Envestnet Asset Management Inc Preferred Bank Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Preferred Bank stock. As of the latest transaction made, Envestnet Asset Management Inc holds 13,581 shares of PFBC stock, worth $1.15 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,581
Previous 13,394
1.4%
Holding current value
$1.15 Million
Previous $1.12 Million
4.91%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding PFBC
# of Institutions
220Shares Held
11.5MCall Options Held
0Put Options Held
3K-
Black Rock Inc. New York, NY1.33MShares$112 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.15MShares$97.3 Million0.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA887KShares$75 Million0.0% of portfolio
-
State Street Corp Boston, MA610KShares$51.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX608KShares$51.4 Million0.01% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.21B
- 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...