KG
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Kilter Group’s Preferred Bank PFBC Stock Holding History

Kilter 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
2026
Q1 		$1.27K Buy
+14
New +$1.27K ﹤0.01% 1142

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

Kilter Group's PFBC Position: Q1 2026 in Review

Kilter Group opened a new position in Preferred Bank (PFBC) in Q1 2026: 14 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Kilter Group held 14 shares of Preferred Bank worth $1.27K as of Q1 2026.
  • Preferred Bank was a new Kilter Group position in Q1 2026.
  • Preferred Bank made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1142 holding.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.