SG Americas Securities
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SG Americas Securities’s Preferred Bank PFBC Stock Holding History

SG Americas 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
Q1 		$387K Sell
4,268
-1,676
-28% -$152K ﹤0.01% 2321
2025
Q4 		$561K Sell
5,944
-2,894
-33% -$270K ﹤0.01% 2424
2025
Q3 		$799K Buy
8,838
+5,457
+161% +$506K ﹤0.01% 1683
2025
Q2 		$293K Sell
3,381
-1,241
-27% -$102K ﹤0.01% 2020
2025
Q1 		$387K Sell
4,622
-1,223
-21% -$106K ﹤0.01% 1989
2024
Q4 		$505K Buy
5,845
+2,183
+60% +$193K ﹤0.01% 1337
2024
Q3 		$294K Buy
+3,662
New +$293K ﹤0.01% 2165
2024
Q2 		– Sell
-1,543
Closed -$118K – 3199
2024
Q1 		$118K Buy
+1,543
New +$112K ﹤0.01% 2427
2023
Q4 		– Sell
-3,720
Closed -$232K – 3357
2023
Q3 		$232K Buy
+3,720
New +$232K ﹤0.01% 2225
2022
Q3 		– Sell
-3,881
Closed -$264K – 3466
2022
Q2 		$264K Buy
+3,881
New +$266K ﹤0.01% 2474
2022
Q1 		– Sell
-12,035
Closed -$864K – 3325
2021
Q4 		$864K Sell
12,035
-5,239
-30% -$362K ﹤0.01% 1755
2021
Q3 		$1.15M Buy
+17,274
New +$1.06M 0.01% 1783
2021
Q2 		– Sell
-2,987
Closed -$190K – 3147
2021
Q1 		$190K Sell
2,987
-4,980
-63% -$281K ﹤0.01% 2703
2020
Q4 		$402K Buy
+7,967
New +$311K ﹤0.01% 2151
2020
Q3 		– Sell
-3,806
Closed -$163K – 3269
2020
Q2 		$163K Buy
+3,806
New +$140K ﹤0.01% 3024
2019
Q3 		– Sell
-2,283
Closed -$108K – 3161
2019
Q2 		$108K Sell
2,283
-2,144
-48% -$101K ﹤0.01% 2771
2019
Q1 		$199K Buy
+4,427
New +$211K ﹤0.01% 2581
2017
Q2 		– Sell
-3,726
Closed -$200K – 3420
2017
Q1 		$200K Buy
3,726
+1,732
+87% +$94.1K ﹤0.01% 2437
2016
Q4 		$105K Buy
+1,994
New +$84.5K ﹤0.01% 2839

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

SG Americas Securities's PFBC Position: Q1 2026 in Review

SG Americas Securities reduced its Preferred Bank (PFBC) stake by 28% in Q1 2026, selling an estimated $152K and leaving 4,268 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

SG Americas Securities first reported a position in PFBC in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2021. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • SG Americas Securities held 4,268 shares of Preferred Bank worth $387K as of Q1 2026.
  • SG Americas Securities sold 1,676 Preferred Bank shares in Q1 2026, an estimated $152K.
  • Preferred Bank made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #2321 holding.
  • SG Americas Securities first reported a position in Preferred Bank in Q4 2016 and has held it in 19 quarters since.
  • SG Americas Securities's Preferred Bank position peaked at $1.15M in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.