ZIM
PFBC icon

Zacks Investment Management’s Preferred Bank PFBC Stock Holding History

Zacks Investment Management’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 		– Sell
-25,590
Closed -$1.93M – 749
2024
Q2 		$1.93M Buy
25,590
+2,659
+12% +$201K 0.02% 295
2024
Q1 		$1.76M Buy
22,931
+2,881
+14% +$208K 0.02% 331
2023
Q4 		$1.46M Sell
20,050
-947
-5% -$61.7K 0.02% 331
2023
Q3 		$1.31M Buy
20,997
+812
+4% +$50.7K 0.02% 333
2023
Q2 		$1.11M Buy
20,185
+469
+2% +$23.6K 0.01% 359
2023
Q1 		$1.08M Buy
19,716
+231
+1% +$15.6K 0.01% 348
2022
Q4 		$1.45M Buy
19,485
+471
+2% +$34.3K 0.02% 313
2022
Q3 		$1.24M Sell
19,014
-559
-3% -$39K 0.02% 316
2022
Q2 		$1.33M Sell
19,573
-321
-2% -$22K 0.02% 309
2022
Q1 		$1.47M Buy
19,894
+652
+3% +$50.5K 0.02% 321
2021
Q4 		$1.38M Sell
19,242
-1,400
-7% -$96.8K 0.02% 343
2021
Q3 		$1.38M Sell
20,642
-3,649
-15% -$224K 0.02% 334
2021
Q2 		$1.54M Buy
24,291
+633
+3% +$42.1K 0.02% 316
2021
Q1 		$1.51M Buy
23,658
+1,569
+7% +$88.7K 0.03% 315
2020
Q4 		$1.11M Sell
22,089
-1,238
-5% -$48.3K 0.02% 333
2020
Q3 		$749K Buy
+23,327
New +$871K 0.02% 356
2016
Q3 		– Sell
-18,089
Closed -$522K – 703
2016
Q2 		$522K Sell
18,089
-960
-5% -$29.9K 0.02% 443
2016
Q1 		$576K Hold
19,049
– – 0.02% 429
2015
Q4 		$629K Buy
19,049
+1,879
+11% +$63.5K 0.02% 383
2015
Q3 		$543K Sell
17,170
-12,961
-43% -$398K 0.02% 414
2015
Q2 		$905K Buy
30,131
+1,400
+5% +$40K 0.03% 314
2015
Q1 		$789K Buy
28,731
+2,270
+9% +$61.5K 0.03% 342
2014
Q4 		$738K Hold
26,461
– – 0.02% 322
2014
Q3 		$596K Buy
26,461
+4,697
+22% +$109K 0.02% 365
2014
Q2 		$515K Sell
21,764
-1,213
-5% -$28.2K 0.02% 417
2014
Q1 		$596K Buy
22,977
+7,579
+49% +$172K 0.02% 348
2013
Q4 		$309K Buy
+15,398
New +$303K 0.01% 531

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's PFBC Position: Q3 2024 in Review

Zacks Investment Management sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 25,590 shares — an estimated $1.93M sold.

Zacks Investment Management first reported a position in PFBC in Q4 2013 and held it in 27 quarters. The position peaked at $1.93M in Q2 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

  • Zacks Investment Management reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 25,590 Preferred Bank shares in Q3 2024, an estimated $1.93M.
  • Zacks Investment Management first reported a position in Preferred Bank in Q4 2013 and held it in 27 quarters.
  • Zacks Investment Management's Preferred Bank position peaked at $1.93M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.