DCM
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DGS Capital Management’s Preferred Bank PFBC Stock Holding History

DGS Capital Management’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 		– Sell
-2,624
Closed -$248K – 687
2025
Q4 		$248K Buy
+2,624
New +$245K 0.04% 386

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

DGS Capital Management's PFBC Position: Q1 2026 in Review

DGS Capital Management sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 2,624 shares — an estimated $248K sold.

DGS Capital Management first reported a position in PFBC in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • DGS Capital Management reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • DGS Capital Management sold 2,624 Preferred Bank shares in Q1 2026, an estimated $248K.
  • DGS Capital Management first reported a position in Preferred Bank in Q4 2025 and held it in 1 quarter.
  • DGS Capital Management's Preferred Bank position peaked at $248K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.