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Gladius Capital Management’s Preferred Bank PFBC Stock Holding History

Gladius 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
-495
Closed -$38K – 355
2024
Q1 		$38K Buy
495
+50
+11% +$3.62K 0.01% 230
2023
Q4 		$32.5K Buy
445
+373
+518% +$24.3K 0.01% 265
2023
Q3 		$4.48K Sell
72
-56
-44% -$3.5K ﹤0.01% 360
2023
Q2 		$7.04K Buy
128
+27
+27% +$1.36K ﹤0.01% 343
2023
Q1 		$5.54K Sell
101
-13
-11% -$879 ﹤0.01% 359
2022
Q4 		$8.51K Buy
+114
New +$8.31K ﹤0.01% 320

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Gladius Capital Management sold out of Preferred Bank (PFBC) in Q2 2024, closing a stake of 495 shares — an estimated $38K sold.

Gladius Capital Management first reported a position in PFBC in Q4 2022 and held it in 6 quarters. The position peaked at $38K in Q1 2024. 208 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

  • Gladius Capital Management reported no remaining Preferred Bank position as of Q2 2024 after selling out during the quarter.
  • Gladius Capital Management sold 495 Preferred Bank shares in Q2 2024, an estimated $38K.
  • Gladius Capital Management first reported a position in Preferred Bank in Q4 2022 and held it in 6 quarters.
  • Gladius Capital Management's Preferred Bank position peaked at $38K in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Gladius Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.