Jackson Creek Investment Advisors’s Preferred Bank PFBC Stock Holding History

Jackson Creek Investment 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	–	Sell	-18,574	Closed	-$1.75M	–	359
2025 Q4	$1.75M	Buy	+18,574	New	+$1.73M	0.52%	70
2024 Q3	–	Sell	-15,963	Closed	-$1.21M	–	344
2024 Q2	$1.21M	Sell	15,963 -28	-0.2%	-$2.12K	0.44%	60
2024 Q1	$1.23M	Sell	15,991 -32	-0.2%	-$2.31K	0.44%	61
2023 Q4	$1.17M	Sell	16,023 -4	-0%	-$261	0.45%	52
2023 Q3	$998K	Buy	+16,027	New	+$1M	0.42%	72
2023 Q2	–	Sell	-11,836	Closed	-$649K	–	351
2023 Q1	$649K	Sell	11,836 -6	-0.1%	-$406	0.27%	203
2022 Q4	$884K	Buy	+11,842	New	+$863K	0.39%	111

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 $3.37T AUM 44.26% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Jackson Creek Investment Advisors's PFBC Position: Q1 2026 in Review

Jackson Creek Investment Advisors sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 18,574 shares — an estimated $1.75M sold.

Jackson Creek Investment Advisors first reported a position in PFBC in Q4 2022 and held it in 7 quarters. The position peaked at $1.75M in Q4 2025. 207 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Jackson Creek Investment Advisors reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
Jackson Creek Investment Advisors sold 18,574 Preferred Bank shares in Q1 2026, an estimated $1.75M.
Jackson Creek Investment Advisors first reported a position in Preferred Bank in Q4 2022 and held it in 7 quarters.
Jackson Creek Investment Advisors's Preferred Bank position peaked at $1.75M in Q4 2025.
207 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.