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

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 $3.38T AUM 44.17% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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. 229 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.
229 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.