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Segall Bryant & Hamill’s Preferred Bank PFBC Stock Holding History

Segall Bryant & Hamill’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 		– Sell
-23,290
Closed -$2.2M – 628
2025
Q4 		$2.2M Buy
+23,290
New +$2.17M 0.03% 422
2025
Q3 		– Sell
-13,578
Closed -$1.18M – 626
2025
Q2 		$1.18M Sell
13,578
-37,608
-73% -$3.1M 0.02% 490
2025
Q1 		$4.28M Sell
51,186
-1,821
-3% -$158K 0.07% 331
2024
Q4 		$4.58M Sell
53,007
-7,859
-13% -$694K 0.06% 345
2024
Q3 		$4.88M Buy
60,866
+427
+0.7% +$34.1K 0.07% 337
2024
Q2 		$4.56M Buy
+60,439
New +$4.57M 0.08% 306

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

Segall Bryant & Hamill's PFBC Position: Q1 2026 in Review

Segall Bryant & Hamill sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 23,290 shares — an estimated $2.2M sold.

Segall Bryant & Hamill first reported a position in PFBC in Q2 2024 and held it in 6 quarters. The position peaked at $4.88M in Q3 2024. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Segall Bryant & Hamill reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Segall Bryant & Hamill sold 23,290 Preferred Bank shares in Q1 2026, an estimated $2.2M.
  • Segall Bryant & Hamill first reported a position in Preferred Bank in Q2 2024 and held it in 6 quarters.
  • Segall Bryant & Hamill's Preferred Bank position peaked at $4.88M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.