Stifel Financial’s Preferred Bank PFBC Stock Holding History

Stifel Financial’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 Q1	–	Sell	-3,106	Closed	-$232K	–	3407
2022 Q4	$232K	Sell	3,106 -86	-3%	-$6.27K	﹤0.01%	2913
2022 Q3	$208K	Buy	3,192 +27	+0.9%	+$1.88K	﹤0.01%	2933
2022 Q2	$215K	Buy	3,165 +77	+2%	+$5.27K	﹤0.01%	2957
2022 Q1	$229K	Buy	+3,088	New	+$239K	﹤0.01%	3039
2016 Q3	–	Sell	-7,330	Closed	-$212K	–	2481
2016 Q2	$212K	Buy	7,330 +675	+10%	+$21K	﹤0.01%	2229
2016 Q1	$201K	Buy	+6,655	New	+$200K	﹤0.01%	2008
2015 Q1	–	Sell	-47,699	Closed	-$1.33M	–	2367
2014 Q4	$1.33M	Buy	47,699 +443	+0.9%	+$11.3K	0.01%	1118
2014 Q3	$1.06M	Sell	47,256 -393	-0.8%	-$9.16K	0.01%	1094
2014 Q2	$1.13M	Buy	47,649 +5,480	+13%	+$127K	0.01%	1059
2014 Q1	$1.09M	Buy	+42,169	New	+$959K	0.01%	1030

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Stifel Financial's PFBC Position: Q1 2023 in Review

Stifel Financial sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 3,106 shares — an estimated $232K sold.

Stifel Financial first reported a position in PFBC in Q1 2014 and held it in 10 quarters. The position peaked at $1.33M in Q4 2014. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

Stifel Financial reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 3,106 Preferred Bank shares in Q1 2023, an estimated $232K.
Stifel Financial first reported a position in Preferred Bank in Q1 2014 and held it in 10 quarters.
Stifel Financial's Preferred Bank position peaked at $1.33M in Q4 2014.
174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.