Advisors Preferred’s Preferred Bank PFBC Stock Holding History

Advisors Preferred’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Buy	+2,736	New	+$288K	0.03%	172

Other funds holding PFBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Advisors Preferred's PFBC Position: Q3 2026 in Review

Advisors Preferred opened a new position in Preferred Bank (PFBC) in Q3 2026: 2,736 shares worth $291K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

114 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

Advisors Preferred held 2,736 shares of Preferred Bank worth $291K as of Q3 2026.
Preferred Bank was a new Advisors Preferred position in Q3 2026.
Preferred Bank made up 0.03% of Advisors Preferred's portfolio in Q3 2026, its #172 holding.
114 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.