Marshall Wace
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Marshall Wace’s Preferred Bank PFBC Stock Holding History

Marshall Wace’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 		– Sell
-33,569
Closed -$3.17M – 3570
2025
Q4 		$3.17M Buy
33,569
+30,869
+1,143% +$2.88M ﹤0.01% 1362
2025
Q3 		$244K Buy
+2,700
New +$250K ﹤0.01% 2507
2023
Q2 		– Sell
-8,700
Closed -$477K – 2862
2023
Q1 		$477K Buy
8,700
+3,550
+69% +$240K ﹤0.01% 2123
2022
Q4 		$384K Buy
+5,150
New +$375K ﹤0.01% 2478
2019
Q3 		– Sell
-91,190
Closed -$4.31M – 1878
2019
Q2 		$4.31M Sell
91,190
-57,863
-39% -$2.72M 0.04% 534
2019
Q1 		$6.7M Buy
149,053
+17,228
+13% +$820K 0.06% 377
2018
Q4 		$5.71M Buy
131,825
+52,561
+66% +$2.68M 0.06% 409
2018
Q3 		$4.64M Buy
+79,264
New +$4.97M 0.04% 469

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Marshall Wace's PFBC Position: Q1 2026 in Review

Marshall Wace sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 33,569 shares — an estimated $3.17M sold.

Marshall Wace first reported a position in PFBC in Q3 2018 and held it in 8 quarters. The position peaked at $6.7M in Q1 2019. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Marshall Wace reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 33,569 Preferred Bank shares in Q1 2026, an estimated $3.17M.
  • Marshall Wace first reported a position in Preferred Bank in Q3 2018 and held it in 8 quarters.
  • Marshall Wace's Preferred Bank position peaked at $6.7M in Q1 2019.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.