Piscataqua Savings Bank
RIA/Wealth
Piscataqua Savings Bank is a RIA/Wealth based in Los Angeles, CA led by Jeff Chen-Yu Fang, managing $128.1M across 350 long positions as of Q3 2025 with MSFT as the largest holding (9% allocation).
Managing PartnerJeff Chen-Yu Fang
- Portfolio Value
- $128.1M
- Positions
- 350
- Top Holding
- MSFT at 8.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Piscataqua Savings Bank's portfolio (40.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $11.0M | 8.55% | -$442.3K Sold | 0.00% 21.1K shares | |
Consumer Electronics Technology | $9.6M | 7.50% | -$149.7K Sold | 0.00% 37.7K shares | |
Internet Content & Information Communication Services | $6.5M | 5.07% | -$129.6K Sold | 0.00% 26.7K shares | |
Banks - Diversified Financial Services | $5.9M | 4.61% | -$113.2K Sold | 0.00% 18.7K shares | |
Apparel - Retail Consumer Cyclical | $3.8M | 2.94% | -$76.7K Sold | 0.00% 26.1K shares | |
Industrial - Machinery Industrials | $3.6M | 2.78% | -$340.4K Sold | 0.03% 15.7K shares | |
Specialty Retail Consumer Cyclical | $3.3M | 2.58% | -$35.1K Sold | 0.00% 15.0K shares | |
Financial - Credit Services Financial Services | $3.0M | 2.30% | -$106.4K Sold | 0.00% 5.2K shares | |
Banks - Diversified Financial Services | $2.8M | 2.17% | -$52.1K Sold | 0.00% 53.9K shares | |
Drug Manufacturers - General Healthcare | $2.7M | 2.07% | -$113.5K Sold | 0.00% 11.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Piscataqua Savings Bank's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+12,800.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Piscataqua Savings Bank
GthenA