IA
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IFP Advisors’s Preferred Bank PFBC Stock Holding History

IFP 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 		$10.3K Buy
114
+80
+235% +$7.25K ﹤0.01% 3136
2025
Q4 		$3.21K Buy
34
+32
+1,600% +$2.98K ﹤0.01% 3644
2025
Q3 		$181 Buy
+2
New +$185 ﹤0.01% 4414
2025
Q2 		– Hold
0
– – – 2885
2025
Q1 		– Sell
-3
Closed -$259 – 4601
2024
Q4 		$259 Buy
3
+1
+50% +$88 ﹤0.01% 3619
2024
Q3 		$137 Sell
2
-271
-99% -$21.6K ﹤0.01% 3222
2024
Q2 		$20.6K Sell
273
-20
-7% -$1.51K ﹤0.01% 2069
2024
Q1 		$22.4K Buy
293
+6
+2% +$434 ﹤0.01% 1916
2023
Q4 		$21K Buy
287
+161
+128% +$10.5K ﹤0.01% 1888
2023
Q3 		$7.84K Buy
+126
New +$7.87K ﹤0.01% 2348

Other funds holding PFBC

BlackRock
BlackRock New York $5.7T 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