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Ridgewood Investments’s Preferred Bank PFBC Stock Holding History

Ridgewood Investments’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
Q2 		– Hold
0
– – – 795
2023
Q2 		– Sell
-63
Closed -$3.17K – 838
2023
Q1 		$3.46K Buy
+63
New +$4.26K ﹤0.01% 638

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ridgewood Investments's PFBC Position: Q2 2024 in Review

Ridgewood Investments held its Preferred Bank (PFBC) position steady in Q2 2024 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Ridgewood Investments first reported a position in PFBC in Q1 2023 and has held it in 1 quarter since. The position peaked at $3.46K in Q1 2023. 208 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

  • Ridgewood Investments held 0 shares of Preferred Bank worth $9 as of Q2 2024.
  • Ridgewood Investments left its Preferred Bank share count unchanged in Q2 2024.
  • Preferred Bank made up ﹤0.01% of Ridgewood Investments's portfolio in Q2 2024, its #795 holding.
  • Ridgewood Investments first reported a position in Preferred Bank in Q1 2023 and has held it in 1 quarter since.
  • Ridgewood Investments's Preferred Bank position peaked at $3.46K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Ridgewood Investments's 13F filing for Q2 2024, filed 29 Jul 2024.