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 Q2	$1.49K	Hold	14	–	–	﹤0.01%	1143
2026 Q1	$1.27K	Buy	+14	New	+$1.27K	﹤0.01%	1142

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 $3.38T AUM 44.17% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Kilter Group's PFBC Position: Q2 2026 in Review

Kilter Group held its Preferred Bank (PFBC) position steady in Q2 2026 at 14 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Kilter Group first reported a position in PFBC in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Kilter Group held 14 shares of Preferred Bank worth $1.49K as of Q2 2026.
Kilter Group left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1143 holding.
Kilter Group first reported a position in Preferred Bank in Q1 2026 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.