Jeff Yass’s Preferred Bank PFBC Stock Holding History

Jeff Yass’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	$499K	Buy	4,700 +2,300	+96%	+$221K	﹤0.01%	9925
2026 Q1	$218K	Buy	+2,400	New	+$217K	﹤0.01%	11524
2025 Q1	–	Sell	-3,800	Closed	-$328K	–	13215
2024 Q4	$328K	Buy	+3,800	New	+$335K	﹤0.01%	9623
2021 Q4	–	Sell	-9,500	Closed	-$633K	–	13709
2021 Q3	$633K	Buy	+9,500	New	+$582K	﹤0.01%	8779
2021 Q2	–	Sell	-3,600	Closed	-$229K	–	13076
2021 Q1	$229K	Sell	3,600 -5,500	-60%	-$311K	﹤0.01%	11151
2020 Q4	$459K	Sell	9,100 -900	-9%	-$35.1K	﹤0.01%	8476
2020 Q3	$321K	Buy	10,000 +5,200	+108%	+$194K	﹤0.01%	8563
2020 Q2	$206K	Buy	+4,800	New	+$177K	﹤0.01%	8992
2020 Q1	–	Sell	-4,800	Closed	-$288K	–	10720
2019 Q4	$288K	Sell	4,800 -1,000	-17%	-$54.9K	﹤0.01%	8103
2019 Q3	$304K	Buy	+5,800	New	+$295K	﹤0.01%	8275
2018 Q4	–	Sell	-4,400	Closed	-$257K	–	9714
2018 Q3	$257K	Buy	+4,400	New	+$276K	﹤0.01%	7771
2018 Q2	–	Sell	-4,800	Closed	-$308K	–	10184
2018 Q1	$308K	Buy	+4,800	New	+$306K	﹤0.01%	7594
2017 Q3	–	Sell	-15,200	Closed	-$813K	–	9420
2017 Q2	$813K	Buy	15,200 +3,600	+31%	+$186K	﹤0.01%	5699
2017 Q1	$622K	Buy	+11,600	New	+$630K	﹤0.01%	6090

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

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

Jeff Yass's PFBC Position: Q2 2026 in Review

Jeff Yass sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 11,261 shares — an estimated $1.08M sold.

Jeff Yass first reported a position in PFBC in Q4 2014 and held it in 29 quarters. The position peaked at $2.64M in Q2 2017. 228 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Jeff Yass reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 11,261 Preferred Bank shares in Q2 2026, an estimated $1.08M.
Jeff Yass first reported a position in Preferred Bank in Q4 2014 and held it in 29 quarters.
Jeff Yass's Preferred Bank position peaked at $2.64M in Q2 2017.
228 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.