PFA
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Professional Financial Advisors’s Preferred Bank PFBC Stock Holding History

Professional Financial 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
2021
Q2 		– Sell
-6,009
Closed -$383K – 417
2021
Q1 		$383K Buy
+6,009
New +$340K 0.24% 63

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Professional Financial Advisors's PFBC Position: Q2 2021 in Review

Professional Financial Advisors sold out of Preferred Bank (PFBC) in Q2 2021, closing a stake of 6,009 shares — an estimated $383K sold.

Professional Financial Advisors first reported a position in PFBC in Q1 2021 and held it in 1 quarter. The position peaked at $383K in Q1 2021. 129 funds tracked by Wall St. Rank hold PFBC as of Q2 2021.

  • Professional Financial Advisors reported no remaining Preferred Bank position as of Q2 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 6,009 Preferred Bank shares in Q2 2021, an estimated $383K.
  • Professional Financial Advisors first reported a position in Preferred Bank in Q1 2021 and held it in 1 quarter.
  • Professional Financial Advisors's Preferred Bank position peaked at $383K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2021.

Based on Professional Financial Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.