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PFBC icon

SignatureFD’s Preferred Bank PFBC Stock Holding History

SignatureFD’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
Q4 		– Sell
-7
Closed -$633 – 3505
2025
Q3 		$633 Buy
+7
New +$649 ﹤0.01% 3155
2024
Q2 		– Sell
-11
Closed -$844 – 3225
2024
Q1 		$844 Buy
+11
New +$795 ﹤0.01% 2965
2021
Q2 		– Sell
-36
Closed -$2K – 3023
2021
Q1 		$2K Sell
36
-11
-23% -$622 ﹤0.01% 2513
2020
Q4 		$2K Hold
47
– – ﹤0.01% 2296
2020
Q3 		$2K Sell
47
-18
-28% -$672 ﹤0.01% 2264
2020
Q2 		$3K Buy
65
+21
+48% +$773 ﹤0.01% 2007
2020
Q1 		$1K Buy
44
+8
+22% +$419 ﹤0.01% 2165
2019
Q4 		$2K Sell
36
-4
-10% -$220 ﹤0.01% 1908
2019
Q3 		$2K Buy
+40
New +$2.04K ﹤0.01% 1836

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

SignatureFD's PFBC Position: Q4 2025 in Review

SignatureFD sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 7 shares — an estimated $633 sold.

SignatureFD first reported a position in PFBC in Q3 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2020. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • SignatureFD reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 7 Preferred Bank shares in Q4 2025, an estimated $633.
  • SignatureFD first reported a position in Preferred Bank in Q3 2019 and held it in 9 quarters.
  • SignatureFD's Preferred Bank position peaked at $3K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.