Janney Montgomery Scott
PFBC icon

Janney Montgomery Scott’s Preferred Bank PFBC Stock Holding History

Janney Montgomery Scott’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
-6,107
Closed -$469K – 2764
2024
Q1 		$469K Sell
6,107
-771
-11% -$55.8K ﹤0.01% 2048
2023
Q4 		$502K Buy
+6,878
New +$448K ﹤0.01% 1894

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

Janney Montgomery Scott's PFBC Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Preferred Bank (PFBC) in Q2 2024, closing a stake of 6,107 shares — an estimated $469K sold.

Janney Montgomery Scott first reported a position in PFBC in Q4 2023 and held it in 2 quarters. The position peaked at $502K in Q4 2023. 208 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

  • Janney Montgomery Scott reported no remaining Preferred Bank position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,107 Preferred Bank shares in Q2 2024, an estimated $469K.
  • Janney Montgomery Scott first reported a position in Preferred Bank in Q4 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's Preferred Bank position peaked at $502K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.