
Buy
3,200
+1,300
+68%
+$73.5K
﹤0.01%
1730
2020
Q4
$96K
Buy
+1,900
New
+$74.2K
﹤0.01%
1778
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30.48%
1-Year Est. Return
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22.78%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Boston Partners
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$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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