Clearstead Trust’s Preferred Bank PFBC Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-5	Closed	-$452	–	1384
2025 Q3	$452	Hold	5	–	–	﹤0.01%	1390
2025 Q2	$433	Buy	+5	New	+$412	﹤0.01%	1359

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 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

Clearstead Trust's PFBC Position: Q4 2025 in Review

Clearstead Trust sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 5 shares — an estimated $452 sold.

Clearstead Trust first reported a position in PFBC in Q2 2025 and held it in 2 quarters. The position peaked at $452 in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

Clearstead Trust reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 5 Preferred Bank shares in Q4 2025, an estimated $452.
Clearstead Trust first reported a position in Preferred Bank in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Preferred Bank position peaked at $452 in Q3 2025.
218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.