Mather Group
PFBC icon

Mather Group’s Preferred Bank PFBC Stock Holding History

Mather 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
2026
Q3 		– Sell
-30
Closed -$3.19K – 2300
2026
Q2 		$3.19K Hold
30
– – ﹤0.01% 1685
2026
Q1 		$2.72K Buy
+30
New +$2.72K ﹤0.01% 1661
2025
Q4 		– Sell
-30
Closed -$2.71K – 1369
2025
Q3 		$2.71K Buy
+30
New +$2.78K ﹤0.01% 1499
2025
Q2 		– Sell
-30
Closed -$2.51K – 1408
2025
Q1 		$2.51K Hold
30
– – ﹤0.01% 1537
2024
Q4 		$2.59K Hold
30
– – ﹤0.01% 1495
2024
Q3 		$2.41K Hold
30
– – ﹤0.01% 1443
2024
Q2 		$2.3K Buy
+30
New +$2.27K ﹤0.01% 1851

Other funds holding PFBC

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Mather Group's PFBC Position: Q3 2026 in Review

Mather Group sold out of Preferred Bank (PFBC) in Q3 2026, closing a stake of 30 shares — an estimated $3.19K sold.

Mather Group first reported a position in PFBC in Q2 2024 and held it in 7 quarters. The position peaked at $3.19K in Q2 2026. 25 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Mather Group reported no remaining Preferred Bank position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 30 Preferred Bank shares in Q3 2026, an estimated $3.19K.
  • Mather Group first reported a position in Preferred Bank in Q2 2024 and held it in 7 quarters.
  • Mather Group's Preferred Bank position peaked at $3.19K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.