MQS Management’s Preferred Bank PFBC Stock Holding History

MQS 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 Q4	–	Sell	-5,575	Closed	-$504K	–	586
2025 Q3	$504K	Buy	+5,575	New	+$517K	0.29%	121

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

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

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

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

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

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

MQS Management's PFBC Position: Q4 2025 in Review

MQS Management sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 5,575 shares — an estimated $504K sold.

MQS Management first reported a position in PFBC in Q3 2025 and held it in 1 quarter. The position peaked at $504K in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

MQS Management reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
MQS Management sold 5,575 Preferred Bank shares in Q4 2025, an estimated $504K.
MQS Management first reported a position in Preferred Bank in Q3 2025 and held it in 1 quarter.
MQS Management's Preferred Bank position peaked at $504K in Q3 2025.
218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.