Morgan Stanley’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.2M | Buy |
212,217
+377
| +0.2% | +$34.2K | ﹤0.01% | 3001 |
|
|
2025
Q4 | $20M | Sell |
211,840
-28,064
| -12% | -$2.62M | ﹤0.01% | 2936 |
|
|
2025
Q3 | $21.7M | Buy |
239,904
+24,133
| +11% | +$2.24M | ﹤0.01% | 2804 |
|
|
2025
Q2 | $18.7M | Buy |
215,771
+33,735
| +19% | +$2.78M | ﹤0.01% | 2883 |
|
|
2025
Q1 | $15.2M | Sell |
182,036
-32,296
| -15% | -$2.8M | ﹤0.01% | 2964 |
|
|
2024
Q4 | $18.5M | Sell |
214,332
-9,494
| -4% | -$838K | ﹤0.01% | 2825 |
|
|
2024
Q3 | $18M | Buy |
223,826
+20,753
| +10% | +$1.66M | ﹤0.01% | 2902 |
|
|
2024
Q2 | $15.3M | Sell |
203,073
-10,886
| -5% | -$823K | ﹤0.01% | 2954 |
|
|
2024
Q1 | $16.4M | Sell |
213,959
-223,171
| -51% | -$16.1M | ﹤0.01% | 2909 |
|
|
2023
Q4 | $31.9M | Buy |
437,130
+239,983
| +122% | +$15.6M | ﹤0.01% | 2907 |
|
|
2023
Q3 | $12.3M | Buy |
197,147
+21,148
| +12% | +$1.32M | ﹤0.01% | 2928 |
|
|
2023
Q2 | $9.68M | Buy |
175,999
+4,575
| +3% | +$230K | ﹤0.01% | 3200 |
|
|
2023
Q1 | $9.4M | Buy |
171,424
+4,683
| +3% | +$317K | ﹤0.01% | 3206 |
|
|
2022
Q4 | $12.4M | Buy |
166,741
+47,818
| +40% | +$3.48M | ﹤0.01% | 2857 |
|
|
2022
Q3 | $7.76M | Sell |
118,923
-10,474
| -8% | -$731K | ﹤0.01% | 3230 |
|
|
2022
Q2 | $8.8M | Buy |
129,397
+43,848
| +51% | +$3M | ﹤0.01% | 3195 |
|
|
2022
Q1 | $6.34M | Sell |
85,549
-1,351
| -2% | -$105K | ﹤0.01% | 3425 |
|
|
2021
Q4 | $6.24M | Buy |
86,900
+14,241
| +20% | +$985K | ﹤0.01% | 3476 |
|
|
2021
Q3 | $4.84M | Buy |
72,659
+2,130
| +3% | +$130K | ﹤0.01% | 3744 |
|
|
2021
Q2 | $4.46M | Buy |
70,529
+5,526
| +9% | +$368K | ﹤0.01% | 3902 |
|
|
2021
Q1 | $4.14M | Sell |
65,003
-26,083
| -29% | -$1.47M | ﹤0.01% | 3605 |
|
|
2020
Q4 | $4.6M | Buy |
91,086
+14,915
| +20% | +$582K | ﹤0.01% | 3348 |
|
|
2020
Q3 | $2.45M | Sell |
76,171
-3,420
| -4% | -$128K | ﹤0.01% | 3471 |
|
|
2020
Q2 | $3.41M | Buy |
79,591
+1,960
| +3% | +$72.1K | ﹤0.01% | 3061 |
|
|
2020
Q1 | $2.63M | Buy |
77,631
+9,964
| +15% | +$521K | ﹤0.01% | 3107 |
|
|
2019
Q4 | $4.07M | Buy |
67,667
+18,993
| +39% | +$1.04M | ﹤0.01% | 3423 |
|
|
2019
Q3 | $2.55M | Sell |
48,674
-14,749
| -23% | -$751K | ﹤0.01% | 3564 |
|
|
2019
Q2 | $3M | Buy |
63,423
+56,825
| +861% | +$2.67M | ﹤0.01% | 3434 |
|
|
2019
Q1 | $296K | Sell |
6,598
-15,978
| -71% | -$761K | ﹤0.01% | 4852 |
|
|
2018
Q4 | $978K | Sell |
22,576
-13,755
| -38% | -$702K | ﹤0.01% | 4294 |
|
|
2018
Q3 | $2.13M | Buy |
36,331
+4,569
| +14% | +$286K | ﹤0.01% | 3954 |
|
|
2018
Q2 | $1.95M | Sell |
31,762
-6,790
| -18% | -$439K | ﹤0.01% | 4097 |
|
|
2018
Q1 | $2.48M | Sell |
38,552
-15,570
| -29% | -$993K | ﹤0.01% | 3781 |
|
|
2017
Q4 | $3.18M | Sell |
54,122
-13,001
| -19% | -$790K | ﹤0.01% | 3572 |
|
|
2017
Q3 | $4.05M | Sell |
67,123
-26,522
| -28% | -$1.46M | ﹤0.01% | 3193 |
|
|
2017
Q2 | $5.01M | Buy |
93,645
+18,512
| +25% | +$954K | ﹤0.01% | 2840 |
|
|
2017
Q1 | $4.03M | Buy |
75,133
+7,558
| +11% | +$410K | ﹤0.01% | 3087 |
|
|
2016
Q4 | $3.54M | Buy |
67,575
+38,421
| +132% | +$1.63M | ﹤0.01% | 3342 |
|
|
2016
Q3 | $1.04M | Buy |
29,154
+18
| +0.1% | +$606 | ﹤0.01% | 4000 |
|
|
2016
Q2 | $841K | Sell |
29,136
-11,012
| -27% | -$343K | ﹤0.01% | 4106 |
|
|
2016
Q1 | $1.22M | Sell |
40,148
-38,092
| -49% | -$1.14M | ﹤0.01% | 3769 |
|
|
2015
Q4 | $2.58M | Sell |
78,240
-24,892
| -24% | -$841K | ﹤0.01% | 3270 |
|
|
2015
Q3 | $3.26M | Buy |
103,132
+54,125
| +110% | +$1.66M | ﹤0.01% | 3043 |
|
|
2015
Q2 | $1.47M | Sell |
49,007
-14,846
| -23% | -$424K | ﹤0.01% | 3902 |
|
|
2015
Q1 | $1.75M | Buy |
63,853
+6,536
| +11% | +$177K | ﹤0.01% | 3696 |
|
|
2014
Q4 | $1.6M | Buy |
57,317
+952
| +2% | +$24.2K | ﹤0.01% | 3745 |
|
|
2014
Q3 | $1.27M | Buy |
56,365
+2,407
| +4% | +$56.1K | ﹤0.01% | 3833 |
|
|
2014
Q2 | $1.28M | Buy |
53,958
+7,178
| +15% | +$167K | ﹤0.01% | 3857 |
|
|
2014
Q1 | $1.21M | Sell |
46,780
-12,367
| -21% | -$281K | ﹤0.01% | 3835 |
|
|
2013
Q4 | $1.19M | Buy |
59,147
+39,875
| +207% | +$785K | ﹤0.01% | 3790 |
|
|
2013
Q3 | $343K | Buy |
+19,272
| New | +$326K | ﹤0.01% | 4588 |
|
Other funds holding PFBC
VCM
N
Morgan Stanley's PFBC Position: Q1 2026 in Review
Morgan Stanley increased its Preferred Bank (PFBC) stake by 0.18% in Q1 2026, buying an estimated $34.2K and bringing the position to 212,217 shares worth $19.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3001.
Morgan Stanley first reported a position in PFBC in Q3 2013 and has held it in 51 quarters since. The position peaked at $31.9M in Q4 2023. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.
- Morgan Stanley held 212,217 shares of Preferred Bank worth $19.2M as of Q1 2026.
- Morgan Stanley bought 377 Preferred Bank shares in Q1 2026, an estimated $34.2K.
- Preferred Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3001 holding.
- Morgan Stanley first reported a position in Preferred Bank in Q3 2013 and has held it in 51 quarters since.
- Morgan Stanley's Preferred Bank position peaked at $31.9M in Q4 2023.
- 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.