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SBI Securities’s Preferred Bank PFBC Stock Holding History

SBI Securities’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 		$106 Hold
1
– – ﹤0.01% 3496
2026
Q1 		$91 Hold
1
– – ﹤0.01% 3431
2025
Q4 		$94 Hold
1
– – ﹤0.01% 3426
2025
Q3 		$90 Hold
1
– – ﹤0.01% 3545
2025
Q2 		$87 Hold
1
– – ﹤0.01% 3581
2025
Q1 		$84 Sell
1
-5
-83% -$433 ﹤0.01% 3501
2024
Q4 		$518 Buy
+6
New +$530 ﹤0.01% 2878

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

SBI Securities's PFBC Position: Q2 2026 in Review

SBI Securities held its Preferred Bank (PFBC) position steady in Q2 2026 at 1 share worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

SBI Securities first reported a position in PFBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $518 in Q4 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • SBI Securities held 1 share of Preferred Bank worth $106 as of Q2 2026.
  • SBI Securities left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3496 holding.
  • SBI Securities first reported a position in Preferred Bank in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Preferred Bank position peaked at $518 in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.