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Rothschild Investment LLC’s Preferred Bank PFBC Stock Holding History

Rothschild Investment LLC’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 		$6.69K Buy
63
+39
+163% +$3.75K ﹤0.01% 2112
2026
Q1 		$2.18K Buy
24
+4
+20% +$362 ﹤0.01% 2519
2025
Q4 		$1.89K Hold
20
– – ﹤0.01% 2410
2025
Q3 		$1.81K Sell
20
-10
-33% -$927 ﹤0.01% 2289
2025
Q2 		$2.6K Buy
30
+10
+50% +$824 ﹤0.01% 1881
2025
Q1 		$1.67K Hold
20
– – ﹤0.01% 2011
2024
Q4 		$1.73K Buy
+20
New +$1.77K ﹤0.01% 1894

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

Rothschild Investment LLC's PFBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Preferred Bank (PFBC) stake by 163% in Q2 2026, buying an estimated $3.75K and bringing the position to 63 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Rothschild Investment LLC first reported a position in PFBC in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Rothschild Investment LLC held 63 shares of Preferred Bank worth $6.69K as of Q2 2026.
  • Rothschild Investment LLC bought 39 Preferred Bank shares in Q2 2026, an estimated $3.75K.
  • Preferred Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2112 holding.
  • Rothschild Investment LLC first reported a position in Preferred Bank in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.