Sheaff Brock Investment Advisors’s Preferred Bank PFBC Stock Holding History

Sheaff Brock Investment Advisors’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	$335K	Hold	4,000	–	–	0.03%	316
2024 Q4	$346K	Hold	4,000	–	–	0.03%	309
2024 Q3	$321K	Hold	4,000	–	–	0.03%	322
2024 Q2	$302K	Hold	4,000	–	–	0.03%	324
2024 Q1	$307K	Hold	4,000	–	–	0.02%	350
2023 Q4	$292K	Hold	4,000	–	–	0.02%	347
2023 Q3	$249K	Hold	4,000	–	–	0.02%	366
2023 Q2	$220K	Hold	4,000	–	–	0.02%	403
2023 Q1	$219K	Hold	4,000	–	–	0.02%	413
2022 Q4	$298K	Hold	4,000	–	–	0.03%	341
2022 Q3	$261K	Hold	4,000	–	–	0.03%	361
2022 Q2	$272K	Hold	4,000	–	–	0.02%	367
2022 Q1	$296K	Hold	4,000	–	–	0.02%	377
2021 Q4	$287K	Hold	4,000	–	–	0.02%	397
2021 Q3	$267K	Hold	4,000	–	–	0.02%	410
2021 Q2	$253K	Hold	4,000	–	–	0.02%	409
2021 Q1	$255K	Hold	4,000	–	–	0.02%	391
2020 Q4	$202K	Buy	+4,000	New	+$156K	0.02%	424
2020 Q1	–	Sell	-4,000	Closed	-$240K	–	476
2019 Q4	$240K	Hold	4,000	–	–	0.02%	373
2019 Q3	$210K	Buy	+4,000	New	+$204K	0.02%	388
2018 Q4	–	Sell	-4,000	Closed	-$234K	–	512
2018 Q3	$234K	Hold	4,000	–	–	0.02%	406
2018 Q2	$246K	Hold	4,000	–	–	0.02%	407
2018 Q1	$257K	Hold	4,000	–	–	0.03%	399
2017 Q4	$235K	Sell	4,000 -115	-3%	-$6.98K	0.03%	416
2017 Q3	$248K	Hold	4,115	–	–	0.03%	409
2017 Q2	$220K	Buy	+4,115	New	+$212K	0.03%	479

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sheaff Brock Investment Advisors's PFBC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Preferred Bank (PFBC) position steady in Q1 2025 at 4,000 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #316.

Sheaff Brock Investment Advisors first reported a position in PFBC in Q2 2017 and has held it in 26 quarters since. The position peaked at $346K in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

Sheaff Brock Investment Advisors held 4,000 shares of Preferred Bank worth $335K as of Q1 2025.
Sheaff Brock Investment Advisors left its Preferred Bank share count unchanged in Q1 2025.
Preferred Bank made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #316 holding.
Sheaff Brock Investment Advisors first reported a position in Preferred Bank in Q2 2017 and has held it in 26 quarters since.
Sheaff Brock Investment Advisors's Preferred Bank position peaked at $346K in Q4 2024.
221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.