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 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 $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

Parallel Advisors's PFBC Position: Q1 2026 in Review

Parallel Advisors held its Preferred Bank (PFBC) position steady in Q1 2026 at 27 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

Parallel Advisors first reported a position in PFBC in Q2 2017 and has held it in 8 quarters since. The position peaked at $5K in Q3 2018. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Parallel Advisors held 27 shares of Preferred Bank worth $2.48K as of Q1 2026.
Parallel Advisors left its Preferred Bank share count unchanged in Q1 2026.
Preferred Bank made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3301 holding.
Parallel Advisors first reported a position in Preferred Bank in Q2 2017 and has held it in 8 quarters since.
Parallel Advisors's Preferred Bank position peaked at $5K in Q3 2018.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.