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Mirabella Financial Services’s Preferred Bank PFBC Stock Holding History

Mirabella Financial Services’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 		– Sell
-4,331
Closed -$393K – 1050
2026
Q1 		$393K Buy
4,331
+2,085
+93% +$189K 0.04% 351
2025
Q4 		$212K Buy
+2,246
New +$209K 0.02% 601
2022
Q1 		– Sell
-6,660
Closed -$478K – 655
2021
Q4 		$478K Buy
+6,660
New +$460K 0.05% 245

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mirabella Financial Services's PFBC Position: Q2 2026 in Review

Mirabella Financial Services sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 4,331 shares — an estimated $393K sold.

Mirabella Financial Services first reported a position in PFBC in Q4 2021 and held it in 3 quarters. The position peaked at $478K in Q4 2021. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Mirabella Financial Services reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 4,331 Preferred Bank shares in Q2 2026, an estimated $393K.
  • Mirabella Financial Services first reported a position in Preferred Bank in Q4 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Preferred Bank position peaked at $478K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.