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Angel Oak Capital Advisors’s Preferred Bank PFBC Stock Holding History

Angel Oak Capital Advisors’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 		$1.41M Buy
15,500
+10,500
+210% +$951K 1.56% 12
2025
Q4 		$472K Hold
5,000
– – 0.69% 27
2025
Q3 		$452K Buy
+5,000
New +$464K 0.35% 25

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Angel Oak Capital Advisors's PFBC Position: Q1 2026 in Review

Angel Oak Capital Advisors increased its Preferred Bank (PFBC) stake by 210% in Q1 2026, buying an estimated $951K and bringing the position to 15,500 shares worth $1.41M. The position accounts for 1.56% of the portfolio, ranked #12.

Angel Oak Capital Advisors first reported a position in PFBC in Q3 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Angel Oak Capital Advisors held 15,500 shares of Preferred Bank worth $1.41M as of Q1 2026.
  • Angel Oak Capital Advisors bought 10,500 Preferred Bank shares in Q1 2026, an estimated $951K.
  • Preferred Bank made up 1.56% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #12 holding.
  • Angel Oak Capital Advisors first reported a position in Preferred Bank in Q3 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.