O'Shaughnessy Asset Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
O'Shaughnessy Asset Management's PFBC Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its Preferred Bank (PFBC) stake by 19% in Q2 2026, selling an estimated $134K and leaving 5,893 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.
O'Shaughnessy Asset Management first reported a position in PFBC in Q4 2014 and has held it in 15 quarters since. The position peaked at $3.75M in Q2 2017. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- O'Shaughnessy Asset Management held 5,893 shares of Preferred Bank worth $626K as of Q2 2026.
- O'Shaughnessy Asset Management sold 1,394 Preferred Bank shares in Q2 2026, an estimated $134K.
- Preferred Bank made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1494 holding.
- O'Shaughnessy Asset Management first reported a position in Preferred Bank in Q4 2014 and has held it in 15 quarters since.
- O'Shaughnessy Asset Management's Preferred Bank position peaked at $3.75M in Q2 2017.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.