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Hantz Financial Services’s Preferred Bank PFBC Stock Holding History

Hantz Financial Services’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 		$11K Sell
124
-14
-10% -$1.27K ﹤0.01% 2026
2025
Q4 		$13K Sell
138
-16
-10% -$1.49K ﹤0.01% 1930
2025
Q3 		$14K Buy
154
+84
+120% +$7.79K ﹤0.01% 1712
2025
Q2 		$6K Buy
+70
New +$5.77K ﹤0.01% 1699

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

Hantz Financial Services's PFBC Position: Q1 2026 in Review

Hantz Financial Services reduced its Preferred Bank (PFBC) stake by 10% in Q1 2026, selling an estimated $1.27K and leaving 124 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Hantz Financial Services first reported a position in PFBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $14K in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Hantz Financial Services held 124 shares of Preferred Bank worth $11K as of Q1 2026.
  • Hantz Financial Services sold 14 Preferred Bank shares in Q1 2026, an estimated $1.27K.
  • Preferred Bank made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2026 holding.
  • Hantz Financial Services first reported a position in Preferred Bank in Q2 2025 and has held it in 4 quarters since.
  • Hantz Financial Services's Preferred Bank position peaked at $14K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.