Gallacher Capital Management’s Preferred Bank PFBC Stock Holding History

Gallacher 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 Q2	–	Sell	-5,030	Closed	-$386K	–	310
2024 Q1	$386K	Sell	5,030 -1,945	-28%	-$141K	0.2%	133
2023 Q4	$510K	Buy	+6,975	New	+$454K	0.28%	67
2023 Q3	–	Sell	-7,308	Closed	-$402K	–	265
2023 Q2	$402K	Buy	+7,308	New	+$368K	0.23%	118

Other funds holding PFBC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Gallacher Capital Management's PFBC Position: Q2 2024 in Review

Gallacher Capital Management sold out of Preferred Bank (PFBC) in Q2 2024, closing a stake of 5,030 shares — an estimated $386K sold.

Gallacher Capital Management first reported a position in PFBC in Q2 2023 and held it in 3 quarters. The position peaked at $510K in Q4 2023. 208 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

Gallacher Capital Management reported no remaining Preferred Bank position as of Q2 2024 after selling out during the quarter.
Gallacher Capital Management sold 5,030 Preferred Bank shares in Q2 2024, an estimated $386K.
Gallacher Capital Management first reported a position in Preferred Bank in Q2 2023 and held it in 3 quarters.
Gallacher Capital Management's Preferred Bank position peaked at $510K in Q4 2023.
208 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Gallacher Capital Management's 13F filing for Q2 2024, filed 6 Aug 2024.