INTECH Investment Management’s Preferred Bank PFBC Stock Holding History

INTECH Investment Management’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	$269K	Sell	2,970 -2,100	-41%	-$190K	﹤0.01%	1612
2025 Q4	$479K	Sell	5,070 -5,353	-51%	-$499K	﹤0.01%	1532
2025 Q3	$942K	Buy	10,423 +4,833	+86%	+$448K	0.01%	1201
2025 Q2	$484K	Sell	5,590 -2,947	-35%	-$243K	﹤0.01%	1620
2025 Q1	$714K	Buy	8,537 +1,925	+29%	+$167K	0.01%	1406
2024 Q4	$571K	Buy	6,612 +2,669	+68%	+$236K	0.01%	1478
2024 Q3	$316K	Sell	3,943 -1,536	-28%	-$123K	﹤0.01%	1490
2024 Q2	$414K	Buy	+5,479	New	+$414K	0.01%	871

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

INTECH Investment Management's PFBC Position: Q1 2026 in Review

INTECH Investment Management reduced its Preferred Bank (PFBC) stake by 41% in Q1 2026, selling an estimated $190K and leaving 2,970 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

INTECH Investment Management first reported a position in PFBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $942K in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

INTECH Investment Management held 2,970 shares of Preferred Bank worth $269K as of Q1 2026.
INTECH Investment Management sold 2,100 Preferred Bank shares in Q1 2026, an estimated $190K.
Preferred Bank made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1612 holding.
INTECH Investment Management first reported a position in Preferred Bank in Q2 2024 and has held it in 8 quarters since.
INTECH Investment Management's Preferred Bank position peaked at $942K in Q3 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.