GRP
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Global Retirement Partners’s Preferred Bank PFBC Stock Holding History

Global Retirement Partners’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 		$173 Buy
+2
New +$177 ﹤0.01% 3516

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

Global Retirement Partners's PFBC Position: Q4 2024 in Review

Global Retirement Partners opened a new position in Preferred Bank (PFBC) in Q4 2024: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #3516 among its holdings.

220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Global Retirement Partners held 2 shares of Preferred Bank worth $173 as of Q4 2024.
  • Preferred Bank was a new Global Retirement Partners position in Q4 2024.
  • Preferred Bank made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3516 holding.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.