CCM
PFBC icon

Coldstream Capital Management’s Preferred Bank PFBC Stock Holding History

Coldstream Capital Management’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
-87
Closed -$7.28K – 2704
2025
Q1 		$7.28K Buy
+87
New +$7.54K ﹤0.01% 2518

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coldstream Capital Management's PFBC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 87 shares — an estimated $7.28K sold.

Coldstream Capital Management first reported a position in PFBC in Q1 2025 and held it in 1 quarter. The position peaked at $7.28K in Q1 2025. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 87 Preferred Bank shares in Q2 2025, an estimated $7.28K.
  • Coldstream Capital Management first reported a position in Preferred Bank in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Preferred Bank position peaked at $7.28K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.