Franklin Resources
PFBC icon

Franklin Resources’s Preferred Bank PFBC Stock Holding History

Franklin Resources’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 		$4.84M Buy
53,390
+22,447
+73% +$2.03M ﹤0.01% 1533
2025
Q4 		$2.92M Buy
30,943
+941
+3% +$87.7K ﹤0.01% 1637
2025
Q3 		$2.71M Buy
30,002
+1,585
+6% +$147K ﹤0.01% 1671
2025
Q2 		$2.46M Buy
28,417
+336
+1% +$27.7K ﹤0.01% 1644
2025
Q1 		$2.35M Sell
28,081
-505
-2% -$43.8K ﹤0.01% 1627
2024
Q4 		$2.47M Sell
28,586
-298
-1% -$26.3K ﹤0.01% 1659
2024
Q3 		$2.38M Sell
28,884
-74
-0.3% -$5.91K ﹤0.01% 1682
2024
Q2 		$2.19M Buy
28,958
+3,914
+16% +$296K ﹤0.01% 1662
2024
Q1 		$1.92M Buy
25,044
+11,128
+80% +$805K ﹤0.01% 1734
2023
Q4 		$1.02M Sell
13,916
-2,819
-17% -$184K ﹤0.01% 1637
2023
Q3 		$1.04M Sell
16,735
-2,773
-14% -$173K ﹤0.01% 1609
2023
Q2 		$1.07M Buy
+19,508
New +$981K ﹤0.01% 1620

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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VCM
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Charles Schwab
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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