Raymond James Financial Services Advisors’s Preferred Bank PFBC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$210K	Buy	+2,613	New	+$209K	﹤0.01%	3159

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial Services Advisors's PFBC Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Preferred Bank (PFBC) in Q3 2024: 2,613 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3159 among its holdings.

215 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

Raymond James Financial Services Advisors held 2,613 shares of Preferred Bank worth $210K as of Q3 2024.
Preferred Bank was a new Raymond James Financial Services Advisors position in Q3 2024.
Preferred Bank made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3159 holding.
215 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.