Bruce G. Allen Investments’s Preferred Bank PFBC Stock Holding History

Bruce G. Allen Investments’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	$1.38K	Hold	13	–	–	﹤0.01%	755
2026 Q1	$1.18K	Sell	13 -3	-19%	-$272	﹤0.01%	786
2025 Q4	$1.51K	Buy	16 +3	+23%	+$280	﹤0.01%	744
2025 Q3	$1.18K	Hold	13	–	–	﹤0.01%	793
2025 Q2	$1.13K	Buy	13 +1	+8%	+$82	﹤0.01%	800
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	811
2024 Q4	$1.04K	Hold	12	–	–	﹤0.01%	818
2024 Q3	$963	Buy	+12	New	+$959	﹤0.01%	827

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

Bruce G. Allen Investments's PFBC Position: Q2 2026 in Review

Bruce G. Allen Investments held its Preferred Bank (PFBC) position steady in Q2 2026 at 13 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Bruce G. Allen Investments first reported a position in PFBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.51K in Q4 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Bruce G. Allen Investments held 13 shares of Preferred Bank worth $1.38K as of Q2 2026.
Bruce G. Allen Investments left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #755 holding.
Bruce G. Allen Investments first reported a position in Preferred Bank in Q3 2024 and has held it in 8 quarters since.
Bruce G. Allen Investments's Preferred Bank position peaked at $1.51K in Q4 2025.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.