Denali Advisors’s Preferred Bank PFBC Stock Holding History

Denali 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	–	Sell	-8,816	Closed	-$800K	–	335
2026 Q1	$800K	Sell	8,816 -41,784	-83%	-$3.79M	0.09%	206
2025 Q4	$4.78M	Buy	50,600 +16,400	+48%	+$1.53M	0.53%	66
2025 Q3	$3.09M	Buy	+34,200	New	+$3.17M	0.35%	94
2025 Q2	–	Sell	-34,113	Closed	-$2.85M	–	306
2025 Q1	$2.85M	Buy	34,113 +26,313	+337%	+$2.28M	0.32%	97
2024 Q4	$674K	Buy	+7,800	New	+$689K	0.07%	211
2024 Q3	–	Sell	-3,300	Closed	-$249K	–	292
2024 Q2	$249K	Buy	+3,300	New	+$249K	0.07%	162
2023 Q4	–	Sell	-9,900	Closed	-$616K	–	494
2023 Q3	$616K	Sell	9,900 -9,800	-50%	-$612K	0.22%	115
2023 Q2	$1.08M	Buy	19,700 +9,300	+89%	+$468K	0.38%	71
2023 Q1	$570K	Buy	+10,400	New	+$703K	0.24%	105

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

Denali Advisors's PFBC Position: Q2 2026 in Review

Denali Advisors sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 8,816 shares — an estimated $800K sold.

Denali Advisors first reported a position in PFBC in Q1 2023 and held it in 9 quarters. The position peaked at $4.78M in Q4 2025. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Denali Advisors reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
Denali Advisors sold 8,816 Preferred Bank shares in Q2 2026, an estimated $800K.
Denali Advisors first reported a position in Preferred Bank in Q1 2023 and held it in 9 quarters.
Denali Advisors's Preferred Bank position peaked at $4.78M in Q4 2025.
230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.