P
PFBC icon

&Partners’s Preferred Bank PFBC Stock Holding History

&Partners’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 		$217K Buy
+2,039
New +$196K ﹤0.01% 2334

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

&Partners's PFBC Position: Q2 2026 in Review

&Partners opened a new position in Preferred Bank (PFBC) in Q2 2026: 2,039 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #2334 among its holdings.

229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • &Partners held 2,039 shares of Preferred Bank worth $217K as of Q2 2026.
  • Preferred Bank was a new &Partners position in Q2 2026.
  • Preferred Bank made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2334 holding.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.