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 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

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

Mather Group's PFBC Position: Q2 2026 in Review

Mather Group held its Preferred Bank (PFBC) position steady in Q2 2026 at 30 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Mather Group first reported a position in PFBC in Q2 2024 and has held it in 7 quarters since. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Mather Group held 30 shares of Preferred Bank worth $3.19K as of Q2 2026.
Mather Group left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1685 holding.
Mather Group first reported a position in Preferred Bank in Q2 2024 and has held it in 7 quarters since.
230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.