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 Q2	$11.2M	Buy	105,736 +26,315	+33%	+$2.53M	0.29%	74
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dana Investment Advisors's PFBC Position: Q2 2026 in Review

Dana Investment Advisors increased its Preferred Bank (PFBC) stake by 33% in Q2 2026, buying an estimated $2.53M and bringing the position to 105,736 shares worth $11.2M. The position accounts for 0.29% of the portfolio, ranked #74.

Dana Investment Advisors first reported a position in PFBC in Q1 2022 and has held it in 18 quarters since. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Dana Investment Advisors held 105,736 shares of Preferred Bank worth $11.2M as of Q2 2026.
Dana Investment Advisors bought 26,315 Preferred Bank shares in Q2 2026, an estimated $2.53M.
Preferred Bank made up 0.29% of Dana Investment Advisors's portfolio in Q2 2026, its #74 holding.
Dana Investment Advisors first reported a position in Preferred Bank in Q1 2022 and has held it in 18 quarters since.
230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.