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Putney Financial Group’s Plumas Bancorp PLBC Stock Holding History

Putney 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
2025
Q1 		– Sell
-12,087
Closed -$571K – 309
2024
Q4 		$571K Buy
+12,087
New +$543K 0.51% 27

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putney Financial Group's PLBC Position: Q1 2025 in Review

Putney Financial Group sold out of Plumas Bancorp (PLBC) in Q1 2025, closing a stake of 12,087 shares — an estimated $571K sold.

Putney Financial Group first reported a position in PLBC in Q4 2024 and held it in 1 quarter. The position peaked at $571K in Q4 2024. 70 funds tracked by Wall St. Rank hold PLBC as of Q1 2025.

  • Putney Financial Group reported no remaining Plumas Bancorp position as of Q1 2025 after selling out during the quarter.
  • Putney Financial Group sold 12,087 Plumas Bancorp shares in Q1 2025, an estimated $571K.
  • Putney Financial Group first reported a position in Plumas Bancorp in Q4 2024 and held it in 1 quarter.
  • Putney Financial Group's Plumas Bancorp position peaked at $571K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Plumas Bancorp as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.