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PDT Partners’s Preferred Bank PFBC Stock Holding History

PDT 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
2024
Q4 		– Sell
-6,934
Closed -$556K – 800
2024
Q3 		$556K Sell
6,934
-2,292
-25% -$183K 0.05% 476
2024
Q2 		$696K Hold
9,226
– – 0.07% 410
2024
Q1 		$708K Sell
9,226
-18
-0.2% -$1.3K 0.07% 394
2023
Q4 		$675K Buy
9,244
+18
+0.2% +$1.17K 0.07% 357
2023
Q3 		$574K Buy
+9,226
New +$576K 0.07% 393
2023
Q1 		– Sell
-5,280
Closed -$394K – 685
2022
Q4 		$394K Hold
5,280
– – 0.06% 432
2022
Q3 		$344K Buy
+5,280
New +$368K 0.05% 542
2015
Q4 		– Sell
-10,802
Closed -$341K – 808
2015
Q3 		$341K Buy
10,802
+1,800
+20% +$55.3K 0.01% 1021
2015
Q2 		$271K Buy
+9,002
New +$257K 0.01% 1160

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PDT Partners's PFBC Position: Q4 2024 in Review

PDT Partners sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 6,934 shares — an estimated $556K sold.

PDT Partners first reported a position in PFBC in Q2 2015 and held it in 9 quarters. The position peaked at $708K in Q1 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • PDT Partners reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • PDT Partners sold 6,934 Preferred Bank shares in Q4 2024, an estimated $556K.
  • PDT Partners first reported a position in Preferred Bank in Q2 2015 and held it in 9 quarters.
  • PDT Partners's Preferred Bank position peaked at $708K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on PDT Partners's 13F filing for Q4 2024, filed 14 Feb 2025.