RFP
PFBC icon

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
Q2 		– Sell
-30
Closed -$2.72K – 2384
2026
Q1 		$2.72K Buy
+30
New +$2.72K ﹤0.01% 2185

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Root Financial Partners's PFBC Position: Q2 2026 in Review

Root Financial Partners sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 30 shares — an estimated $2.72K sold.

Root Financial Partners first reported a position in PFBC in Q1 2026 and held it in 1 quarter. The position peaked at $2.72K in Q1 2026. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Root Financial Partners reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Preferred Bank shares in Q2 2026, an estimated $2.72K.
  • Root Financial Partners first reported a position in Preferred Bank in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Preferred Bank position peaked at $2.72K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.