Amundi
PFBC icon

Amundi’s Preferred Bank PFBC Stock Holding History

Amundi’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
2025
Q2 		– Sell
-5,027
Closed -$389K – 2042
2025
Q1 		$389K Sell
5,027
-966
-16% -$83.7K ﹤0.01% 1548
2024
Q4 		$511K Buy
5,993
+3,936
+191% +$347K ﹤0.01% 1562
2024
Q3 		$164K Buy
2,057
+176
+9% +$14.1K ﹤0.01% 1691
2024
Q2 		$140K Buy
+1,881
New +$142K ﹤0.01% 1648

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Amundi's PFBC Position: Q2 2025 in Review

Amundi sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 5,027 shares — an estimated $389K sold.

Amundi first reported a position in PFBC in Q2 2024 and held it in 4 quarters. The position peaked at $511K in Q4 2024. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • Amundi reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • Amundi sold 5,027 Preferred Bank shares in Q2 2025, an estimated $389K.
  • Amundi first reported a position in Preferred Bank in Q2 2024 and held it in 4 quarters.
  • Amundi's Preferred Bank position peaked at $511K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Amundi's 13F filing for Q2 2025, filed 13 Aug 2025.