Founders Financial Alliance’s Preferred Bank PFBC Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-19	Closed	–	–	1010
2020 Q3	$0	Buy	+19	New	+$710	﹤0.01%	1396

Other funds holding PFBC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Founders Financial Alliance's PFBC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Preferred Bank (PFBC) in Q4 2020, closing a stake of 19 shares.

Founders Financial Alliance first reported a position in PFBC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 140 funds tracked by Wall St. Rank hold PFBC as of Q4 2020.

Founders Financial Alliance reported no remaining Preferred Bank position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 19 Preferred Bank shares in Q4 2020.
Founders Financial Alliance first reported a position in Preferred Bank in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Preferred Bank position peaked at $0 in Q3 2020.
140 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.