EGM
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Engineers Gate Manager’s Preferred Bank PFBC Stock Holding History

Engineers Gate Manager’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
-3,880
Closed -$366K – 2469
2025
Q4 		$366K Sell
3,880
-7,331
-65% -$683K ﹤0.01% 1524
2025
Q3 		$1.01M Buy
11,211
+4,267
+61% +$396K 0.01% 1141
2025
Q2 		$601K Sell
6,944
-8,315
-54% -$685K 0.01% 1396
2025
Q1 		$1.28M Sell
15,259
-277
-2% -$24K 0.02% 928
2024
Q4 		$1.34M Buy
15,536
+1,380
+10% +$122K 0.02% 831
2024
Q3 		$1.14M Buy
14,156
+6,646
+88% +$531K 0.02% 912
2024
Q2 		$567K Sell
7,510
-3,793
-34% -$287K 0.01% 1168
2024
Q1 		$868K Sell
11,303
-12,600
-53% -$911K 0.02% 914
2023
Q4 		$1.75M Buy
23,903
+5,227
+28% +$340K 0.05% 526
2023
Q3 		$1.16M Sell
18,676
-6,335
-25% -$396K 0.04% 631
2023
Q2 		$1.38M Buy
25,011
+4,241
+20% +$213K 0.05% 521
2023
Q1 		$1.14M Buy
20,770
+14,261
+219% +$964K 0.05% 555
2022
Q4 		$486K Buy
+6,509
New +$474K 0.03% 913
2022
Q3 		– Sell
-4,908
Closed -$334K – 1979
2022
Q2 		$334K Buy
4,908
+516
+12% +$35.3K 0.01% 1343
2022
Q1 		$325K Sell
4,392
-2,173
-33% -$168K 0.01% 1339
2021
Q4 		$471K Buy
6,565
+2,876
+78% +$199K 0.02% 1099
2021
Q3 		$246K Sell
3,689
-3,519
-49% -$216K 0.01% 1318
2021
Q2 		$456K Sell
7,208
-3,243
-31% -$216K 0.03% 880
2021
Q1 		$666K Sell
10,451
-1,275
-11% -$72.1K 0.03% 817
2020
Q4 		$592K Buy
11,726
+4,280
+57% +$167K 0.03% 883
2020
Q3 		$239K Sell
7,446
-2,133
-22% -$79.7K 0.01% 1360
2020
Q2 		$410K Buy
+9,579
New +$352K 0.02% 1060
2019
Q3 		– Sell
-6,121
Closed -$289K – 1551
2019
Q2 		$289K Sell
6,121
-1,872
-23% -$87.9K 0.02% 882
2019
Q1 		$359K Sell
7,993
-2,113
-21% -$101K 0.02% 697
2018
Q4 		$438K Buy
10,106
+2,521
+33% +$129K 0.04% 558
2018
Q3 		$444K Buy
7,585
+2,419
+47% +$152K 0.03% 544
2018
Q2 		$318K Buy
+5,166
New +$334K 0.02% 672

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Engineers Gate Manager's PFBC Position: Q1 2026 in Review

Engineers Gate Manager sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 3,880 shares — an estimated $366K sold.

Engineers Gate Manager first reported a position in PFBC in Q2 2018 and held it in 27 quarters. The position peaked at $1.75M in Q4 2023. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Engineers Gate Manager reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 3,880 Preferred Bank shares in Q1 2026, an estimated $366K.
  • Engineers Gate Manager first reported a position in Preferred Bank in Q2 2018 and held it in 27 quarters.
  • Engineers Gate Manager's Preferred Bank position peaked at $1.75M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.