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Globeflex Capital’s Preferred Bank PFBC Stock Holding History

Globeflex Capital’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 		$751K Hold
8,280
– – 0.11% 188
2025
Q4 		$782K Hold
8,280
– – 0.12% 185
2025
Q3 		$748K Hold
8,280
– – 0.12% 206
2025
Q2 		$717K Hold
8,280
– – 0.06% 225
2025
Q1 		$693K Buy
8,280
+7,123
+616% +$617K 0.06% 220
2024
Q4 		$99.9K Hold
1,157
– – 0.01% 386
2024
Q3 		$92.8K Hold
1,157
– – 0.01% 392
2024
Q2 		$87.3K Sell
1,157
-340
-23% -$25.7K 0.01% 394
2024
Q1 		$115K Sell
1,497
-407
-21% -$29.4K 0.01% 388
2023
Q4 		$139K Hold
1,904
– – 0.01% 358
2023
Q3 		$119K Buy
1,904
+387
+26% +$24.2K 0.01% 365
2023
Q2 		$83.4K Sell
1,517
-183
-11% -$9.21K 0.01% 403
2023
Q1 		$93.2K Hold
1,700
– – 0.01% 403
2022
Q4 		$127K Buy
+1,700
New +$124K 0.02% 373
2014
Q3 		– Sell
-126
Closed -$2K – 638
2014
Q2 		$2K Sell
126
-33
-21% -$766 ﹤0.01% 458
2014
Q1 		$4K Hold
159
– – ﹤0.01% 383
2013
Q4 		$3K Buy
+159
New +$3.13K ﹤0.01% 413

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

Globeflex Capital's PFBC Position: Q1 2026 in Review

Globeflex Capital held its Preferred Bank (PFBC) position steady in Q1 2026 at 8,280 shares worth $751K. The position accounts for 0.11% of the portfolio, ranked #188.

Globeflex Capital first reported a position in PFBC in Q4 2013 and has held it in 17 quarters since. The position peaked at $782K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Globeflex Capital held 8,280 shares of Preferred Bank worth $751K as of Q1 2026.
  • Globeflex Capital left its Preferred Bank share count unchanged in Q1 2026.
  • Preferred Bank made up 0.11% of Globeflex Capital's portfolio in Q1 2026, its #188 holding.
  • Globeflex Capital first reported a position in Preferred Bank in Q4 2013 and has held it in 17 quarters since.
  • Globeflex Capital's Preferred Bank position peaked at $782K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.