SJS Investment Consulting’s Preferred Bank PFBC Stock Holding History

SJS Investment Consulting’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 Q2	$5.31K	Buy	+50	New	+$4.8K	﹤0.01%	1360

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SJS Investment Consulting's PFBC Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Preferred Bank (PFBC) in Q2 2026: 50 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings.

83 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

SJS Investment Consulting held 50 shares of Preferred Bank worth $5.31K as of Q2 2026.
Preferred Bank was a new SJS Investment Consulting position in Q2 2026.
Preferred Bank made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1360 holding.
83 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.