R Squared’s Preferred Bank PFBC Stock Holding History

R Squared’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 Q1	–	Sell	-750	Closed	-$64.8K	–	1155
2024 Q4	$64.8K	Buy	+750	New	+$66.2K	0.06%	404

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

R Squared's PFBC Position: Q1 2025 in Review

R Squared sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 750 shares — an estimated $64.8K sold.

R Squared first reported a position in PFBC in Q4 2024 and held it in 1 quarter. The position peaked at $64.8K in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

R Squared reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
R Squared sold 750 Preferred Bank shares in Q1 2025, an estimated $64.8K.
R Squared first reported a position in Preferred Bank in Q4 2024 and held it in 1 quarter.
R Squared's Preferred Bank position peaked at $64.8K in Q4 2024.
221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.