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Guggenheim Capital’s Preferred Bank PFBC Stock Holding History

Guggenheim 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
Q2 		$280K Buy
+2,639
New +$253K ﹤0.01% 1538
2026
Q1 		– Sell
-4,623
Closed -$437K – 1749
2025
Q4 		$437K Buy
+4,623
New +$431K ﹤0.01% 1346
2024
Q4 		– Sell
-8,052
Closed -$646K – 1864
2024
Q3 		$646K Sell
8,052
-7,004
-47% -$560K ﹤0.01% 1295
2024
Q2 		$1.14M Buy
15,056
+3,302
+28% +$250K 0.01% 1058
2024
Q1 		$902K Buy
11,754
+7,213
+159% +$522K 0.01% 1231
2023
Q4 		$332K Sell
4,541
-11,244
-71% -$732K ﹤0.01% 1624
2023
Q3 		$983K Sell
15,785
-4,476
-22% -$279K 0.01% 1123
2023
Q2 		$1.11M Buy
20,261
+9,018
+80% +$454K 0.01% 1116
2023
Q1 		$616K Sell
11,243
-6,616
-37% -$447K 0.01% 1400
2022
Q4 		$1.33M Sell
17,859
-917
-5% -$66.8K 0.01% 1027
2022
Q3 		$1.23M Sell
18,776
-5,521
-23% -$385K 0.01% 1048
2022
Q2 		$1.65M Buy
24,297
+3,963
+19% +$271K 0.01% 975
2022
Q1 		$1.51M Sell
20,334
-3,863
-16% -$299K 0.01% 1161
2021
Q4 		$1.74M Buy
+24,197
New +$1.67M 0.01% 1122
2020
Q1 		– Sell
-18,870
Closed -$1.13M – 1965
2019
Q4 		$1.13M Buy
18,870
+2,800
+17% +$154K 0.01% 1281
2019
Q3 		$842K Buy
16,070
+6,304
+65% +$321K 0.01% 1394
2019
Q2 		$461K Buy
9,766
+1
+0% +$47 ﹤0.01% 1690
2019
Q1 		$439K Buy
+9,765
New +$465K ﹤0.01% 1746
2018
Q4 		– Sell
-9,420
Closed -$551K – 2324
2018
Q3 		$551K Buy
+9,420
New +$590K ﹤0.01% 1923
2018
Q2 		– Sell
-18,229
Closed -$1.17M – 2539
2018
Q1 		$1.17M Buy
+18,229
New +$1.16M ﹤0.01% 1991
2015
Q4 		– Sell
-48,572
Closed -$1.53M – 3063
2015
Q3 		$1.53M Buy
+48,572
New +$1.49M ﹤0.01% 1793
2014
Q2 		– Sell
-7,932
Closed -$206K – 3277
2014
Q1 		$206K Buy
+7,932
New +$180K ﹤0.01% 2878

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Guggenheim Capital's PFBC Position: Q2 2026 in Review

Guggenheim Capital opened a new position in Preferred Bank (PFBC) in Q2 2026: 2,639 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in PFBC as recently as Q4 2025.

Guggenheim Capital first reported a position in PFBC in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.74M in Q4 2021. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Guggenheim Capital held 2,639 shares of Preferred Bank worth $280K as of Q2 2026.
  • Preferred Bank was a new Guggenheim Capital position in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1538 holding.
  • Guggenheim Capital first reported a position in Preferred Bank in Q1 2014 and has held it in 22 quarters since.
  • Guggenheim Capital's Preferred Bank position peaked at $1.74M in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.