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Jefferies Financial Group’s Preferred Bank PFBC Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-16,285
Closed -$1.41M – 1912
2024
Q4 		$1.41M Buy
+16,285
New +$1.44M 0.01% 785

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jefferies Financial Group's PFBC Position: Q1 2025 in Review

Jefferies Financial Group sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 16,285 shares — an estimated $1.41M sold.

Jefferies Financial Group first reported a position in PFBC in Q4 2024 and held it in 1 quarter. The position peaked at $1.41M in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Jefferies Financial Group reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 16,285 Preferred Bank shares in Q1 2025, an estimated $1.41M.
  • Jefferies Financial Group first reported a position in Preferred Bank in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Preferred Bank position peaked at $1.41M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.