Parallel Advisors’s Preferred Bank PFBC Stock Holding History

Parallel Advisors’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 Q2	–	Sell	-27	Closed	-$2.48K	–	4040
2026 Q1	$2.48K	Hold	27	–	–	﹤0.01%	3301
2025 Q4	$2.56K	Buy	+27	New	+$2.52K	﹤0.01%	3067
2018 Q4	–	Sell	-83	Closed	-$5K	–	2231
2018 Q3	$5K	Hold	83	–	–	﹤0.01%	1743
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	1604
2018 Q1	$5K	Hold	83	–	–	﹤0.01%	1571
2017 Q4	$5K	Hold	83	–	–	﹤0.01%	1586
2017 Q3	$5K	Hold	83	–	–	﹤0.01%	1598
2017 Q2	$5K	Buy	+83	New	+$4.28K	﹤0.01%	1605

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Parallel Advisors's PFBC Position: Q2 2026 in Review

Parallel Advisors sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 27 shares — an estimated $2.48K sold.

Parallel Advisors first reported a position in PFBC in Q2 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Parallel Advisors reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
Parallel Advisors sold 27 Preferred Bank shares in Q2 2026, an estimated $2.48K.
Parallel Advisors first reported a position in Preferred Bank in Q2 2017 and held it in 8 quarters.
Parallel Advisors's Preferred Bank position peaked at $5K in Q3 2018.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.