New York State Common Retirement Fund’s Preferred Bank PFBC Stock Holding History

New York State Common Retirement Fund’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	$2.4M	Sell	22,572 -1,700	-7%	-$163K	﹤0.01%	1390
2026 Q1	$2.2M	Sell	24,272 -10,700	-31%	-$969K	﹤0.01%	1352
2025 Q4	$3.3M	Buy	34,972 +3,650	+12%	+$340K	﹤0.01%	1199
2025 Q3	$2.83M	Buy	31,322 +8,300	+36%	+$769K	﹤0.01%	1310
2025 Q2	$1.99M	Sell	23,022 -10,800	-32%	-$890K	﹤0.01%	1415
2025 Q1	$2.83M	Buy	33,822 +7,600	+29%	+$659K	﹤0.01%	1264
2024 Q4	$2.27M	Buy	26,222 +3,516	+15%	+$310K	﹤0.01%	1371
2024 Q3	$1.82M	Sell	22,706 -1,200	-5%	-$95.9K	﹤0.01%	1439
2024 Q2	$1.8M	Sell	23,906 -1,041	-4%	-$78.7K	﹤0.01%	1507
2024 Q1	$1.92M	Buy	24,947 +1,036	+4%	+$74.9K	﹤0.01%	1492
2023 Q4	$1.75M	Sell	23,911 -4,496	-16%	-$293K	﹤0.01%	1523
2023 Q3	$1.77M	Sell	28,407 -1,795	-6%	-$112K	﹤0.01%	1497
2023 Q2	$1.66M	Buy	30,202 +1,687	+6%	+$84.9K	﹤0.01%	1564
2023 Q1	$1.56M	Sell	28,515 -295	-1%	-$19.9K	﹤0.01%	1657
2022 Q4	$2.15M	Buy	28,810 +17	+0.1%	+$1.24K	﹤0.01%	1599
2022 Q3	$1.88M	Sell	28,793 -175	-0.6%	-$12.2K	﹤0.01%	1637
2022 Q2	$1.97M	Buy	28,968 +1,075	+4%	+$73.6K	﹤0.01%	1668
2022 Q1	$2.07M	Sell	27,893 -217	-0.8%	-$16.8K	﹤0.01%	1730
2021 Q4	$2.02M	Sell	28,110 -1,621	-5%	-$112K	﹤0.01%	1764
2021 Q3	$1.98M	Sell	29,731 -1,803	-6%	-$110K	﹤0.01%	1764
2021 Q2	$2M	Buy	31,534 +114	+0.4%	+$7.58K	﹤0.01%	1864
2021 Q1	$2M	Sell	31,420 -1,200	-4%	-$67.8K	﹤0.01%	1783
2020 Q4	$1.65M	Buy	32,620 +3,341	+11%	+$130K	﹤0.01%	1785
2020 Q3	$940K	Buy	29,279 +1,579	+6%	+$59K	﹤0.01%	1935
2020 Q2	$1.19M	Hold	27,700	–	–	﹤0.01%	1783
2020 Q1	$937K	Sell	27,700 -170	-0.6%	-$8.89K	﹤0.01%	1758
2019 Q4	$1.68M	Sell	27,870 -203	-0.7%	-$11.1K	﹤0.01%	1701
2019 Q3	$1.47M	Sell	28,073 -5,193	-16%	-$264K	﹤0.01%	1792
2019 Q2	$1.57M	Buy	33,266 +2,319	+7%	+$109K	﹤0.01%	1780
2019 Q1	$1.39M	Sell	30,947 -3,255	-10%	-$155K	﹤0.01%	1794
2018 Q4	$1.48M	Buy	34,202 +5,364	+19%	+$274K	﹤0.01%	1699
2018 Q3	$1.69M	Sell	28,838 -2,189	-7%	-$137K	﹤0.01%	1787
2018 Q2	$1.91M	Sell	31,027 -5,624	-15%	-$363K	﹤0.01%	1717
2018 Q1	$2.35M	Buy	36,651 +7,187	+24%	+$458K	﹤0.01%	1541
2017 Q4	$1.73M	Sell	29,464 -7,343	-20%	-$446K	﹤0.01%	1725
2017 Q3	$2.22M	Sell	36,807 -77,886	-68%	-$4.29M	﹤0.01%	1569
2017 Q2	$6.13M	Buy	114,693 +36,497	+47%	+$1.88M	0.01%	1183
2017 Q1	$4.2M	Buy	78,196 +14,621	+23%	+$794K	0.01%	1327
2016 Q4	$3.33M	Buy	63,575 +51,475	+425%	+$2.18M	﹤0.01%	1421
2016 Q3	$433K	Hold	12,100	–	–	﹤0.01%	2382
2016 Q2	$349K	Hold	12,100	–	–	﹤0.01%	2446
2016 Q1	$366K	Buy	12,100 +1,400	+13%	+$42K	﹤0.01%	2388
2015 Q4	$353K	Hold	10,700	–	–	﹤0.01%	2471
2015 Q3	$338K	Sell	10,700 -2,747	-20%	-$84.5K	﹤0.01%	2502
2015 Q2	$404K	Buy	+13,447	New	+$384K	﹤0.01%	2604

Other funds holding PFBC

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

New York State Common Retirement Fund's PFBC Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its Preferred Bank (PFBC) stake by 7% in Q2 2026, selling an estimated $163K and leaving 22,572 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

New York State Common Retirement Fund first reported a position in PFBC in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.13M in Q2 2017. 60 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

New York State Common Retirement Fund held 22,572 shares of Preferred Bank worth $2.4M as of Q2 2026.
New York State Common Retirement Fund sold 1,700 Preferred Bank shares in Q2 2026, an estimated $163K.
Preferred Bank made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #1390 holding.
New York State Common Retirement Fund first reported a position in Preferred Bank in Q2 2015 and has held it in 45 quarters since.
New York State Common Retirement Fund's Preferred Bank position peaked at $6.13M in Q2 2017.
60 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.