SW
PFBC icon

SkyOak Wealth’s Preferred Bank PFBC Stock Holding History

SkyOak Wealth’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 		– Sell
-3,249
Closed -$281K – 266
2024
Q4 		$281K Buy
+3,249
New +$287K 0.06% 187

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SkyOak Wealth's PFBC Position: Q1 2025 in Review

SkyOak Wealth sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 3,249 shares — an estimated $281K sold.

SkyOak Wealth first reported a position in PFBC in Q4 2024 and held it in 1 quarter. The position peaked at $281K in Q4 2024. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

  • SkyOak Wealth reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 3,249 Preferred Bank shares in Q1 2025, an estimated $281K.
  • SkyOak Wealth first reported a position in Preferred Bank in Q4 2024 and held it in 1 quarter.
  • SkyOak Wealth's Preferred Bank position peaked at $281K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.