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 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 $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

Denali Advisors's PFBC Position: Q1 2026 in Review

Denali Advisors reduced its Preferred Bank (PFBC) stake by 83% in Q1 2026, selling an estimated $3.79M and leaving 8,816 shares worth $800K. The position accounts for 0.09% of the portfolio, ranked #206.

Denali Advisors first reported a position in PFBC in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.78M in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Denali Advisors held 8,816 shares of Preferred Bank worth $800K as of Q1 2026.
Denali Advisors sold 41,784 Preferred Bank shares in Q1 2026, an estimated $3.79M.
Preferred Bank made up 0.09% of Denali Advisors's portfolio in Q1 2026, its #206 holding.
Denali Advisors first reported a position in Preferred Bank in Q1 2023 and has held it in 9 quarters since.
Denali Advisors's Preferred Bank position peaked at $4.78M in Q4 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.