RFP
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Root Financial Partners’s Preferred Bank PFBC Stock Holding History

Root Financial Partners’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 		$2.72K Buy
+30
New +$2.72K ﹤0.01% 2185

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

Root Financial Partners's PFBC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Preferred Bank (PFBC) in Q1 2026: 30 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings.

206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Root Financial Partners held 30 shares of Preferred Bank worth $2.72K as of Q1 2026.
  • Preferred Bank was a new Root Financial Partners position in Q1 2026.
  • Preferred Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2185 holding.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.