Nuveen’s Preferred Bank PFBC Stock Holding History

Nuveen’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	$30.2M	Sell	333,462 -22,603	-6%	-$2.05M	0.01%	907
2025 Q4	$33.6M	Buy	356,065 +18,309	+5%	+$1.71M	0.01%	843
2025 Q3	$30.5M	Sell	337,756 -6,343	-2%	-$588K	0.01%	878
2025 Q2	$29.8M	Sell	344,099 -65,931	-16%	-$5.43M	0.01%	863
2025 Q1	$33.9M	Sell	410,030 -58,729	-13%	-$5.09M	0.01%	808
2024 Q4	$40.5M	Buy	468,759 +1,443	+0.3%	+$127K	0.01%	752
2024 Q3	$37.5M	Sell	467,316 -58,294	-11%	-$4.66M	0.01%	809
2024 Q2	$39.7M	Buy	525,610 +8,232	+2%	+$622K	0.01%	735
2024 Q1	$39.7M	Sell	517,378 -12,892	-2%	-$932K	0.01%	747
2023 Q4	$38.7M	Buy	530,270 +65,245	+14%	+$4.25M	0.01%	737
2023 Q3	$28.9M	Buy	465,025 +40,403	+10%	+$2.52M	0.01%	819
2023 Q2	$23.3M	Buy	424,622 +9,433	+2%	+$475K	0.01%	981
2023 Q1	$22.8M	Sell	415,189 -43,256	-9%	-$2.92M	0.01%	959
2022 Q4	$34.2M	Sell	458,445 -55,575	-11%	-$4.05M	0.01%	718
2022 Q3	$33.5M	Sell	514,020 -19,961	-4%	-$1.39M	0.01%	706
2022 Q2	$36.3M	Buy	533,981 +9,395	+2%	+$643K	0.01%	690
2022 Q1	$39.8M	Sell	524,586 -21,334	-4%	-$1.65M	0.01%	743
2021 Q4	$39.2M	Buy	545,920 +41,382	+8%	+$2.86M	0.01%	813
2021 Q3	$33.6M	Sell	504,538 -34,461	-6%	-$2.11M	0.01%	910
2021 Q2	$34.1M	Sell	538,999 -105,931	-16%	-$7.05M	0.01%	980
2021 Q1	$41.1M	Sell	644,930 -24,978	-4%	-$1.41M	0.01%	834
2020 Q4	$33.8M	Buy	669,908 +25,383	+4%	+$991K	0.01%	913
2020 Q3	$20.7M	Buy	644,525 +4,263	+0.7%	+$159K	0.01%	1038
2020 Q2	$27.4M	Sell	640,262 -41,656	-6%	-$1.53M	0.01%	848
2020 Q1	$23.1M	Sell	681,918 -112,901	-14%	-$5.91M	0.01%	832
2019 Q4	$47.8M	Sell	794,819 -45,230	-5%	-$2.48M	0.02%	696
2019 Q3	$44M	Sell	840,049 -91,495	-10%	-$4.66M	0.02%	720
2019 Q2	$44M	Buy	931,544 +85,003	+10%	+$3.99M	0.02%	745
2019 Q1	$38.1M	Sell	846,541 -31,782	-4%	-$1.51M	0.2%	118
2018 Q4	$38.1M	Buy	878,323 +15,765	+2%	+$805K	0.24%	95
2018 Q3	$50.5M	Buy	862,558 +53,827	+7%	+$3.37M	0.27%	79
2018 Q2	$49.7M	Buy	808,731 +28,647	+4%	+$1.85M	0.31%	72
2018 Q1	$50.1M	Buy	780,084 +81,049	+12%	+$5.17M	0.33%	67
2017 Q4	$41.1M	Buy	699,035 +68,754	+11%	+$4.18M	0.26%	97
2017 Q3	$38M	Sell	630,281 -16,930	-3%	-$933K	0.25%	100
2017 Q2	$34.6M	Buy	647,211 +116,966	+22%	+$6.03M	0.22%	109
2017 Q1	$28.5M	Buy	530,245 +182,564	+53%	+$9.92M	0.17%	148
2016 Q4	$18.2M	Buy	347,681 +116,645	+50%	+$4.94M	0.09%	267
2016 Q3	$8.26M	Buy	+231,036	New	+$7.77M	0.05%	433

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen's PFBC Position: Q1 2026 in Review

Nuveen reduced its Preferred Bank (PFBC) stake by 6.3% in Q1 2026, selling an estimated $2.05M and leaving 333,462 shares worth $30.2M. The position accounts for 0.01% of the portfolio, ranked #907.

Nuveen first reported a position in PFBC in Q3 2016 and has held it in 39 quarters since. The position peaked at $50.5M in Q3 2018. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Nuveen held 333,462 shares of Preferred Bank worth $30.2M as of Q1 2026.
Nuveen sold 22,603 Preferred Bank shares in Q1 2026, an estimated $2.05M.
Preferred Bank made up 0.01% of Nuveen's portfolio in Q1 2026, its #907 holding.
Nuveen first reported a position in Preferred Bank in Q3 2016 and has held it in 39 quarters since.
Nuveen's Preferred Bank position peaked at $50.5M in Q3 2018.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.