JCIA
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Jackson Creek Investment Advisors’s Preferred Bank PFBC Stock Holding History

Jackson Creek Investment Advisors’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
2026
Q1 		– Sell
-18,574
Closed -$1.75M – 359
2025
Q4 		$1.75M Buy
+18,574
New +$1.73M 0.52% 70
2024
Q3 		– Sell
-15,963
Closed -$1.21M – 344
2024
Q2 		$1.21M Sell
15,963
-28
-0.2% -$2.12K 0.44% 60
2024
Q1 		$1.23M Sell
15,991
-32
-0.2% -$2.31K 0.44% 61
2023
Q4 		$1.17M Sell
16,023
-4
-0% -$261 0.45% 52
2023
Q3 		$998K Buy
+16,027
New +$1M 0.42% 72
2023
Q2 		– Sell
-11,836
Closed -$649K – 351
2023
Q1 		$649K Sell
11,836
-6
-0.1% -$406 0.27% 203
2022
Q4 		$884K Buy
+11,842
New +$863K 0.39% 111

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