JMN Financial’s Preferred Bank PFBC Stock Holding History

JMN Financial’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	-2,607	Closed	-$246K	–	225
2025 Q4	$246K	Buy	+2,607	New	+$243K	0.25%	140

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

JMN Financial's PFBC Position: Q1 2026 in Review

JMN Financial sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 2,607 shares — an estimated $246K sold.

JMN Financial first reported a position in PFBC in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

JMN Financial reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
JMN Financial sold 2,607 Preferred Bank shares in Q1 2026, an estimated $246K.
JMN Financial first reported a position in Preferred Bank in Q4 2025 and held it in 1 quarter.
JMN Financial's Preferred Bank position peaked at $246K in Q4 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on JMN Financial's 13F filing for Q1 2026, filed 15 May 2026.