KENNEDY CAPITAL SMALL CAP VALUE FUND PFBC Holdings History
KENNEDY CAPITAL SMALL CAP VALUE FUND's Preferred Bank Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 3,769.00 shares of Preferred Bank(PFBC), totaling $315,310.00. This investment constitutes 1.47% of their stock portfolio, and Investment Managers Series Trust II now holds 0.03% of the outstanding Preferred Bank(PFBC) stock.
The initial trade took place in 2024Q1. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 4 purchases of PFBC, at an average price of $83.24, for a total of 4,380.00 shares. In addition, there have been 1 sales at an average price of $79.89 for 611.00 shares. Based on historical transaction data and PFBC's current price of $86.32, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his PFBC holdings is $9,576.32, reflecting a 2.63% gain to date.
KENNEDY CAPITAL SMALL CAP VALUE FUND PFBC ($86.32) Holding Chart
KENNEDY CAPITAL SMALL CAP VALUE FUND PFBC ($86.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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