Cerity Partners
PFBC icon

Cerity Partners’s Preferred Bank PFBC Stock Holding History

Cerity Partners’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 		$216K Buy
+2,036
New +$196K ﹤0.01% 3006

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cerity Partners's PFBC Position: Q2 2026 in Review

Cerity Partners opened a new position in Preferred Bank (PFBC) in Q2 2026: 2,036 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3006 among its holdings.

229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Cerity Partners held 2,036 shares of Preferred Bank worth $216K as of Q2 2026.
  • Preferred Bank was a new Cerity Partners position in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3006 holding.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.