Aquatic Capital Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$335K Buy
+3,152
New +$303K 0.01% 908
2026
Q1
– Sell
-4,447
Closed -$420K – 1708
2025
Q4
$420K Buy
4,447
+493
+12% +$46K 0.01% 788
2025
Q3
$357K Buy
3,954
+238
+6% +$22.1K 0.01% 960
2025
Q2
$322K Sell
3,716
-1,206
-25% -$99.4K 0.01% 928
2025
Q1
$412K Buy
4,922
+1,331
+37% +$115K 0.01% 795
2024
Q4
$310K Sell
3,591
-9
-0.3% -$794 0.01% 840
2024
Q3
$289K Buy
3,600
+2,700
+300% +$216K 0.01% 747
2024
Q2
$67.9K Buy
+900
New +$68K ﹤0.01% 967
2024
Q1
– Sell
-800
Closed -$58K – 1547
2023
Q4
$58K Sell
800
-200
-20% -$13K ﹤0.01% 1103
2023
Q3
$62K Buy
+1,000
New +$62.4K ﹤0.01% 924
2023
Q2
– Sell
-2,300
Closed -$126K – 1656
2023
Q1
$126K Buy
+2,300
New +$155K 0.01% 695

Other funds holding PFBC

Aquatic Capital Management's PFBC Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Preferred Bank (PFBC) in Q2 2026: 3,152 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in PFBC as recently as Q4 2025.

Aquatic Capital Management first reported a position in PFBC in Q1 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Aquatic Capital Management held 3,152 shares of Preferred Bank worth $335K as of Q2 2026.
  • Preferred Bank was a new Aquatic Capital Management position in Q2 2026.
  • Preferred Bank made up 0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #908 holding.
  • Aquatic Capital Management first reported a position in Preferred Bank in Q1 2023 and has held it in 11 quarters since.
  • Aquatic Capital Management's Preferred Bank position peaked at $420K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.