CIBC World Markets’s Preferred Bank PFBC Stock Holding History

CIBC World Markets’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 Q2	–	Sell	-2,712	Closed	-$227K	–	1832
2025 Q1	$227K	Buy	+2,712	New	+$235K	﹤0.01%	1398

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIBC World Markets's PFBC Position: Q2 2025 in Review

CIBC World Markets sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 2,712 shares — an estimated $227K sold.

CIBC World Markets first reported a position in PFBC in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

CIBC World Markets reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 2,712 Preferred Bank shares in Q2 2025, an estimated $227K.
CIBC World Markets first reported a position in Preferred Bank in Q1 2025 and held it in 1 quarter.
CIBC World Markets's Preferred Bank position peaked at $227K in Q1 2025.
209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.