De Lisle Partners’s Preferred Bank PFBC Stock Holding History

De Lisle Partners’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	$5.09M	Buy	56,179 +1,500	+3%	+$136K	0.61%	52
2025 Q4	$5.16M	Hold	54,679	–	–	0.66%	49
2025 Q3	$4.93M	Hold	54,679	–	–	0.61%	43
2025 Q2	$4.73M	Buy	54,679 +1,500	+3%	+$124K	0.67%	41
2025 Q1	$4.45M	Hold	53,179	–	–	0.74%	37
2024 Q4	$4.59M	Buy	53,179 +12,145	+30%	+$1.07M	0.67%	41
2024 Q3	$3.29M	Buy	41,034 +14,000	+52%	+$1.12M	0.53%	54
2024 Q2	$2.04M	Hold	27,034	–	–	0.45%	67
2024 Q1	$2.07M	Buy	+27,034	New	+$1.95M	0.48%	60

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

De Lisle Partners's PFBC Position: Q1 2026 in Review

De Lisle Partners increased its Preferred Bank (PFBC) stake by 2.7% in Q1 2026, buying an estimated $136K and bringing the position to 56,179 shares worth $5.09M. The position accounts for 0.61% of the portfolio, ranked #52.

De Lisle Partners first reported a position in PFBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.16M in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

De Lisle Partners held 56,179 shares of Preferred Bank worth $5.09M as of Q1 2026.
De Lisle Partners bought 1,500 Preferred Bank shares in Q1 2026, an estimated $136K.
Preferred Bank made up 0.61% of De Lisle Partners's portfolio in Q1 2026, its #52 holding.
De Lisle Partners first reported a position in Preferred Bank in Q1 2024 and has held it in 9 quarters since.
De Lisle Partners's Preferred Bank position peaked at $5.16M in Q4 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.