Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Preferred Bank PFBC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026
Q2 		$539K Sell
5,070
-1,769
-26% -$170K ﹤0.01% 1361
2026
Q1 		$620K Buy
6,839
+3,321
+94% +$301K ﹤0.01% 1271
2025
Q4 		$332K Sell
3,518
-527
-13% -$49.1K ﹤0.01% 1373
2025
Q3 		$366K Sell
4,045
-2,884
-42% -$267K ﹤0.01% 1324
2025
Q2 		$600K Sell
6,929
-6,983
-50% -$575K ﹤0.01% 1202
2025
Q1 		$1.16M Sell
13,912
-2,882
-17% -$250K 0.01% 897
2024
Q4 		$1.45M Sell
16,794
-672
-4% -$59.3K 0.01% 819
2024
Q3 		$1.4M Buy
17,466
+8,654
+98% +$691K 0.01% 773
2024
Q2 		$665K Sell
8,812
-6,959
-44% -$526K ﹤0.01% 971
2024
Q1 		$1.21M Sell
15,771
-6,618
-30% -$479K 0.01% 828
2023
Q4 		$1.64M Buy
22,389
+7,452
+50% +$485K 0.01% 716
2023
Q3 		$930K Buy
+14,937
New +$933K ﹤0.01% 843
2022
Q2 		– Sell
-3,230
Closed -$239K – 1166
2022
Q1 		$239K Sell
3,230
-5,974
-65% -$463K ﹤0.01% 917
2021
Q4 		$661K Buy
+9,204
New +$636K ﹤0.01% 752
2017
Q2 		– Sell
-28,700
Closed -$1.54M – 911
2017
Q1 		$1.54M Sell
28,700
-2,925
-9% -$159K 0.01% 424
2016
Q4 		$1.66M Buy
+31,625
New +$1.34M 0.01% 398

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PFBC Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Preferred Bank (PFBC) stake by 26% in Q2 2026, selling an estimated $170K and leaving 5,070 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PFBC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.66M in Q4 2016. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 5,070 shares of Preferred Bank worth $539K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 1,769 Preferred Bank shares in Q2 2026, an estimated $170K.
  • Preferred Bank made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1361 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Preferred Bank in Q4 2016 and has held it in 16 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Preferred Bank position peaked at $1.66M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.