Salomon & Ludwin
PFBC icon

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
Q3 		$4.08K Hold
39
– – ﹤0.01% 1516
2026
Q2 		$4.21K Hold
39
– – ﹤0.01% 1861
2026
Q1 		$3.56K Sell
39
-65
-63% -$5.89K ﹤0.01% 1846
2025
Q4 		$10K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Salomon & Ludwin's PFBC Position: Q3 2026 in Review

Salomon & Ludwin held its Preferred Bank (PFBC) position steady in Q3 2026 at 39 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Salomon & Ludwin first reported a position in PFBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.7K in Q3 2025. 115 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Salomon & Ludwin held 39 shares of Preferred Bank worth $4.08K as of Q3 2026.
  • Salomon & Ludwin left its Preferred Bank share count unchanged in Q3 2026.
  • Preferred Bank made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1516 holding.
  • Salomon & Ludwin first reported a position in Preferred Bank in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Preferred Bank position peaked at $11.7K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.