ENVESTNET ASSET MANAGEMENT INC
Holdings in PFBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,318,998 | 13,968 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $1,277,753 | 14,136 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $1,175,435 | 13,581 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $1,120,542 | 13,394 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,194,289 | 13,826 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,011,711 | 12,607 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,025,154 | 13,580 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,041,922 | 13,572 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $978,870 | 13,400 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $820,019 | 13,173 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $458,561 | 8,339 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $452,072 | 8,248 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $636,060 | 8,524 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $562,086 | 8,617 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $608,915 | 8,952 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $613,020 | 8,274 | Shares | Sole | 2022-05-04 |