Meeder Asset Management’s Preferred Bank PFBC Stock Holding History

Meeder Asset Management’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 Q3	–	Sell	-326	Closed	-$28.2K	–	913
2025 Q2	$28.2K	Sell	326 -337	-51%	-$27.8K	﹤0.01%	457
2025 Q1	$55.5K	Buy	+663	New	+$57.5K	﹤0.01%	378
2022 Q4	–	Sell	-27	Closed	-$2K	–	1651
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	1842
2022 Q2	$2K	Buy	27 +3	+13%	+$205	﹤0.01%	1908
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	2062
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	988
2021 Q3	$2K	Sell	24 -3	-11%	-$184	﹤0.01%	2209
2021 Q2	$2K	Buy	27 +3	+13%	+$200	﹤0.01%	2233
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	2099
2020 Q4	$1K	Buy	24 +22	+1,100%	+$859	﹤0.01%	1711
2020 Q3	$0	Hold	2	–	–	﹤0.01%	2328
2020 Q2	$0	Sell	2 -8	-80%	-$294	﹤0.01%	2354
2020 Q1	$0	Buy	10 +4	+67%	+$209	﹤0.01%	2472
2019 Q4	$0	Sell	6 -116	-95%	-$6.37K	﹤0.01%	2368
2019 Q3	$6K	Buy	+122	New	+$6.21K	﹤0.01%	1704
2018 Q2	–	Sell	-441	Closed	-$28K	–	1649
2018 Q1	$28K	Sell	441 -220	-33%	-$14K	﹤0.01%	804
2017 Q4	$39K	Sell	661 -57	-8%	-$3.46K	﹤0.01%	747
2017 Q3	$43K	Buy	+718	New	+$39.6K	﹤0.01%	710

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Meeder Asset Management's PFBC Position: Q3 2025 in Review

Meeder Asset Management sold out of Preferred Bank (PFBC) in Q3 2025, closing a stake of 326 shares — an estimated $28.2K sold.

Meeder Asset Management first reported a position in PFBC in Q3 2017 and held it in 18 quarters. The position peaked at $55.5K in Q1 2025. 213 funds tracked by Wall St. Rank hold PFBC as of Q3 2025.

Meeder Asset Management reported no remaining Preferred Bank position as of Q3 2025 after selling out during the quarter.
Meeder Asset Management sold 326 Preferred Bank shares in Q3 2025, an estimated $28.2K.
Meeder Asset Management first reported a position in Preferred Bank in Q3 2017 and held it in 18 quarters.
Meeder Asset Management's Preferred Bank position peaked at $55.5K in Q1 2025.
213 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2025.

Based on Meeder Asset Management's 13F filing for Q3 2025, filed 24 Oct 2025.