Kowal Investment Group’s Preferred Bank PFBC Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-30	Closed	-$2K	–	692
2021 Q3	$2K	Buy	+30	New	+$1.84K	﹤0.01%	822

Other funds holding PFBC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

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

Kowal Investment Group's PFBC Position: Q4 2021 in Review

Kowal Investment Group sold out of Preferred Bank (PFBC) in Q4 2021, closing a stake of 30 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in PFBC in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 145 funds tracked by Wall St. Rank hold PFBC as of Q4 2021.

Kowal Investment Group reported no remaining Preferred Bank position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 30 Preferred Bank shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in Preferred Bank in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Preferred Bank position peaked at $2K in Q3 2021.
145 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.