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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
Q2 		$1.65M Hold
15,500
– – 2.08% 9
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 $153B AUM 38.14% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Angel Oak Capital Advisors's PFBC Position: Q2 2026 in Review

Angel Oak Capital Advisors held its Preferred Bank (PFBC) position steady in Q2 2026 at 15,500 shares worth $1.65M. The position accounts for 2.08% of the portfolio, ranked #9.

Angel Oak Capital Advisors first reported a position in PFBC in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Angel Oak Capital Advisors held 15,500 shares of Preferred Bank worth $1.65M as of Q2 2026.
  • Angel Oak Capital Advisors left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up 2.08% of Angel Oak Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Angel Oak Capital Advisors first reported a position in Preferred Bank in Q3 2025 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.