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
2025 Q3	–	Sell	-3,000	Closed	-$260K	–	13532
2025 Q2	$260K	Sell	3,000 -7,000	-70%	-$577K	﹤0.01%	10661
2025 Q1	$837K	Buy	+10,000	New	+$867K	﹤0.01%	7706
2024 Q4	–	Sell	-3,000	Closed	-$241K	–	12963
2024 Q3	$241K	Buy	+3,000	New	+$240K	﹤0.01%	10095
2023 Q3	–	Sell	-5,000	Closed	-$275K	–	12722
2023 Q2	$275K	Buy	+5,000	New	+$252K	﹤0.01%	9620
2021 Q2	–	Sell	-3,900	Closed	-$248K	–	13077
2021 Q1	$248K	Sell	3,900 -5,400	-58%	-$305K	﹤0.01%	10999
2020 Q4	$469K	Sell	9,300 -16,500	-64%	-$644K	﹤0.01%	8425
2020 Q3	$829K	Buy	25,800 +9,900	+62%	+$370K	﹤0.01%	6576
2020 Q2	$681K	Buy	+15,900	New	+$585K	﹤0.01%	6713
2018 Q3	–	Sell	-5,500	Closed	-$338K	–	9976
2018 Q2	$338K	Buy	+5,500	New	+$355K	﹤0.01%	7605
2017 Q3	–	Sell	-4,800	Closed	-$257K	–	9421
2017 Q2	$257K	Buy	4,800 +800	+20%	+$41.2K	﹤0.01%	7848
2017 Q1	$215K	Buy	+4,000	New	+$217K	﹤0.01%	7896

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.