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Preferred Bank, Los Angeles shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Preferred Bank, Los Angeles

Tip: Access up to 7 years of quarterly data

All positions including Preferred Bank, Los Angeles held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Preferred Bank, Los Angeles by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 226 76.77
2023-12-31 $5.0k 68 73.04
2023-09-30 $4.9k 79 62.24
2023-06-30 $4.3k 79 54.99
2023-03-31 $4.3k 79 54.80

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Vanguard Mid Cap Growth Etf Etf (VOT)
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Jpmorgan Active Value Etf Etf (JAVA)
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Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Preferred Bank, Los Angeles

Vanguard Group
Dimensional Fund Advisors
Robeco Investment Management
Millennium Management
Hsbc Holdings
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Phocas Financial
Hotchkis and Wiley Capital Management
Sandler O'Neill Asset Management
Charles Schwab Investment Management
Royal Bank of Canada
Oberweis Asset Management
Smith, Graham & Co. Investment Advisors

View all funds holding Preferred Bank, Los Angeles