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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
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
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

Mather Group's PFBC Position: Q1 2026 in Review

Mather Group opened a new position in Preferred Bank (PFBC) in Q1 2026: 30 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings. This is a return to the name: Mather Group previously reported a position in PFBC as recently as Q3 2025.

Mather Group first reported a position in PFBC in Q2 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Mather Group held 30 shares of Preferred Bank worth $2.72K as of Q1 2026.
  • Preferred Bank was a new Mather Group position in Q1 2026.
  • Preferred Bank made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1661 holding.
  • Mather Group first reported a position in Preferred Bank in Q2 2024 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.