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Gilpin Wealth Management’s Preferred Bank PFBC Stock Holding History

Gilpin Wealth Management’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
-1
Closed -$95 – 1057
2025
Q4 		$95 Buy
+1
New +$93 ﹤0.01% 845

Other funds holding PFBC

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gilpin Wealth Management's PFBC Position: Q1 2026 in Review

Gilpin Wealth Management sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 1 share — an estimated $95 sold.

Gilpin Wealth Management first reported a position in PFBC in Q4 2025 and held it in 1 quarter. The position peaked at $95 in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Gilpin Wealth Management reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 1 Preferred Bank share in Q1 2026, an estimated $95.
  • Gilpin Wealth Management first reported a position in Preferred Bank in Q4 2025 and held it in 1 quarter.
  • Gilpin Wealth Management's Preferred Bank position peaked at $95 in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.