Los Angeles Capital Management’s Preferred Bank PFBC Stock Holding History

Los Angeles Capital Management’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	$150K	Sell	1,656 -694	-30%	-$62.9K	﹤0.01%	1222
2025 Q4	$213K	Sell	2,350 -5,103	-68%	-$476K	﹤0.01%	1225
2025 Q3	$674K	Buy	7,453 +2,730	+58%	+$253K	﹤0.01%	825
2025 Q2	$409K	Sell	4,723 -3,460	-42%	-$285K	﹤0.01%	935
2025 Q1	$685K	Hold	8,183	–	–	﹤0.01%	665
2024 Q4	$707K	Hold	8,183	–	–	﹤0.01%	721
2024 Q3	$657K	Buy	8,183 +2,600	+47%	+$208K	﹤0.01%	787
2024 Q2	$421K	Hold	5,583	–	–	﹤0.01%	908
2024 Q1	$429K	Sell	5,583 -4,300	-44%	-$311K	﹤0.01%	919
2023 Q4	$722K	Sell	9,883 -1,463	-13%	-$95.3K	﹤0.01%	780
2023 Q3	$706K	Buy	+11,346	New	+$708K	﹤0.01%	746
2021 Q2	–	Sell	-7,191	Closed	-$458K	–	1643
2021 Q1	$458K	Hold	7,191	–	–	﹤0.01%	1253
2020 Q4	$363K	Hold	7,191	–	–	﹤0.01%	1315
2020 Q3	$231K	Hold	7,191	–	–	﹤0.01%	1355
2020 Q2	$308K	Sell	7,191 -5,440	-43%	-$200K	﹤0.01%	1283
2020 Q1	$427K	Hold	12,631	–	–	﹤0.01%	955
2019 Q4	$759K	Buy	12,631 +310	+3%	+$17K	﹤0.01%	909
2019 Q3	$645K	Hold	12,321	–	–	﹤0.01%	919
2019 Q2	$582K	Buy	12,321 +2,751	+29%	+$129K	﹤0.01%	999
2019 Q1	$430K	Buy	+9,570	New	+$456K	﹤0.01%	1128
2018 Q3	–	Sell	-4,780	Closed	-$294K	–	1460
2018 Q2	$294K	Hold	4,780	–	–	﹤0.01%	1287
2018 Q1	$307K	Buy	4,780 +125	+3%	+$7.97K	﹤0.01%	1175
2017 Q4	$274K	Buy	+4,655	New	+$283K	﹤0.01%	1196

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

Los Angeles Capital Management's PFBC Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Preferred Bank (PFBC) stake by 30% in Q1 2026, selling an estimated $62.9K and leaving 1,656 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Los Angeles Capital Management first reported a position in PFBC in Q4 2017 and has held it in 23 quarters since. The position peaked at $759K in Q4 2019. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Los Angeles Capital Management held 1,656 shares of Preferred Bank worth $150K as of Q1 2026.
Los Angeles Capital Management sold 694 Preferred Bank shares in Q1 2026, an estimated $62.9K.
Preferred Bank made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1222 holding.
Los Angeles Capital Management first reported a position in Preferred Bank in Q4 2017 and has held it in 23 quarters since.
Los Angeles Capital Management's Preferred Bank position peaked at $759K in Q4 2019.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.