DZ Bank’s Preferred Bank PFBC Stock Holding History

DZ Bank’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 Q2	–	Sell	-2,425	Closed	-$203K	–	1025
2025 Q1	$203K	Buy	2,425 +1,075	+80%	+$93.2K	﹤0.01%	849
2024 Q4	$117K	Buy	+1,350	New	+$119K	﹤0.01%	857

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DZ Bank's PFBC Position: Q2 2025 in Review

DZ Bank sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 2,425 shares — an estimated $203K sold.

DZ Bank first reported a position in PFBC in Q4 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

DZ Bank reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
DZ Bank sold 2,425 Preferred Bank shares in Q2 2025, an estimated $203K.
DZ Bank first reported a position in Preferred Bank in Q4 2024 and held it in 2 quarters.
DZ Bank's Preferred Bank position peaked at $203K in Q1 2025.
209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.