Northwestern Mutual Wealth Management’s Preferred Bank PFBC Stock Holding History

Northwestern Mutual Wealth 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
2026 Q1	$11.6K	Sell	128 -28	-18%	-$2.54K	﹤0.01%	3016
2025 Q4	$14.7K	Buy	156 +28	+22%	+$2.61K	﹤0.01%	2865
2025 Q3	$11.6K	Buy	128 +33	+35%	+$3.06K	﹤0.01%	2856
2025 Q2	$8.22K	Hold	95	–	–	﹤0.01%	2859
2025 Q1	$7.95K	Hold	95	–	–	﹤0.01%	2818
2024 Q4	$8.21K	Hold	95	–	–	﹤0.01%	2814
2024 Q3	$7.62K	Hold	95	–	–	﹤0.01%	2781
2024 Q2	$7.17K	Sell	95 -10	-10%	-$756	﹤0.01%	2761
2024 Q1	$8.06K	Hold	105	–	–	﹤0.01%	2699
2023 Q4	$7.67K	Buy	105 +10	+11%	+$651	﹤0.01%	2727
2023 Q3	$5.91K	Hold	95	–	–	﹤0.01%	2705
2023 Q2	$5.22K	Hold	95	–	–	﹤0.01%	2766
2023 Q1	$5.21K	Hold	95	–	–	﹤0.01%	2733
2022 Q4	$7.09K	Hold	95	–	–	﹤0.01%	2624
2022 Q3	$6K	Hold	95	–	–	﹤0.01%	2647
2022 Q2	$6K	Buy	+95	New	+$6.5K	﹤0.01%	2675
2018 Q1	–	Sell	-33	Closed	-$2K	–	2374
2017 Q4	$2K	Buy	+33	New	+$2K	﹤0.01%	2123
2017 Q1	–	Sell	-11	Closed	-$1K	–	2298
2016 Q4	$1K	Buy	+11	New	+$466	﹤0.01%	2211

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Northwestern Mutual Wealth Management's PFBC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Preferred Bank (PFBC) stake by 18% in Q1 2026, selling an estimated $2.54K and leaving 128 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Northwestern Mutual Wealth Management first reported a position in PFBC in Q4 2016 and has held it in 18 quarters since. The position peaked at $14.7K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Northwestern Mutual Wealth Management held 128 shares of Preferred Bank worth $11.6K as of Q1 2026.
Northwestern Mutual Wealth Management sold 28 Preferred Bank shares in Q1 2026, an estimated $2.54K.
Preferred Bank made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3016 holding.
Northwestern Mutual Wealth Management first reported a position in Preferred Bank in Q4 2016 and has held it in 18 quarters since.
Northwestern Mutual Wealth Management's Preferred Bank position peaked at $14.7K in Q4 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.