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Wipfli Financial Advisors’s Preferred Bank PFBC Stock Holding History

Wipfli Financial 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
2022
Q3 		$0 Buy
+2
New +$140 ﹤0.01% 2605

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wipfli Financial Advisors's PFBC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Preferred Bank (PFBC) in Q3 2022: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2605 among its holdings.

156 funds tracked by Wall St. Rank hold PFBC as of Q3 2022.

  • Wipfli Financial Advisors held 2 shares of Preferred Bank worth $0 as of Q3 2022.
  • Preferred Bank was a new Wipfli Financial Advisors position in Q3 2022.
  • Preferred Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2605 holding.
  • 156 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.