Smith Graham & Co Investment Advisors’s Preferred Bank PFBC Stock Holding History

Smith Graham & Co Investment 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
2023 Q4	$6.52M	Buy	+89,276	New	+$5.81M	0.75%	54

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Smith Graham & Co Investment Advisors's PFBC Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors opened a new position in Preferred Bank (PFBC) in Q4 2023: 89,276 shares worth $6.52M. The stake represents 0.75% of the portfolio and ranks #54 among its holdings.

195 funds tracked by Wall St. Rank hold PFBC as of Q4 2023.

Smith Graham & Co Investment Advisors held 89,276 shares of Preferred Bank worth $6.52M as of Q4 2023.
Preferred Bank was a new Smith Graham & Co Investment Advisors position in Q4 2023.
Preferred Bank made up 0.75% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #54 holding.
195 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.