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Brandywine Global Investment Management’s Preferred Bank PFBC Stock Holding History

Brandywine Global Investment 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 		$2.93M Sell
31,073
-1,200
-4% -$112K 0.02% 437
2025
Q3 		$2.92M Sell
32,273
-1,206
-4% -$112K 0.02% 443
2025
Q2 		$2.9M Sell
33,479
-1,300
-4% -$107K 0.02% 446
2025
Q1 		$2.91M Sell
34,779
-1,310
-4% -$114K 0.02% 429
2024
Q4 		$3.12M Sell
36,089
-1,807
-5% -$160K 0.02% 429
2024
Q3 		$3.13M Sell
37,896
-1,000
-3% -$79.9K 0.02% 480
2024
Q2 		$2.94M Sell
38,896
-1,775
-4% -$134K 0.02% 503
2024
Q1 		$3.12M Sell
40,671
-300
-0.7% -$21.7K 0.02% 492
2023
Q4 		$2.99M Sell
40,971
-4,234
-9% -$276K 0.02% 490
2023
Q3 		$2.81M Buy
45,205
+24,445
+118% +$1.53M 0.02% 491
2023
Q2 		$1.14M Hold
20,760
– – 0.01% 621
2023
Q1 		$1.14M Buy
+20,760
New +$1.4M 0.01% 638
2020
Q3 		– Sell
-22,277
Closed -$955K – 716
2020
Q2 		$955K Buy
22,277
+57
+0.3% +$2.1K 0.01% 511
2020
Q1 		$752K Sell
22,220
-1,438
-6% -$75.2K 0.01% 529
2019
Q4 		$1.42M Sell
23,658
-1,333
-5% -$73.2K 0.01% 548
2019
Q3 		$1.31M Sell
24,991
-239
-0.9% -$12.2K 0.01% 561
2019
Q2 		$1.19M Sell
25,230
-914
-3% -$42.9K 0.01% 571
2019
Q1 		$1.18M Buy
26,144
+117
+0.4% +$5.57K 0.01% 534
2018
Q4 		$1.13M Buy
26,027
+19,607
+305% +$1M 0.01% 537
2018
Q3 		$376K Buy
+6,420
New +$402K ﹤0.01% 600
2016
Q4 		– Sell
-4,050
Closed -$145K – 997
2016
Q3 		$145K Hold
4,050
– – ﹤0.01% 722
2016
Q2 		$117K Buy
4,050
+200
+5% +$6.22K ﹤0.01% 755
2016
Q1 		$117K Sell
3,850
-600
-13% -$18K ﹤0.01% 757
2015
Q4 		$147K Hold
4,450
– – ﹤0.01% 726
2015
Q3 		$141K Hold
4,450
– – ﹤0.01% 747
2015
Q2 		$134K Hold
4,450
– – ﹤0.01% 775
2015
Q1 		$123K Hold
4,450
– – ﹤0.01% 789
2014
Q4 		$125K Hold
4,450
– – ﹤0.01% 802
2014
Q3 		$101K Buy
4,450
+260
+6% +$6.06K ﹤0.01% 783
2014
Q2 		$100K Sell
4,190
-1,900
-31% -$44.1K ﹤0.01% 794
2014
Q1 		$159K Buy
6,090
+90
+2% +$2.05K ﹤0.01% 777
2013
Q4 		$121K Buy
+6,000
New +$118K ﹤0.01% 806

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

Brandywine Global Investment Management's PFBC Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Preferred Bank (PFBC) stake by 3.7% in Q4 2025, selling an estimated $112K and leaving 31,073 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #437.

Brandywine Global Investment Management first reported a position in PFBC in Q4 2013 and has held it in 32 quarters since. The position peaked at $3.13M in Q3 2024. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Brandywine Global Investment Management held 31,073 shares of Preferred Bank worth $2.93M as of Q4 2025.
  • Brandywine Global Investment Management sold 1,200 Preferred Bank shares in Q4 2025, an estimated $112K.
  • Preferred Bank made up 0.02% of Brandywine Global Investment Management's portfolio in Q4 2025, its #437 holding.
  • Brandywine Global Investment Management first reported a position in Preferred Bank in Q4 2013 and has held it in 32 quarters since.
  • Brandywine Global Investment Management's Preferred Bank position peaked at $3.13M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.