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Sound Income Strategies’s Preferred Bank PFBC Stock Holding History

Sound Income Strategies’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 		– Sell
-16
Closed -$1.49K – 1841
2026
Q1 		$1.49K Hold
16
– – ﹤0.01% 2220
2025
Q4 		$1.56K Buy
+16
New +$1.49K ﹤0.01% 2196

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's PFBC Position: Q2 2026 in Review

Sound Income Strategies sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 16 shares — an estimated $1.49K sold.

Sound Income Strategies first reported a position in PFBC in Q4 2025 and held it in 2 quarters. The position peaked at $1.56K in Q4 2025. 163 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Sound Income Strategies reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 16 Preferred Bank shares in Q2 2026, an estimated $1.49K.
  • Sound Income Strategies first reported a position in Preferred Bank in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Preferred Bank position peaked at $1.56K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.