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 Q2	$237K	Sell	2,228 -742	-25%	-$71.3K	﹤0.01%	1703
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

INTECH Investment Management's PFBC Position: Q2 2026 in Review

INTECH Investment Management reduced its Preferred Bank (PFBC) stake by 25% in Q2 2026, selling an estimated $71.3K and leaving 2,228 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

INTECH Investment Management first reported a position in PFBC in Q2 2024 and has held it in 9 quarters since. The position peaked at $942K in Q3 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

INTECH Investment Management held 2,228 shares of Preferred Bank worth $237K as of Q2 2026.
INTECH Investment Management sold 742 Preferred Bank shares in Q2 2026, an estimated $71.3K.
Preferred Bank made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1703 holding.
INTECH Investment Management first reported a position in Preferred Bank in Q2 2024 and has held it in 9 quarters since.
INTECH Investment Management's Preferred Bank position peaked at $942K in Q3 2025.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.