Jump Financial’s Preferred Bank PFBC Stock Holding History

Jump 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	$375K	Sell	4,138 -582	-12%	-$52.7K	0.01%	1380
2025 Q4	$446K	Sell	4,720 -2,625	-36%	-$245K	0.01%	1370
2025 Q3	$664K	Sell	7,345 -6,880	-48%	-$638K	0.01%	1170
2025 Q2	$1.23M	Buy	14,225 +8,505	+149%	+$701K	0.01%	888
2025 Q1	$479K	Sell	5,720 -3,428	-37%	-$297K	0.01%	1096
2024 Q4	$790K	Buy	9,148 +185	+2%	+$16.3K	0.02%	857
2024 Q3	$719K	Buy	+8,963	New	+$716K	0.01%	955
2024 Q2	–	Sell	-3,322	Closed	-$255K	–	2147
2024 Q1	$255K	Buy	+3,322	New	+$240K	0.01%	1530
2023 Q2	–	Sell	-9,600	Closed	-$526K	–	2074
2023 Q1	$526K	Sell	9,600 -979	-9%	-$66.2K	0.02%	876
2022 Q4	$789K	Buy	10,579 +3,679	+53%	+$268K	0.04%	582
2022 Q3	$450K	Sell	6,900 -700	-9%	-$48.8K	0.02%	934
2022 Q2	$517K	Sell	7,600 -800	-10%	-$54.8K	0.02%	844
2022 Q1	$622K	Buy	8,400 +1,780	+27%	+$138K	0.03%	713
2021 Q4	$475K	Buy	+6,620	New	+$458K	0.03%	676

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jump Financial's PFBC Position: Q1 2026 in Review

Jump Financial reduced its Preferred Bank (PFBC) stake by 12% in Q1 2026, selling an estimated $52.7K and leaving 4,138 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1380.

Jump Financial first reported a position in PFBC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Jump Financial held 4,138 shares of Preferred Bank worth $375K as of Q1 2026.
Jump Financial sold 582 Preferred Bank shares in Q1 2026, an estimated $52.7K.
Preferred Bank made up 0.01% of Jump Financial's portfolio in Q1 2026, its #1380 holding.
Jump Financial first reported a position in Preferred Bank in Q4 2021 and has held it in 14 quarters since.
Jump Financial's Preferred Bank position peaked at $1.23M in Q2 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.