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AlphaQuest’s Preferred Bank PFBC Stock Holding History

AlphaQuest’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 		– Sell
-21,767
Closed -$2.06M – 1491
2025
Q4 		$2.06M Buy
21,767
+8,477
+64% +$790K 0.12% 190
2025
Q3 		$1.2M Sell
13,290
-11,097
-46% -$1.03M 0.08% 357
2025
Q2 		$2.11M Buy
24,387
+20,987
+617% +$1.73M 0.21% 71
2025
Q1 		$284K Buy
3,400
+738
+28% +$64K 0.03% 805
2024
Q4 		$230K Sell
2,662
-5,475
-67% -$483K 0.03% 813
2024
Q3 		$653K Buy
8,137
+7,586
+1,377% +$606K 0.06% 548
2024
Q2 		$41.6K Sell
551
-238
-30% -$18K 0.01% 1103
2024
Q1 		$60.6K Sell
789
-4,714
-86% -$341K 0.01% 905
2023
Q4 		$402K Buy
+5,503
New +$358K 0.09% 422

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T 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

AlphaQuest's PFBC Position: Q1 2026 in Review

AlphaQuest sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 21,767 shares — an estimated $2.06M sold.

AlphaQuest first reported a position in PFBC in Q4 2023 and held it in 9 quarters. The position peaked at $2.11M in Q2 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • AlphaQuest reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 21,767 Preferred Bank shares in Q1 2026, an estimated $2.06M.
  • AlphaQuest first reported a position in Preferred Bank in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Preferred Bank position peaked at $2.11M in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.