Lindbrook Capital’s Preferred Bank PFBC Stock Holding History

Lindbrook Capital’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 Q1	$1.51K	Hold	18	–	–	﹤0.01%	2363
2024 Q4	$1.55K	Sell	18 -1	-5%	-$88	﹤0.01%	2375
2024 Q3	$1.52K	Hold	19	–	–	﹤0.01%	2412
2024 Q2	$1.43K	Hold	19	–	–	﹤0.01%	2431
2024 Q1	$1.46K	Hold	19	–	–	﹤0.01%	2339
2023 Q4	$1.39K	Sell	19 -1	-5%	-$65	﹤0.01%	2386
2023 Q3	$1.25K	Hold	20	–	–	﹤0.01%	2288
2023 Q2	$1.1K	Hold	20	–	–	﹤0.01%	2351
2023 Q1	$1.1K	Hold	20	–	–	﹤0.01%	2435
2022 Q4	$1.49K	Hold	20	–	–	﹤0.01%	2356
2022 Q3	$1K	Sell	20 -1	-5%	-$70	﹤0.01%	2449
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	2325
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	2050
2021 Q4	$2K	Sell	21 -9	-30%	-$622	﹤0.01%	1810
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1587
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1627
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1585
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1489
2020 Q3	$1K	Sell	30 -29	-49%	-$1.08K	﹤0.01%	1617
2020 Q2	$3K	Hold	59	–	–	﹤0.01%	1285
2020 Q1	$2K	Buy	+59	New	+$3.09K	﹤0.01%	1325

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

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

Lindbrook Capital's PFBC Position: Q1 2025 in Review

Lindbrook Capital held its Preferred Bank (PFBC) position steady in Q1 2025 at 18 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Lindbrook Capital first reported a position in PFBC in Q1 2020 and has held it in 21 quarters since. The position peaked at $3K in Q2 2020. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

Lindbrook Capital held 18 shares of Preferred Bank worth $1.51K as of Q1 2025.
Lindbrook Capital left its Preferred Bank share count unchanged in Q1 2025.
Preferred Bank made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2363 holding.
Lindbrook Capital first reported a position in Preferred Bank in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's Preferred Bank position peaked at $3K in Q2 2020.
221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.