Ohio Public Employees Retirement System (OPERS)’s Preferred Bank PFBC Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$19.3K	Buy	213 +15	+8%	+$1.36K	﹤0.01%	2193
2025 Q4	$18.7K	Buy	198 +4	+2%	+$373	﹤0.01%	2222
2025 Q3	$17.5K	Buy	194 +5	+3%	+$464	﹤0.01%	2225
2025 Q2	$16.4K	Hold	189	–	–	﹤0.01%	2231
2025 Q1	$15.8K	Buy	189 +11	+6%	+$953	﹤0.01%	2216
2024 Q4	$15.4K	Sell	178 -2,427	-93%	-$214K	﹤0.01%	2256
2024 Q3	$209K	Buy	2,605 +45	+2%	+$3.6K	﹤0.01%	1541
2024 Q2	$193K	Sell	2,560 -3,753	-59%	-$284K	﹤0.01%	1368
2024 Q1	$485K	Sell	6,313 -227	-3%	-$16.4K	﹤0.01%	1270
2023 Q4	$478K	Hold	6,540	–	–	﹤0.01%	1276
2023 Q3	$407K	Buy	+6,540	New	+$408K	﹤0.01%	1275
2022 Q1	–	Sell	-3,556	Closed	-$255K	–	2044
2021 Q4	$255K	Hold	3,556	–	–	﹤0.01%	1456
2021 Q3	$237K	Hold	3,556	–	–	﹤0.01%	1472
2021 Q2	$225K	Hold	3,556	–	–	﹤0.01%	1484
2021 Q1	$226K	Sell	3,556 -8,040	-69%	-$454K	﹤0.01%	1452
2020 Q4	$585K	Hold	11,596	–	–	﹤0.01%	1263
2020 Q3	$372K	Buy	11,596 +3,807	+49%	+$142K	﹤0.01%	1263
2020 Q2	$334K	Buy	+7,789	New	+$287K	﹤0.01%	1307
2019 Q4	–	Sell	-7,014	Closed	-$367K	–	1923
2019 Q3	$367K	Buy	7,014 +905	+15%	+$46.1K	﹤0.01%	1392
2019 Q2	$289K	Buy	6,109 +4,717	+339%	+$222K	﹤0.01%	1452
2019 Q1	$63K	Sell	1,392 -27,733	-95%	-$1.32M	﹤0.01%	1755
2018 Q4	$1.26M	Buy	29,125 +749	+3%	+$38.2K	0.01%	1058
2018 Q3	$1.66M	Buy	28,376 +226	+0.8%	+$14.2K	0.01%	1085
2018 Q2	$1.73M	Buy	+28,150	New	+$1.82M	0.01%	1107
2017 Q3	–	Sell	-8,836	Closed	-$472K	–	1868
2017 Q2	$472K	Hold	8,836	–	–	﹤0.01%	1355
2017 Q1	$474K	Hold	8,836	–	–	﹤0.01%	1328
2016 Q4	$506K	Buy	+8,836	New	+$374K	﹤0.01%	1321

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

Ohio Public Employees Retirement System (OPERS)'s PFBC Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Preferred Bank (PFBC) stake by 7.6% in Q1 2026, buying an estimated $1.36K and bringing the position to 213 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Ohio Public Employees Retirement System (OPERS) first reported a position in PFBC in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.73M in Q2 2018. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 213 shares of Preferred Bank worth $19.3K as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) bought 15 Preferred Bank shares in Q1 2026, an estimated $1.36K.
Preferred Bank made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #2193 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Preferred Bank in Q4 2016 and has held it in 27 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Preferred Bank position peaked at $1.73M in Q2 2018.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.