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PFBC icon

Pitcairn’s Preferred Bank PFBC Stock Holding History

Pitcairn’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
-3,507
Closed -$317K – 413
2025
Q3 		$317K Sell
3,507
-893
-20% -$82.8K 0.03% 491
2025
Q2 		$381K Sell
4,400
-821
-16% -$67.7K 0.02% 479
2025
Q1 		$437K Buy
5,221
+49
+0.9% +$4.25K 0.03% 463
2024
Q4 		$447K Sell
5,172
-40
-0.8% -$3.53K 0.03% 462
2024
Q3 		$418K Sell
5,212
-149
-3% -$11.9K 0.02% 492
2024
Q2 		$405K Buy
5,361
+471
+10% +$35.6K 0.02% 503
2024
Q1 		$375K Sell
4,890
-157
-3% -$11.4K 0.02% 512
2023
Q4 		$369K Buy
5,047
+90
+2% +$5.86K 0.03% 487
2023
Q3 		$309K Sell
4,957
-100
-2% -$6.24K 0.03% 498
2023
Q2 		$278K Buy
5,057
+387
+8% +$19.5K 0.02% 533
2023
Q1 		$256K Sell
4,670
-71
-1% -$4.8K 0.02% 532
2022
Q4 		$354K Sell
4,741
-35
-0.7% -$2.55K 0.04% 418
2022
Q3 		$312K Buy
4,776
+93
+2% +$6.49K 0.03% 415
2022
Q2 		$319K Sell
4,683
-507
-10% -$34.7K 0.03% 416
2022
Q1 		$385K Buy
+5,190
New +$402K 0.03% 435

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pitcairn's PFBC Position: Q4 2025 in Review

Pitcairn sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 3,507 shares — an estimated $317K sold.

Pitcairn first reported a position in PFBC in Q1 2022 and held it in 15 quarters. The position peaked at $447K in Q4 2024. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Pitcairn reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 3,507 Preferred Bank shares in Q4 2025, an estimated $317K.
  • Pitcairn first reported a position in Preferred Bank in Q1 2022 and held it in 15 quarters.
  • Pitcairn's Preferred Bank position peaked at $447K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.