BOK Financial’s Preferred Bank PFBC Stock Holding History

BOK Financial’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	$462K	Sell	5,093 -498	-9%	-$45.1K	0.01%	559
2025 Q4	$528K	Sell	5,591 -31	-0.6%	-$2.89K	0.01%	536
2025 Q3	$508K	Sell	5,622 -10	-0.2%	-$927	0.01%	572
2025 Q2	$487K	Sell	5,632 -364	-6%	-$30K	0.01%	570
2025 Q1	$502K	Buy	5,996 +1,576	+36%	+$137K	0.01%	557
2024 Q4	$360K	Sell	4,420 -781	-15%	-$68.9K	0.01%	610
2024 Q3	$408K	Sell	5,201 -2,089	-29%	-$167K	0.01%	603
2024 Q2	$550K	Buy	7,290 +3,406	+88%	+$257K	0.01%	580
2024 Q1	$296K	Buy	+3,884	New	+$281K	0.01%	650

Other funds holding PFBC

BlackRock New York $5.7T 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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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