GEA
PFBC icon

Glen Eagle Advisors’s Preferred Bank PFBC Stock Holding History

Glen Eagle Advisors’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 		$1.35K Hold
15
– – ﹤0.01% 891
2025
Q4 		$1.39K Hold
15
– – ﹤0.01% 926
2025
Q3 		$1.32K Buy
15
+1
+7% +$93 ﹤0.01% 960
2025
Q2 		$1.25K Hold
14
– – ﹤0.01% 901
2025
Q1 		$1.2K Hold
14
– – ﹤0.01% 908
2024
Q4 		$1.23K Hold
14
– – ﹤0.01% 942
2024
Q3 		$1.13K Hold
14
– – ﹤0.01% 985
2024
Q2 		$1.06K Buy
+14
New +$1.06K ﹤0.01% 995

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

Glen Eagle Advisors's PFBC Position: Q1 2026 in Review

Glen Eagle Advisors held its Preferred Bank (PFBC) position steady in Q1 2026 at 15 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Glen Eagle Advisors first reported a position in PFBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Glen Eagle Advisors held 15 shares of Preferred Bank worth $1.35K as of Q1 2026.
  • Glen Eagle Advisors left its Preferred Bank share count unchanged in Q1 2026.
  • Preferred Bank made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #891 holding.
  • Glen Eagle Advisors first reported a position in Preferred Bank in Q2 2024 and has held it in 8 quarters since.
  • Glen Eagle Advisors's Preferred Bank position peaked at $1.39K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.