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HRT Financial’s Preferred Bank PFBC Stock Holding History

HRT Financial’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 		$2.42M Buy
26,730
+4,199
+19% +$380K 0.01% 1482
2025
Q4 		$2.13M Buy
22,531
+3,324
+17% +$310K 0.01% 1262
2025
Q3 		$1.74M Buy
19,207
+13,886
+261% +$1.29M 0.01% 1220
2025
Q2 		$460K Sell
5,321
-2,857
-35% -$235K ﹤0.01% 1651
2025
Q1 		$684K Buy
8,178
+489
+6% +$42.4K ﹤0.01% 1306
2024
Q4 		$664K Sell
7,689
-7,347
-49% -$649K ﹤0.01% 1300
2024
Q3 		$1.21M Buy
+15,036
New +$1.2M 0.01% 1137
2024
Q1 		– Sell
-21,009
Closed -$1.53M – 2898
2023
Q4 		$1.53M Buy
21,009
+11,892
+130% +$775K 0.01% 776
2023
Q3 		$567K Buy
9,117
+965
+12% +$60.3K 0.01% 1341
2023
Q2 		$448K Sell
8,152
-130
-2% -$6.54K ﹤0.01% 1414
2023
Q1 		$453K Sell
8,282
-2,611
-24% -$176K 0.01% 1451
2022
Q4 		$812K Buy
10,893
+4,013
+58% +$292K 0.01% 1086
2022
Q3 		$448K Buy
+6,880
New +$480K ﹤0.01% 1711
2022
Q1 		– Sell
-11,416
Closed -$819K – 3671
2021
Q4 		$819K Buy
11,416
+5,686
+99% +$393K ﹤0.01% 1292
2021
Q3 		$382K Buy
+5,730
New +$351K ﹤0.01% 2244
2020
Q4 		– Sell
-10,895
Closed -$349K – 2306
2020
Q3 		$349K Buy
+10,895
New +$407K 0.01% 1054

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

HRT Financial's PFBC Position: Q1 2026 in Review

HRT Financial increased its Preferred Bank (PFBC) stake by 19% in Q1 2026, buying an estimated $380K and bringing the position to 26,730 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #1482.

HRT Financial first reported a position in PFBC in Q3 2020 and has held it in 16 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • HRT Financial held 26,730 shares of Preferred Bank worth $2.42M as of Q1 2026.
  • HRT Financial bought 4,199 Preferred Bank shares in Q1 2026, an estimated $380K.
  • Preferred Bank made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1482 holding.
  • HRT Financial first reported a position in Preferred Bank in Q3 2020 and has held it in 16 quarters since.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.