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Campbell & Co Investment Adviser’s Preferred Bank PFBC Stock Holding History

Campbell & Co Investment Adviser’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
Q1 		– Sell
-2,793
Closed -$241K – 1265
2024
Q4 		$241K Buy
+2,793
New +$247K 0.02% 909
2019
Q3 		– Sell
-4,330
Closed -$205K – 729
2019
Q2 		$205K Buy
+4,330
New +$203K 0.09% 461
2019
Q1 		– Sell
-6,346
Closed -$305K – 587
2018
Q4 		$305K Buy
+6,346
New +$324K 0.3% 151

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Campbell & Co Investment Adviser's PFBC Position: Q1 2025 in Review

Campbell & Co Investment Adviser sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 2,793 shares — an estimated $241K sold.

Campbell & Co Investment Adviser first reported a position in PFBC in Q4 2018 and held it in 3 quarters. The position peaked at $305K in Q4 2018. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Campbell & Co Investment Adviser reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 2,793 Preferred Bank shares in Q1 2025, an estimated $241K.
  • Campbell & Co Investment Adviser first reported a position in Preferred Bank in Q4 2018 and held it in 3 quarters.
  • Campbell & Co Investment Adviser's Preferred Bank position peaked at $305K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2025, filed 14 May 2025.