Ken Fisher
PFBC icon

Ken Fisher’s Preferred Bank PFBC Stock Holding History

Ken Fisher’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 		$1.68M Buy
18,545
+3,728
+25% +$338K ﹤0.01% 596
2025
Q4 		$1.4M Sell
14,817
-997
-6% -$92.9K ﹤0.01% 623
2025
Q3 		$1.43M Buy
15,814
+2,235
+16% +$207K ﹤0.01% 635
2025
Q2 		$1.18M Buy
13,579
+3,825
+39% +$315K ﹤0.01% 675
2025
Q1 		$816K Sell
9,754
-2
-0% -$173 ﹤0.01% 715
2024
Q4 		$843K Buy
+9,756
New +$861K ﹤0.01% 683

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Ken Fisher's PFBC Position: Q1 2026 in Review

Ken Fisher increased its Preferred Bank (PFBC) stake by 25% in Q1 2026, buying an estimated $338K and bringing the position to 18,545 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Ken Fisher first reported a position in PFBC in Q4 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Ken Fisher held 18,545 shares of Preferred Bank worth $1.68M as of Q1 2026.
  • Ken Fisher bought 3,728 Preferred Bank shares in Q1 2026, an estimated $338K.
  • Preferred Bank made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #596 holding.
  • Ken Fisher first reported a position in Preferred Bank in Q4 2024 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.