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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
Q2 		$4.21K Hold
39
– – ﹤0.01% 1861
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 $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

Salomon & Ludwin's PFBC Position: Q2 2026 in Review

Salomon & Ludwin held its Preferred Bank (PFBC) position steady in Q2 2026 at 39 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Salomon & Ludwin first reported a position in PFBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q3 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Salomon & Ludwin held 39 shares of Preferred Bank worth $4.21K as of Q2 2026.
  • Salomon & Ludwin left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1861 holding.
  • Salomon & Ludwin first reported a position in Preferred Bank in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Preferred Bank position peaked at $11.7K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.