Bessemer Group’s Preferred Bank PFBC Stock Holding History

Bessemer Group’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	$15K	Buy	169 +17	+11%	+$1.54K	﹤0.01%	2010
2025 Q4	$14K	Buy	152 +33	+28%	+$3.08K	﹤0.01%	1996
2025 Q3	$11K	Hold	119	–	–	﹤0.01%	1917
2025 Q2	$10K	Buy	119 +34	+40%	+$2.8K	﹤0.01%	1830
2025 Q1	$7K	Buy	85 +65	+325%	+$5.63K	﹤0.01%	1907
2024 Q4	$2K	Hold	20	–	–	﹤0.01%	2252
2024 Q3	$2K	Buy	+20	New	+$1.6K	﹤0.01%	2248
2023 Q3	–	Sell	-58	Closed	-$3K	–	2291
2023 Q2	$3K	Hold	58	–	–	﹤0.01%	1966
2023 Q1	$3K	Buy	+58	New	+$3.92K	﹤0.01%	1775
2019 Q4	–	Sell	-2,900	Closed	-$152K	–	1734
2019 Q3	$152K	Sell	2,900 -9,000	-76%	-$458K	﹤0.01%	1108
2019 Q2	$562K	Sell	11,900 -8,400	-41%	-$395K	﹤0.01%	848
2019 Q1	$913K	Buy	20,300 +3,900	+24%	+$186K	﹤0.01%	657
2018 Q4	$711K	Buy	16,400 +9,900	+152%	+$506K	﹤0.01%	659
2018 Q3	$380K	Buy	+6,500	New	+$407K	﹤0.01%	835
2017 Q4	–	Sell	-21,900	Closed	-$1.32M	–	1787
2017 Q3	$1.32M	Hold	21,900	–	–	0.01%	570
2017 Q2	$1.17M	Buy	21,900 +600	+3%	+$30.9K	﹤0.01%	621
2017 Q1	$1.14M	Sell	21,300 -900	-4%	-$48.9K	﹤0.01%	662
2016 Q4	$1.16M	Buy	22,200 +700	+3%	+$29.7K	0.01%	667
2016 Q3	$769K	Buy	+21,500	New	+$723K	﹤0.01%	674

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bessemer Group's PFBC Position: Q1 2026 in Review

Bessemer Group increased its Preferred Bank (PFBC) stake by 11% in Q1 2026, buying an estimated $1.54K and bringing the position to 169 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Bessemer Group first reported a position in PFBC in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.32M in Q3 2017. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Bessemer Group held 169 shares of Preferred Bank worth $15K as of Q1 2026.
Bessemer Group bought 17 Preferred Bank shares in Q1 2026, an estimated $1.54K.
Preferred Bank made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2010 holding.
Bessemer Group first reported a position in Preferred Bank in Q3 2016 and has held it in 19 quarters since.
Bessemer Group's Preferred Bank position peaked at $1.32M in Q3 2017.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.