Princeton Capital Management’s Preferred Bank PFBC Stock Holding History

Princeton Capital Management’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	–	Sell	-2,500	Closed	-$236K	–	148
2025 Q4	$236K	Hold	2,500	–	–	0.06%	132
2025 Q3	$226K	Hold	2,500	–	–	0.06%	131
2025 Q2	$216K	Hold	2,500	–	–	0.06%	121
2025 Q1	$209K	Hold	2,500	–	–	0.07%	110
2024 Q4	$216K	Hold	2,500	–	–	0.07%	111
2024 Q3	$201K	Buy	+2,500	New	+$200K	0.06%	108

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Princeton Capital Management's PFBC Position: Q1 2026 in Review

Princeton Capital Management sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 2,500 shares — an estimated $236K sold.

Princeton Capital Management first reported a position in PFBC in Q3 2024 and held it in 6 quarters. The position peaked at $236K in Q4 2025. 207 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Princeton Capital Management reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
Princeton Capital Management sold 2,500 Preferred Bank shares in Q1 2026, an estimated $236K.
Princeton Capital Management first reported a position in Preferred Bank in Q3 2024 and held it in 6 quarters.
Princeton Capital Management's Preferred Bank position peaked at $236K in Q4 2025.
207 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.