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Palouse Capital Management’s Preferred Bank PFBC Stock Holding History

Palouse Capital 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
2025
Q2 		– Sell
-999
Closed -$83.6K – 142
2025
Q1 		$83.6K Hold
999
– – 0.06% 101
2024
Q4 		$86.3K Hold
999
– – 0.06% 103
2024
Q3 		$80.2K Sell
999
-524
-34% -$41.9K 0.05% 107
2024
Q2 		$115K Buy
1,523
+51
+3% +$3.85K 0.08% 89
2024
Q1 		$113K Buy
+1,472
New +$106K 0.07% 91
2019
Q4 		– Sell
-4,654
Closed -$244K – 96
2019
Q3 		$244K Sell
4,654
-1,520
-25% -$77.4K 0.09% 87
2019
Q2 		$292K Sell
6,174
-18
-0.3% -$845 0.11% 70
2019
Q1 		$278K Buy
6,192
+1,183
+24% +$56.3K 0.11% 72
2018
Q4 		$217K Sell
5,009
-766
-13% -$39.1K 0.09% 86
2018
Q3 		$338K Buy
5,775
+357
+7% +$22.4K 0.12% 70
2018
Q2 		$333K Buy
5,418
+400
+8% +$25.8K 0.11% 72
2018
Q1 		$322K Buy
+5,018
New +$320K 0.11% 75
2016
Q4 		– Sell
-6,948
Closed -$248K – 104
2016
Q3 		$248K Sell
6,948
-63
-0.9% -$2.12K 0.11% 75
2016
Q2 		$202K Buy
+7,011
New +$218K 0.08% 89

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

Palouse Capital Management's PFBC Position: Q2 2025 in Review

Palouse Capital Management sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 999 shares — an estimated $83.6K sold.

Palouse Capital Management first reported a position in PFBC in Q2 2016 and held it in 14 quarters. The position peaked at $338K in Q3 2018. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • Palouse Capital Management reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • Palouse Capital Management sold 999 Preferred Bank shares in Q2 2025, an estimated $83.6K.
  • Palouse Capital Management first reported a position in Preferred Bank in Q2 2016 and held it in 14 quarters.
  • Palouse Capital Management's Preferred Bank position peaked at $338K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Palouse Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.