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Dynamic Technology Lab’s Preferred Bank PFBC Stock Holding History

Dynamic Technology Lab’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
2025
Q4 		– Sell
-10,212
Closed -$923K – 1012
2025
Q3 		$923K Buy
10,212
+7,762
+317% +$720K 0.16% 208
2025
Q2 		$212K Buy
+2,450
New +$202K 0.03% 786
2021
Q1 		– Sell
-9,812
Closed -$495K – 1421
2020
Q4 		$495K Buy
+9,812
New +$383K 0.08% 451
2018
Q1 		– Sell
-15,512
Closed -$912K – 1278
2017
Q4 		$912K Buy
+15,512
New +$942K 0.16% 160
2016
Q4 		– Sell
-7,440
Closed -$266K – 1095
2016
Q3 		$266K Buy
+7,440
New +$250K 0.07% 583
2016
Q1 		– Sell
-13,049
Closed -$431K – 1117
2015
Q4 		$431K Buy
+13,049
New +$441K 0.13% 285

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Dynamic Technology Lab's PFBC Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 10,212 shares — an estimated $923K sold.

Dynamic Technology Lab first reported a position in PFBC in Q4 2015 and held it in 6 quarters. The position peaked at $923K in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Dynamic Technology Lab reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 10,212 Preferred Bank shares in Q4 2025, an estimated $923K.
  • Dynamic Technology Lab first reported a position in Preferred Bank in Q4 2015 and held it in 6 quarters.
  • Dynamic Technology Lab's Preferred Bank position peaked at $923K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.