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Aster Capital Management’s Preferred Bank PFBC Stock Holding History

Aster Capital Management’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
-22
Closed -$2.08K – 1217
2025
Q4 		$2.08K Buy
+22
New +$2.05K ﹤0.01% 949
2025
Q3 		– Sell
-159
Closed -$13.8K – 1275
2025
Q2 		$13.8K Sell
159
-9,945
-98% -$820K ﹤0.01% 752
2025
Q1 		$897K Buy
+10,104
New +$876K 0.17% 167

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 $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

Aster Capital Management's PFBC Position: Q1 2026 in Review

Aster Capital Management sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 22 shares — an estimated $2.08K sold.

Aster Capital Management first reported a position in PFBC in Q1 2025 and held it in 3 quarters. The position peaked at $897K in Q1 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Aster Capital Management reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 22 Preferred Bank shares in Q1 2026, an estimated $2.08K.
  • Aster Capital Management first reported a position in Preferred Bank in Q1 2025 and held it in 3 quarters.
  • Aster Capital Management's Preferred Bank position peaked at $897K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.