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Dana Investment Advisors’s Preferred Bank PFBC Stock Holding History

Dana Investment 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
Q1 		$7.2M Sell
79,421
-1,252
-2% -$113K 0.21% 121
2025
Q4 		$7.62M Sell
80,673
-188
-0.2% -$17.5K 0.22% 104
2025
Q3 		$7.31M Sell
80,861
-350
-0.4% -$32.4K 0.21% 111
2025
Q2 		$7.03M Sell
81,211
-1,640
-2% -$135K 0.23% 111
2025
Q1 		$6.93M Sell
82,851
-2,270
-3% -$197K 0.25% 102
2024
Q4 		$7.35M Sell
85,121
-4,237
-5% -$374K 0.24% 106
2024
Q3 		$7.17M Sell
89,358
-9,233
-9% -$738K 0.24% 115
2024
Q2 		$7.44M Buy
98,591
+6,809
+7% +$515K 0.25% 110
2024
Q1 		$7.05M Buy
91,782
+82,404
+879% +$5.96M 0.23% 124
2023
Q4 		$685K Sell
9,378
-922
-9% -$60K 0.03% 294
2023
Q3 		$641K Sell
10,300
-3,092
-23% -$193K 0.03% 283
2023
Q2 		$736K Buy
13,392
+1,205
+10% +$60.6K 0.04% 268
2023
Q1 		$668K Sell
12,187
-764
-6% -$51.6K 0.03% 284
2022
Q4 		$966K Buy
12,951
+104
+0.8% +$7.58K 0.05% 229
2022
Q3 		$838K Sell
12,847
-494
-4% -$34.5K 0.05% 237
2022
Q2 		$907K Sell
13,341
-402
-3% -$27.5K 0.05% 239
2022
Q1 		$1.02M Buy
+13,743
New +$1.06M 0.05% 212

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

Dana Investment Advisors's PFBC Position: Q1 2026 in Review

Dana Investment Advisors reduced its Preferred Bank (PFBC) stake by 1.6% in Q1 2026, selling an estimated $113K and leaving 79,421 shares worth $7.2M. The position accounts for 0.21% of the portfolio, ranked #121.

Dana Investment Advisors first reported a position in PFBC in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.62M in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Dana Investment Advisors held 79,421 shares of Preferred Bank worth $7.2M as of Q1 2026.
  • Dana Investment Advisors sold 1,252 Preferred Bank shares in Q1 2026, an estimated $113K.
  • Preferred Bank made up 0.21% of Dana Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • Dana Investment Advisors first reported a position in Preferred Bank in Q1 2022 and has held it in 17 quarters since.
  • Dana Investment Advisors's Preferred Bank position peaked at $7.62M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.