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Salomon & Ludwin’s Preferred Bank PFBC Stock Holding History

Salomon & Ludwin’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 		$3.56K Sell
39
-65
-63% -$5.89K ﹤0.01% 1846
2025
Q4 		$9.99K Sell
104
-26
-20% -$2.42K ﹤0.01% 1438
2025
Q3 		$11.7K Buy
+130
New +$12.1K ﹤0.01% 1188

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

Salomon & Ludwin's PFBC Position: Q1 2026 in Review

Salomon & Ludwin reduced its Preferred Bank (PFBC) stake by 63% in Q1 2026, selling an estimated $5.89K and leaving 39 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Salomon & Ludwin first reported a position in PFBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Salomon & Ludwin held 39 shares of Preferred Bank worth $3.56K as of Q1 2026.
  • Salomon & Ludwin sold 65 Preferred Bank shares in Q1 2026, an estimated $5.89K.
  • Preferred Bank made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1846 holding.
  • Salomon & Ludwin first reported a position in Preferred Bank in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Preferred Bank position peaked at $11.7K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.