A detailed history of Copeland Capital Management, LLC transactions in Preferred Bank stock. As of the latest transaction made, Copeland Capital Management, LLC holds 679 shares of PFBC stock, worth $63,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
679
Holding current value
$63,201
% of portfolio
0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$73.0 - $91.26 $49,567 - $61,965
679 New
679 $54,000
Q1 2024

Apr 19, 2024

BUY
$68.13 - $76.77 $31,271 - $35,237
459 New
459 $35,000
Q1 2020

Apr 29, 2020

SELL
$28.4 - $63.98 $8,236 - $18,554
-290 Closed
0 $0
Q4 2019

Jan 18, 2022

BUY
$50.99 - $60.26 $14,787 - $17,475
290 New
290 $17,000
Q4 2019

Feb 03, 2020

SELL
$50.99 - $60.26 $14,787 - $17,475
-290 Closed
0 $0
Q3 2019

Jan 18, 2022

BUY
$47.1 - $54.73 $13,659 - $15,871
290 New
290 $15,000
Q3 2019

Nov 06, 2019

SELL
$47.1 - $54.73 $13,659 - $15,871
-290 Closed
0 $0
Q2 2019

Jan 18, 2022

BUY
$43.77 - $50.22 $12,693 - $14,563
290 New
290 $14,000
Q2 2019

Jul 19, 2019

SELL
$43.77 - $50.22 $12,211 - $14,011
-279 Closed
0 $0
Q1 2019

Jan 18, 2022

BUY
$42.35 - $52.08 $11,815 - $14,530
279 New
279 $13,000
Q1 2019

Apr 24, 2019

SELL
$42.35 - $52.08 $9,317 - $11,457
-220 Closed
0 $0
Q4 2018

Jan 18, 2022

BUY
$40.57 - $60.79 $8,925 - $13,373
220 New
220 $10,000

Others Institutions Holding PFBC

About Preferred Bank


  • Ticker PFBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,356,700
  • Market Cap $1.34B
  • Description
  • Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...
More about PFBC
Track This Portfolio

Track Copeland Capital Management, LLC Portfolio

Follow Copeland Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copeland Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copeland Capital Management, LLC with notifications on news.