Simplex Trading
PFBC icon

Simplex Trading’s Preferred Bank PFBC Stock Holding History

Simplex Trading’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
-77
Closed -$6K – 9703
2025
Q3 		$6K Sell
77
-119
-61% -$11K ﹤0.01% 8218
2025
Q2 		$16K Buy
+196
New +$16.2K ﹤0.01% 6969
2023
Q4 		– Sell
-129
Closed -$8.4K – 9565
2023
Q3 		$8K Buy
+129
New +$8.05K ﹤0.01% 7349
2021
Q1 		– Sell
-63
Closed -$3K – 9738
2020
Q4 		$3K Buy
+63
New +$2.46K ﹤0.01% 7892
2020
Q3 		– Sell
-1,240
Closed -$46.3K – 8313
2020
Q2 		$53K Buy
+1,240
New +$45.6K ﹤0.01% 5441

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

Simplex Trading's PFBC Position: Q4 2025 in Review

Simplex Trading sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 77 shares — an estimated $6K sold.

Simplex Trading first reported a position in PFBC in Q2 2020 and held it in 5 quarters. The position peaked at $53K in Q2 2020. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Simplex Trading reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 77 Preferred Bank shares in Q4 2025, an estimated $6K.
  • Simplex Trading first reported a position in Preferred Bank in Q2 2020 and held it in 5 quarters.
  • Simplex Trading's Preferred Bank position peaked at $53K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.