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Meritage Portfolio Management’s Preferred Bank PFBC Stock Holding History

Meritage Portfolio 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
Q1 		– Sell
-14,729
Closed -$1.27M – 337
2024
Q4 		$1.27M Buy
14,729
+10,171
+223% +$898K 0.08% 183
2024
Q3 		$366K Buy
+4,558
New +$364K 0.02% 285

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Meritage Portfolio Management's PFBC Position: Q1 2025 in Review

Meritage Portfolio Management sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 14,729 shares — an estimated $1.27M sold.

Meritage Portfolio Management first reported a position in PFBC in Q3 2024 and held it in 2 quarters. The position peaked at $1.27M in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Meritage Portfolio Management reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 14,729 Preferred Bank shares in Q1 2025, an estimated $1.27M.
  • Meritage Portfolio Management first reported a position in Preferred Bank in Q3 2024 and held it in 2 quarters.
  • Meritage Portfolio Management's Preferred Bank position peaked at $1.27M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Meritage Portfolio Management's 13F filing for Q1 2025, filed 28 Apr 2025.