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 Q3	$7.02K	Buy	+67	New	+$7.06K	﹤0.01%	2086
2026 Q2	–	Sell	-30	Closed	-$2.72K	–	2384
2026 Q1	$2.72K	Buy	+30	New	+$2.72K	﹤0.01%	2185

Other funds holding PFBC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Root Financial Partners's PFBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Preferred Bank (PFBC) in Q3 2026: 67 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #2086 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFBC as recently as Q1 2026.

Root Financial Partners first reported a position in PFBC in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

Root Financial Partners held 67 shares of Preferred Bank worth $7.02K as of Q3 2026.
Preferred Bank was a new Root Financial Partners position in Q3 2026.
Preferred Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2086 holding.
Root Financial Partners first reported a position in Preferred Bank in Q1 2026 and has held it in 2 quarters since.
98 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.