AF
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Allworth Financial’s Preferred Bank PFBC Stock Holding History

Allworth Financial’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
Q1 		$366K Buy
4,036
+14
+0.3% +$1.27K ﹤0.01% 1095
2025
Q4 		$380K Buy
4,022
+11
+0.3% +$1.02K ﹤0.01% 1048
2025
Q3 		$363K Hold
4,011
– – ﹤0.01% 1019
2025
Q2 		$347K Buy
4,011
+4,000
+36,364% +$330K ﹤0.01% 953
2025
Q1 		$946 Hold
11
– – ﹤0.01% 3487
2024
Q4 		$954 Hold
11
– – ﹤0.01% 3410
2024
Q3 		$883 Sell
11
-13
-54% -$1.04K ﹤0.01% 3268
2024
Q2 		$2.01K Hold
24
– – ﹤0.01% 2922
2024
Q1 		$1.84K Hold
24
– – ﹤0.01% 2837
2023
Q4 		$1.75K Buy
24
+13
+118% +$847 ﹤0.01% 2728
2023
Q3 		$685 Buy
+11
New +$687 ﹤0.01% 2966

Other funds holding PFBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return