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Olympiad Research’s Preferred Bank PFBC Stock Holding History

Olympiad Research’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
2025
Q2 		– Sell
-2,865
Closed -$240K – 263
2025
Q1 		$240K Buy
+2,865
New +$248K 0.28% 138
2024
Q2 		– Sell
-3,915
Closed -$301K – 449
2024
Q1 		$301K Buy
3,915
+636
+19% +$46K 0.2% 200
2023
Q4 		$240K Buy
+3,279
New +$214K 0.19% 228
2023
Q3 		– Sell
-3,682
Closed -$202K – 385
2023
Q2 		$202K Buy
+3,682
New +$185K 0.2% 219

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Olympiad Research's PFBC Position: Q2 2025 in Review

Olympiad Research sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 2,865 shares — an estimated $240K sold.

Olympiad Research first reported a position in PFBC in Q2 2023 and held it in 4 quarters. The position peaked at $301K in Q1 2024. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • Olympiad Research reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • Olympiad Research sold 2,865 Preferred Bank shares in Q2 2025, an estimated $240K.
  • Olympiad Research first reported a position in Preferred Bank in Q2 2023 and held it in 4 quarters.
  • Olympiad Research's Preferred Bank position peaked at $301K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.