Citadel Advisors’s Preferred Bank PFBC Stock Holding History

Citadel Advisors’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	-500	Closed	-$41.8K	–	14439
2025 Q1	$41.8K	Sell	500 -100	-17%	-$8.67K	﹤0.01%	12495
2024 Q4	$51.8K	Buy	600 +400	+200%	+$35.3K	﹤0.01%	12357
2024 Q3	$16.1K	Buy	+200	New	+$16K	﹤0.01%	12945
2024 Q2	–	Sell	-1,000	Closed	-$76.8K	–	15098
2024 Q1	$76.8K	Sell	1,000 -800	-44%	-$57.9K	﹤0.01%	11706
2023 Q4	$131K	Sell	1,800 -6,000	-77%	-$391K	﹤0.01%	10590
2023 Q3	$486K	Buy	7,800 +7,000	+875%	+$437K	﹤0.01%	8116
2023 Q2	$44K	Hold	800	–	–	﹤0.01%	11958
2023 Q1	$43.8K	Sell	800 -1,800	-69%	-$122K	﹤0.01%	12332
2022 Q4	$194K	Buy	+2,600	New	+$189K	﹤0.01%	10188
2022 Q1	–	Sell	-5,400	Closed	-$388K	–	14327
2021 Q4	$388K	Sell	5,400 -3,200	-37%	-$221K	﹤0.01%	10296
2021 Q3	$573K	Buy	+8,600	New	+$527K	﹤0.01%	9541

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Citadel Advisors's PFBC Position: Q1 2026 in Review

Citadel Advisors increased its Preferred Bank (PFBC) stake by 29% in Q1 2026, buying an estimated $1.76M and bringing the position to 86,828 shares worth $7.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Citadel Advisors first reported a position in PFBC in Q3 2013 and has held it in 41 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Citadel Advisors held 86,828 shares of Preferred Bank worth $7.87M as of Q1 2026.
Citadel Advisors bought 19,406 Preferred Bank shares in Q1 2026, an estimated $1.76M.
Preferred Bank made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #3605 holding.
Citadel Advisors first reported a position in Preferred Bank in Q3 2013 and has held it in 41 quarters since.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.