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Next Financial Group’s Plumas Bancorp PLBC Stock Holding History

Next Financial Group’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$39K Buy
+1,165
New +$40.9K ﹤0.01% 1586

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Next Financial Group's PLBC Position: Q4 2021 in Review

Next Financial Group opened a new position in Plumas Bancorp (PLBC) in Q4 2021: 1,165 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings.

37 funds tracked by Wall St. Rank hold PLBC as of Q4 2021.

  • Next Financial Group held 1,165 shares of Plumas Bancorp worth $39K as of Q4 2021.
  • Plumas Bancorp was a new Next Financial Group position in Q4 2021.
  • Plumas Bancorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1586 holding.
  • 37 funds tracked by Wall St. Rank held Plumas Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.