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Mount Yale Investment Advisors’s Preferred Bank PFBC Stock Holding History

Mount Yale Investment Advisors’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 		$312K Buy
+3,437
New +$311K 0.01% 874
2025
Q3 		– Sell
-3,417
Closed -$296K – 1341
2025
Q2 		$296K Buy
3,417
+58
+2% +$4.78K 0.02% 462
2025
Q1 		$281K Sell
3,359
-40
-1% -$3.47K 0.02% 456
2024
Q4 		$294K Buy
3,399
+51
+2% +$4.5K 0.02% 447
2024
Q3 		$269K Sell
3,348
-28
-0.8% -$2.24K 0.03% 468
2024
Q2 		$255K Sell
3,376
-52
-2% -$3.93K 0.02% 476
2024
Q1 		$263K Sell
3,428
-45
-1% -$3.25K 0.02% 481
2023
Q4 		$254K Buy
+3,473
New +$226K 0.02% 449
2023
Q1 		– Sell
-3,156
Closed -$236K – 522
2022
Q4 		$236K Sell
3,156
-536
-15% -$39.1K 0.03% 409
2022
Q3 		$241K Sell
3,692
-58
-2% -$4.05K 0.03% 382
2022
Q2 		$255K Buy
3,750
+360
+11% +$24.6K 0.03% 390
2022
Q1 		$251K Buy
3,390
+261
+8% +$20.2K 0.03% 409
2021
Q4 		$225K Sell
3,129
-52
-2% -$3.6K 0.02% 433
2021
Q3 		$212K Sell
3,181
-14
-0.4% -$858 0.02% 437
2021
Q2 		$202K Sell
3,195
-39
-1% -$2.59K 0.02% 413
2021
Q1 		$206K Buy
+3,234
New +$183K 0.03% 393
2018
Q4 		– Sell
-2,116
Closed -$112K – 647
2018
Q3 		$112K Buy
2,116
+144
+7% +$9.02K 0.02% 404
2018
Q2 		$121K Sell
1,972
-33
-2% -$2.13K 0.02% 402
2018
Q1 		$129K Buy
+2,005
New +$128K 0.03% 382

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

Mount Yale Investment Advisors's PFBC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Preferred Bank (PFBC) in Q1 2026: 3,437 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PFBC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PFBC in Q1 2018 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Mount Yale Investment Advisors held 3,437 shares of Preferred Bank worth $312K as of Q1 2026.
  • Preferred Bank was a new Mount Yale Investment Advisors position in Q1 2026.
  • Preferred Bank made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #874 holding.
  • Mount Yale Investment Advisors first reported a position in Preferred Bank in Q1 2018 and has held it in 19 quarters since.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.