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CSM Advisors’s Preferred Bank PFBC Stock Holding History

CSM 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
2026
Q2 		$5.9M Buy
+55,500
New +$5.33M 0.13% 201

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

CSM Advisors's PFBC Position: Q2 2026 in Review

CSM Advisors opened a new position in Preferred Bank (PFBC) in Q2 2026: 55,500 shares worth $5.9M. The stake represents 0.13% of the portfolio and ranks #201 among its holdings.

229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • CSM Advisors held 55,500 shares of Preferred Bank worth $5.9M as of Q2 2026.
  • Preferred Bank was a new CSM Advisors position in Q2 2026.
  • Preferred Bank made up 0.13% of CSM Advisors's portfolio in Q2 2026, its #201 holding.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.