Smartleaf Asset Management’s Preferred Bank PFBC Stock Holding History

Smartleaf Asset Management’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 Q1	$8.8K	Sell	98 -379	-79%	-$34.3K	﹤0.01%	2386
2025 Q4	$46.8K	Buy	477 +14	+3%	+$1.3K	﹤0.01%	1580
2025 Q3	$41.9K	Buy	463 +35	+8%	+$3.25K	﹤0.01%	1482
2025 Q2	$37K	Buy	428 +5	+1%	+$412	﹤0.01%	1290
2025 Q1	$35.5K	Sell	423 -139	-25%	-$12K	﹤0.01%	1324
2024 Q4	$48.9K	Buy	562 +385	+218%	+$34K	0.01%	1192
2024 Q3	$14.1K	Sell	177 -70	-28%	-$5.59K	﹤0.01%	1550
2024 Q2	$18.2K	Buy	+247	New	+$18.7K	﹤0.01%	1076

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Smartleaf Asset Management's PFBC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Preferred Bank (PFBC) stake by 79% in Q1 2026, selling an estimated $34.3K and leaving 98 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Smartleaf Asset Management first reported a position in PFBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $48.9K in Q4 2024. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Smartleaf Asset Management held 98 shares of Preferred Bank worth $8.8K as of Q1 2026.
Smartleaf Asset Management sold 379 Preferred Bank shares in Q1 2026, an estimated $34.3K.
Preferred Bank made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2386 holding.
Smartleaf Asset Management first reported a position in Preferred Bank in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Preferred Bank position peaked at $48.9K in Q4 2024.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.