Balyasny Asset Management
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Balyasny Asset Management’s Preferred Bank PFBC Stock Holding History

Balyasny Asset 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
2025
Q4 		– Sell
-5,086
Closed -$460K – 3455
2025
Q3 		$460K Buy
+5,086
New +$472K ﹤0.01% 2428
2025
Q2 		– Sell
-12,888
Closed -$1.08M – 3225
2025
Q1 		$1.08M Sell
12,888
-1,546
-11% -$134K ﹤0.01% 1957
2024
Q4 		$1.25M Buy
14,434
+1,901
+15% +$168K ﹤0.01% 1857
2024
Q3 		$1.01M Buy
12,533
+6,613
+112% +$528K ﹤0.01% 1965
2024
Q2 		$447K Buy
+5,920
New +$448K ﹤0.01% 2097
2024
Q1 		– Sell
-9,848
Closed -$719K – 2996
2023
Q4 		$719K Buy
9,848
+1,804
+22% +$117K ﹤0.01% 1814
2023
Q3 		$501K Sell
8,044
-6,916
-46% -$432K ﹤0.01% 1760
2023
Q2 		$823K Buy
14,960
+4,086
+38% +$206K ﹤0.01% 1704
2023
Q1 		$596K Buy
+10,874
New +$735K ﹤0.01% 1909
2018
Q3 		– Sell
-4,980
Closed -$306K – 1954
2018
Q2 		$306K Buy
4,980
+1,700
+52% +$110K ﹤0.01% 1516
2018
Q1 		$211K Sell
3,280
-1,400
-30% -$89.3K ﹤0.01% 1743
2017
Q4 		$275K Sell
4,680
-300
-6% -$18.2K ﹤0.01% 1783
2017
Q3 		$301K Buy
+4,980
New +$274K ﹤0.01% 1535

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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

Balyasny Asset Management's PFBC Position: Q4 2025 in Review

Balyasny Asset Management sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 5,086 shares — an estimated $460K sold.

Balyasny Asset Management first reported a position in PFBC in Q3 2017 and held it in 13 quarters. The position peaked at $1.25M in Q4 2024. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Balyasny Asset Management reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 5,086 Preferred Bank shares in Q4 2025, an estimated $460K.
  • Balyasny Asset Management first reported a position in Preferred Bank in Q3 2017 and held it in 13 quarters.
  • Balyasny Asset Management's Preferred Bank position peaked at $1.25M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.