PharVision Advisers’s Preferred Bank PFBC Stock Holding History

PharVision Advisers’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 Q4	–	Sell	-3,044	Closed	-$275K	–	929
2025 Q3	$275K	Buy	+3,044	New	+$282K	0.15%	277

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

PharVision Advisers's PFBC Position: Q4 2025 in Review

PharVision Advisers sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 3,044 shares — an estimated $275K sold.

PharVision Advisers first reported a position in PFBC in Q3 2025 and held it in 1 quarter. The position peaked at $275K in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

PharVision Advisers reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 3,044 Preferred Bank shares in Q4 2025, an estimated $275K.
PharVision Advisers first reported a position in Preferred Bank in Q3 2025 and held it in 1 quarter.
PharVision Advisers's Preferred Bank position peaked at $275K in Q3 2025.
218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.