Raymond James Financial
PFBC icon

Raymond James Financial’s Preferred Bank PFBC Stock Holding History

Raymond James Financial’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
-3,902
Closed -$368K – 5415
2025
Q4 		$368K Buy
3,902
+33
+0.9% +$3.08K ﹤0.01% 4451
2025
Q3 		$350K Buy
3,869
+32
+0.8% +$2.97K ﹤0.01% 4322
2025
Q2 		$332K Buy
3,837
+731
+24% +$60.2K ﹤0.01% 4242
2025
Q1 		$260K Buy
+3,106
New +$269K ﹤0.01% 4289

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Raymond James Financial's PFBC Position: Q1 2026 in Review

Raymond James Financial sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 3,902 shares — an estimated $368K sold.

Raymond James Financial first reported a position in PFBC in Q1 2025 and held it in 4 quarters. The position peaked at $368K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Raymond James Financial reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 3,902 Preferred Bank shares in Q1 2026, an estimated $368K.
  • Raymond James Financial first reported a position in Preferred Bank in Q1 2025 and held it in 4 quarters.
  • Raymond James Financial's Preferred Bank position peaked at $368K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.