BEI
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Benjamin Edwards Inc’s Preferred Bank PFBC Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-3,447
Closed -$298K – 1143
2024
Q4 		$298K Buy
3,447
+60
+2% +$5.3K ﹤0.01% 972
2024
Q3 		$272K Buy
+3,387
New +$271K ﹤0.01% 979

Other funds holding PFBC

BlackRock
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Benjamin Edwards Inc's PFBC Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 3,447 shares — an estimated $298K sold.

Benjamin Edwards Inc first reported a position in PFBC in Q3 2024 and held it in 2 quarters. The position peaked at $298K in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,447 Preferred Bank shares in Q1 2025, an estimated $298K.
  • Benjamin Edwards Inc first reported a position in Preferred Bank in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's Preferred Bank position peaked at $298K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.