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Everence Capital Management’s Preferred Bank PFBC Stock Holding History

Everence Capital 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
-2,910
Closed -$234K – 978
2024
Q3 		$234K Hold
2,910
– – 0.01% 680
2024
Q2 		$220 Hold
2,910
– – 0.02% 657
2024
Q1 		$223 Hold
2,910
– – 0.01% 676
2023
Q4 		$213K Buy
+2,910
New +$190K 0.02% 686
2023
Q1 		– Sell
-2,910
Closed -$217 – 782
2022
Q4 		$217 Buy
+2,910
New +$212K 0.02% 669
2022
Q2 		– Sell
-2,910
Closed -$216K – 751
2022
Q1 		$216K Hold
2,910
– – 0.02% 670
2021
Q4 		$209K Buy
+2,910
New +$201K 0.02% 717

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

Everence Capital Management's PFBC Position: Q4 2024 in Review

Everence Capital Management sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 2,910 shares — an estimated $234K sold.

Everence Capital Management first reported a position in PFBC in Q4 2021 and held it in 7 quarters. The position peaked at $234K in Q3 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Everence Capital Management reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 2,910 Preferred Bank shares in Q4 2024, an estimated $234K.
  • Everence Capital Management first reported a position in Preferred Bank in Q4 2021 and held it in 7 quarters.
  • Everence Capital Management's Preferred Bank position peaked at $234K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.