Citadel Advisors
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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
-200
Closed -$16.7K – 14440
2025
Q1 		$16.7K Sell
200
-200
-50% -$17.3K ﹤0.01% 13269
2024
Q4 		$34.6K Sell
400
-1,600
-80% -$141K ﹤0.01% 12742
2024
Q3 		$161K Sell
2,000
-2,400
-55% -$192K ﹤0.01% 10473
2024
Q2 		$332K Sell
4,400
-1,200
-21% -$90.7K ﹤0.01% 8931
2024
Q1 		$430K Buy
5,600
+4,800
+600% +$347K ﹤0.01% 8714
2023
Q4 		$58.4K Hold
800
– – ﹤0.01% 11622
2023
Q3 		$49.8K Buy
800
+400
+100% +$25K ﹤0.01% 11767
2023
Q2 		$22K Sell
400
-100
-20% -$5.03K ﹤0.01% 12644
2023
Q1 		$27.4K Buy
500
+100
+25% +$6.76K ﹤0.01% 12816
2022
Q4 		$29.8K Buy
+400
New +$29.2K ﹤0.01% 12761
2021
Q2 		– Sell
-5,900
Closed -$376K – 14227
2021
Q1 		$376K Buy
+5,900
New +$333K ﹤0.01% 10331

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
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.