Nisa Investment Advisors
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Nisa Investment Advisors’s Preferred Bank PFBC Stock Holding History

Nisa 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 		$5.44K Buy
60
+14
+30% +$1.27K ﹤0.01% 2434
2025
Q4 		$4.34K Buy
46
+4
+10% +$373 ﹤0.01% 2476
2025
Q3 		$3.8K Buy
42
+33
+367% +$3.06K ﹤0.01% 2493
2025
Q2 		$779 Buy
9
+3
+50% +$247 ﹤0.01% 2785
2025
Q1 		$502 Hold
6
– – ﹤0.01% 2792
2024
Q4 		$518 Hold
6
– – ﹤0.01% 2827
2024
Q3 		$482 Hold
6
– – ﹤0.01% 2727
2024
Q2 		$453 Hold
6
– – ﹤0.01% 2705
2024
Q1 		$461 Hold
6
– – ﹤0.01% 2513
2023
Q4 		$438 Hold
6
– – ﹤0.01% 2439
2023
Q3 		$374 Buy
+6
New +$375 ﹤0.01% 2582
2023
Q2 		– Sell
-19
Closed -$1K – 2852
2023
Q1 		$1K Sell
19
-800
-98% -$54.1K ﹤0.01% 2433
2022
Q4 		$61K Hold
819
– – ﹤0.01% 1716
2022
Q3 		$54K Buy
819
+19
+2% +$1.33K ﹤0.01% 1718
2022
Q2 		$54K Hold
800
– – ﹤0.01% 1709
2022
Q1 		$59K Hold
800
– – ﹤0.01% 1792
2021
Q4 		$62K Buy
+800
New +$55.3K ﹤0.01% 1666

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Nisa Investment Advisors's PFBC Position: Q1 2026 in Review

Nisa Investment Advisors increased its Preferred Bank (PFBC) stake by 30% in Q1 2026, buying an estimated $1.27K and bringing the position to 60 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Nisa Investment Advisors first reported a position in PFBC in Q4 2021 and has held it in 17 quarters since. The position peaked at $62K in Q4 2021. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Nisa Investment Advisors held 60 shares of Preferred Bank worth $5.44K as of Q1 2026.
  • Nisa Investment Advisors bought 14 Preferred Bank shares in Q1 2026, an estimated $1.27K.
  • Preferred Bank made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2434 holding.
  • Nisa Investment Advisors first reported a position in Preferred Bank in Q4 2021 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Preferred Bank position peaked at $62K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.