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
2024
Q1 		– Sell
-1,500
Closed -$109K – 9609
2023
Q4 		$109K Buy
+1,500
New +$97.7K ﹤0.01% 5291
2023
Q3 		– Sell
-200
Closed -$10K – 9536
2023
Q2 		$10K Hold
200
– – ﹤0.01% 7421
2023
Q1 		$10K Sell
200
-500
-71% -$33.8K ﹤0.01% 7559
2022
Q4 		$52K Hold
700
– – ﹤0.01% 5838
2022
Q3 		$45K Sell
700
-400
-36% -$27.9K ﹤0.01% 6600
2022
Q2 		$74K Buy
+1,100
New +$75.3K ﹤0.01% 5973
2021
Q1 		– Sell
-1
Closed -$5K – 9737
2020
Q4 		$5K Buy
+1
New +$39 ﹤0.01% 7727

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.