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Scientech Research LLC’s Preferred Bank PFBC Stock Holding History

Scientech Research 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
2025
Q1 		– Sell
-3,863
Closed -$334K – 752
2024
Q4 		$334K Buy
+3,863
New +$341K 0.09% 397
2024
Q1 		– Sell
-3,422
Closed -$249K – 537
2023
Q4 		$249K Buy
+3,422
New +$223K 0.25% 166

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Scientech Research LLC's PFBC Position: Q1 2025 in Review

Scientech Research LLC sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 3,863 shares — an estimated $334K sold.

Scientech Research LLC first reported a position in PFBC in Q4 2023 and held it in 2 quarters. The position peaked at $334K in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • Scientech Research LLC reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • Scientech Research LLC sold 3,863 Preferred Bank shares in Q1 2025, an estimated $334K.
  • Scientech Research LLC first reported a position in Preferred Bank in Q4 2023 and held it in 2 quarters.
  • Scientech Research LLC's Preferred Bank position peaked at $334K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Scientech Research LLC's 13F filing for Q1 2025, filed 15 May 2025.