First Trust Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.09M | Buy |
56,129
+4,991
| +10% | +$452K | ﹤0.01% | 1427 |
|
|
2025
Q4 | $4.83M | Sell |
51,138
-11,056
| -18% | -$1.03M | ﹤0.01% | 1426 |
|
|
2025
Q3 | $5.62M | Sell |
62,194
-5,820
| -9% | -$540K | ﹤0.01% | 1324 |
|
|
2025
Q2 | $5.89M | Sell |
68,014
-1,837
| -3% | -$151K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $5.84M | Sell |
69,851
-10,886
| -13% | -$943K | 0.01% | 1241 |
|
|
2024
Q4 | $6.97M | Sell |
80,737
-2,319
| -3% | -$205K | 0.01% | 1200 |
|
|
2024
Q3 | $6.67M | Buy |
83,056
+11,614
| +16% | +$928K | 0.01% | 1191 |
|
|
2024
Q2 | $5.39M | Buy |
71,442
+62,067
| +662% | +$4.69M | 0.01% | 1237 |
|
|
2024
Q1 | $720K | Sell |
9,375
-152
| -2% | -$11K | ﹤0.01% | 2063 |
|
|
2023
Q4 | $696K | Sell |
9,527
-1,606
| -14% | -$105K | ﹤0.01% | 2069 |
|
|
2023
Q3 | $693K | Buy |
11,133
+801
| +8% | +$50K | ﹤0.01% | 2074 |
|
|
2023
Q2 | $568K | Sell |
10,332
-13,498
| -57% | -$679K | ﹤0.01% | 2110 |
|
|
2023
Q1 | $1.31M | Buy |
23,830
+11,954
| +101% | +$808K | ﹤0.01% | 1880 |
|
|
2022
Q4 | $886K | Buy |
11,876
+6,342
| +115% | +$462K | ﹤0.01% | 1998 |
|
|
2022
Q3 | $361K | Sell |
5,534
-21,145
| -79% | -$1.48M | ﹤0.01% | 2302 |
|
|
2022
Q2 | $1.81M | Sell |
26,679
-1,618
| -6% | -$111K | ﹤0.01% | 1762 |
|
|
2022
Q1 | $2.1M | Sell |
28,297
-816
| -3% | -$63.2K | ﹤0.01% | 1758 |
|
|
2021
Q4 | $2.09M | Buy |
29,113
+3,063
| +12% | +$212K | ﹤0.01% | 1777 |
|
|
2021
Q3 | $1.74M | Buy |
26,050
+18,166
| +230% | +$1.11M | ﹤0.01% | 1824 |
|
|
2021
Q2 | $499K | Buy |
7,884
+595
| +8% | +$39.6K | ﹤0.01% | 2281 |
|
|
2021
Q1 | $464K | Buy |
7,289
+1,382
| +23% | +$78.1K | ﹤0.01% | 2234 |
|
|
2020
Q4 | $298K | Sell |
5,907
-25,907
| -81% | -$1.01M | ﹤0.01% | 2222 |
|
|
2020
Q3 | $1.02M | Buy |
31,814
+6,887
| +28% | +$257K | ﹤0.01% | 1751 |
|
|
2020
Q2 | $1.07M | Buy |
24,927
+17,690
| +244% | +$651K | ﹤0.01% | 1709 |
|
|
2020
Q1 | $245K | Sell |
7,237
-1,126
| -13% | -$58.9K | ﹤0.01% | 2137 |
|
|
2019
Q4 | $503K | Sell |
8,363
-25,360
| -75% | -$1.39M | ﹤0.01% | 2116 |
|
|
2019
Q3 | $1.77M | Buy |
33,723
+22,678
| +205% | +$1.15M | ﹤0.01% | 1605 |
|
|
2019
Q2 | $522K | Sell |
11,045
-2,124
| -16% | -$99.8K | ﹤0.01% | 2099 |
|
|
2019
Q1 | $592K | Sell |
13,169
-2,971
| -18% | -$141K | ﹤0.01% | 2070 |
|
|
2018
Q4 | $700K | Sell |
16,140
-6,030
| -27% | -$308K | ﹤0.01% | 1997 |
|
|
2018
Q3 | $1.3M | Buy |
22,170
+460
| +2% | +$28.8K | ﹤0.01% | 1858 |
|
|
2018
Q2 | $1.33M | Buy |
21,710
+4,278
| +25% | +$276K | ﹤0.01% | 1814 |
|
|
2018
Q1 | $1.12M | Sell |
17,432
-589
| -3% | -$37.6K | ﹤0.01% | 1751 |
|
|
2017
Q4 | $1.06M | Sell |
18,021
-573
| -3% | -$34.8K | ﹤0.01% | 1826 |
|
|
2017
Q3 | $1.12M | Sell |
18,594
-4,234
| -19% | -$233K | ﹤0.01% | 1809 |
|
|
2017
Q2 | $1.22M | Sell |
22,828
-3,369
| -13% | -$174K | ﹤0.01% | 1759 |
|
|
2017
Q1 | $1.41M | Buy |
26,197
+2,250
| +9% | +$122K | ﹤0.01% | 1701 |
|
|
2016
Q4 | $1.25M | Buy |
23,947
+10,821
| +82% | +$458K | ﹤0.01% | 1725 |
|
|
2016
Q3 | $469K | Sell |
13,126
-779
| -6% | -$26.2K | ﹤0.01% | 2019 |
|
|
2016
Q2 | $402K | Buy |
13,905
+608
| +5% | +$18.9K | ﹤0.01% | 2020 |
|
|
2016
Q1 | $402K | Sell |
13,297
-3,420
| -20% | -$103K | ﹤0.01% | 2007 |
|
|
2015
Q4 | $552K | Buy |
16,717
+8,091
| +94% | +$273K | ﹤0.01% | 1946 |
|
|
2015
Q3 | $273K | Buy |
+8,626
| New | +$265K | ﹤0.01% | 2101 |
|
|
2015
Q1 | – | Sell |
-8,893
| Closed | -$248K | – | 2287 |
|
|
2014
Q4 | $248K | Buy |
+8,893
| New | +$226K | ﹤0.01% | 2117 |
|
Other funds holding PFBC
VCM
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First Trust Advisors's PFBC Position: Q1 2026 in Review
First Trust Advisors increased its Preferred Bank (PFBC) stake by 9.8% in Q1 2026, buying an estimated $452K and bringing the position to 56,129 shares worth $5.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.
First Trust Advisors first reported a position in PFBC in Q4 2014 and has held it in 44 quarters since. The position peaked at $6.97M in Q4 2024. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.
- First Trust Advisors held 56,129 shares of Preferred Bank worth $5.09M as of Q1 2026.
- First Trust Advisors bought 4,991 Preferred Bank shares in Q1 2026, an estimated $452K.
- Preferred Bank made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1427 holding.
- First Trust Advisors first reported a position in Preferred Bank in Q4 2014 and has held it in 44 quarters since.
- First Trust Advisors's Preferred Bank position peaked at $6.97M in Q4 2024.
- 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.