M1FG
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Mach-1 Financial Group’s Preferred Bank PFBC Stock Holding History

Mach-1 Financial 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
2025
Q2 		– Sell
-3,910
Closed -$327K – 281
2025
Q1 		$327K Buy
+3,910
New +$339K 0.1% 172
2023
Q4 		– Sell
-7,632
Closed -$475K – 264
2023
Q3 		$475K Buy
+7,632
New +$477K 0.2% 138
2023
Q1 		– Sell
-7,277
Closed -$543K – 327
2022
Q4 		$543K Buy
+7,277
New +$530K 0.18% 125

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mach-1 Financial Group's PFBC Position: Q2 2025 in Review

Mach-1 Financial Group sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 3,910 shares — an estimated $327K sold.

Mach-1 Financial Group first reported a position in PFBC in Q4 2022 and held it in 3 quarters. The position peaked at $543K in Q4 2022. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • Mach-1 Financial Group reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,910 Preferred Bank shares in Q2 2025, an estimated $327K.
  • Mach-1 Financial Group first reported a position in Preferred Bank in Q4 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's Preferred Bank position peaked at $543K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.