Mariner
PFBC icon

Mariner’s Preferred Bank PFBC Stock Holding History

Mariner’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
Q4 		– Sell
-3,093
Closed -$280K – 3738
2025
Q3 		$280K Sell
3,093
-337
-10% -$31.2K ﹤0.01% 2872
2025
Q2 		$297K Sell
3,430
-342
-9% -$28.2K ﹤0.01% 2736
2025
Q1 		$316K Buy
3,772
+1,050
+39% +$91K ﹤0.01% 2577
2024
Q4 		$235K Sell
2,722
-193
-7% -$17K ﹤0.01% 2857
2024
Q3 		$234K Buy
2,915
+25
+0.9% +$2K ﹤0.01% 2794
2024
Q2 		$218K Buy
+2,890
New +$218K ﹤0.01% 2725

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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

Mariner's PFBC Position: Q4 2025 in Review

Mariner sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 3,093 shares — an estimated $280K sold.

Mariner first reported a position in PFBC in Q2 2024 and held it in 6 quarters. The position peaked at $316K in Q1 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Mariner reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 3,093 Preferred Bank shares in Q4 2025, an estimated $280K.
  • Mariner first reported a position in Preferred Bank in Q2 2024 and held it in 6 quarters.
  • Mariner's Preferred Bank position peaked at $316K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.