JFGIW
PFBC icon

Johnson Financial Group Inc (Wisconsin)’s Preferred Bank PFBC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-774
Closed -$70K – 1057
2025
Q3 		$70K Buy
+774
New +$71.8K ﹤0.01% 533

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PFBC Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 774 shares — an estimated $70K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PFBC in Q3 2025 and held it in 1 quarter. The position peaked at $70K in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 774 Preferred Bank shares in Q4 2025, an estimated $70K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Preferred Bank in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Preferred Bank position peaked at $70K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.