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 Q2	$542K	Buy	5,099 +6	+0.1%	+$576	0.01%	543
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BOK Financial's PFBC Position: Q2 2026 in Review

BOK Financial increased its Preferred Bank (PFBC) stake by 0.12% in Q2 2026, buying an estimated $576 and bringing the position to 5,099 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #543.

BOK Financial first reported a position in PFBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $550K in Q2 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

BOK Financial held 5,099 shares of Preferred Bank worth $542K as of Q2 2026.
BOK Financial bought 6 Preferred Bank shares in Q2 2026, an estimated $576.
Preferred Bank made up 0.01% of BOK Financial's portfolio in Q2 2026, its #543 holding.
BOK Financial first reported a position in Preferred Bank in Q1 2024 and has held it in 10 quarters since.
BOK Financial's Preferred Bank position peaked at $550K in Q2 2024.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.