Robeco Institutional Asset Management’s Preferred Bank PFBC Stock Holding History

Robeco Institutional Asset 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 Q2	$212K	Buy	+1,995	New	+$192K	﹤0.01%	829
2026 Q1	–	Sell	-2,901	Closed	-$274K	–	874
2025 Q4	$274K	Hold	2,901	–	–	﹤0.01%	806
2025 Q3	$262K	Sell	2,901 -1,998	-41%	-$185K	﹤0.01%	827
2025 Q2	$424K	Sell	4,899 -786	-14%	-$64.8K	﹤0.01%	808
2025 Q1	$476K	Hold	5,685	–	–	﹤0.01%	837
2024 Q4	$491K	Hold	5,685	–	–	﹤0.01%	833
2024 Q3	$456K	Sell	5,685 -6,225	-52%	-$497K	﹤0.01%	839
2024 Q2	$899K	Buy	11,910 +4,925	+71%	+$372K	﹤0.01%	781
2024 Q1	$536K	Hold	6,985	–	–	﹤0.01%	826
2023 Q4	$510K	Buy	6,985 +1,995	+40%	+$130K	﹤0.01%	844
2023 Q3	$311K	Buy	+4,990	New	+$312K	﹤0.01%	885
2020 Q4	–	Sell	-2,781	Closed	-$89K	–	962
2020 Q3	$89K	Sell	2,781 -10,598	-79%	-$396K	﹤0.01%	880
2020 Q2	$573K	Hold	13,379	–	–	﹤0.01%	798
2020 Q1	$453K	Buy	+13,379	New	+$700K	﹤0.01%	824

Other funds holding PFBC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management's PFBC Position: Q2 2026 in Review

Robeco Institutional Asset Management opened a new position in Preferred Bank (PFBC) in Q2 2026: 1,995 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Robeco Institutional Asset Management previously reported a position in PFBC as recently as Q4 2025.

Robeco Institutional Asset Management first reported a position in PFBC in Q1 2020 and has held it in 14 quarters since. The position peaked at $899K in Q2 2024. 42 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Robeco Institutional Asset Management held 1,995 shares of Preferred Bank worth $212K as of Q2 2026.
Preferred Bank was a new Robeco Institutional Asset Management position in Q2 2026.
Preferred Bank made up ﹤0.01% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #829 holding.
Robeco Institutional Asset Management first reported a position in Preferred Bank in Q1 2020 and has held it in 14 quarters since.
Robeco Institutional Asset Management's Preferred Bank position peaked at $899K in Q2 2024.
42 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.