MAI Capital Management’s Preferred Bank PFBC Stock Holding History

MAI 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 Q2	–	Sell	-6	Closed	-$545	–	3965
2026 Q1	$545	Buy	+6	New	+$544	﹤0.01%	4385
2025 Q3	–	Sell	-162	Closed	-$14K	–	4054
2025 Q2	$14K	Buy	+162	New	+$13.4K	﹤0.01%	2546
2017 Q2	–	Sell	-8,530	Closed	-$458K	–	469
2017 Q1	$458K	Buy	8,530 +487	+6%	+$26.4K	0.03%	274
2016 Q4	$422K	Sell	8,043 -6,704	-45%	-$284K	0.03%	276
2016 Q3	$527K	Hold	14,747	–	–	0.04%	265
2016 Q2	$426K	Buy	14,747 +471	+3%	+$14.7K	0.03%	279
2016 Q1	$432K	Buy	14,276 +336	+2%	+$10.1K	0.03%	288
2015 Q4	$460K	Buy	13,940 +163	+1%	+$5.51K	0.04%	284
2015 Q3	$435K	Sell	13,777 -2,520	-15%	-$77.5K	0.03%	303
2015 Q2	$490K	Hold	16,297	–	–	0.03%	309
2015 Q1	$448K	Hold	16,297	–	–	0.03%	319
2014 Q4	$455K	Hold	16,297	–	–	0.03%	308
2014 Q3	$367K	Hold	16,297	–	–	0.04%	276
2014 Q2	$385K	Hold	16,297	–	–	0.04%	264
2014 Q1	$423K	Hold	16,297	–	–	0.04%	252
2013 Q4	$327K	Buy	+16,297	New	+$321K	0.03%	282

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 $3.37T AUM 44.26% 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

MAI Capital Management's PFBC Position: Q2 2026 in Review

MAI Capital Management sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 6 shares — an estimated $545 sold.

MAI Capital Management first reported a position in PFBC in Q4 2013 and held it in 16 quarters. The position peaked at $527K in Q3 2016. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

MAI Capital Management reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 6 Preferred Bank shares in Q2 2026, an estimated $545.
MAI Capital Management first reported a position in Preferred Bank in Q4 2013 and held it in 16 quarters.
MAI Capital Management's Preferred Bank position peaked at $527K in Q3 2016.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.