State Board of Administration of Florida Retirement System’s Preferred Bank PFBC Stock Holding History

State Board of Administration of Florida Retirement System’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 Q2	–	Sell	-6,871	Closed	-$575K	–	2191
2025 Q1	$575K	Hold	6,871	–	–	﹤0.01%	1420
2024 Q4	$594K	Sell	6,871 -298	-4%	-$26.3K	﹤0.01%	1456
2024 Q3	$575K	Hold	7,169	–	–	﹤0.01%	1492
2024 Q2	$541K	Buy	+7,169	New	+$542K	﹤0.01%	1481
2024 Q1	–	Sell	-3,820	Closed	-$279K	–	2376
2023 Q4	$279K	Hold	3,820	–	–	﹤0.01%	1919
2023 Q3	$238K	Buy	3,820 +20	+0.5%	+$1.25K	﹤0.01%	1966
2023 Q2	$209K	Buy	+3,800	New	+$191K	﹤0.01%	2092
2022 Q2	–	Sell	-3,215	Closed	-$238K	–	2386
2022 Q1	$238K	Hold	3,215	–	–	﹤0.01%	2102
2021 Q4	$231K	Hold	3,215	–	–	﹤0.01%	2165
2021 Q3	$214K	Hold	3,215	–	–	﹤0.01%	2234
2021 Q2	$203K	Hold	3,215	–	–	﹤0.01%	2280
2021 Q1	$205K	Buy	+3,215	New	+$182K	﹤0.01%	2216
2020 Q3	–	Sell	-5,552	Closed	-$238K	–	2333
2020 Q2	$238K	Buy	+5,552	New	+$204K	﹤0.01%	1978

Other funds holding PFBC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

State Board of Administration of Florida Retirement System's PFBC Position: Q2 2025 in Review

State Board of Administration of Florida Retirement System sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 6,871 shares — an estimated $575K sold.

State Board of Administration of Florida Retirement System first reported a position in PFBC in Q2 2020 and held it in 13 quarters. The position peaked at $594K in Q4 2024. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

State Board of Administration of Florida Retirement System reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
State Board of Administration of Florida Retirement System sold 6,871 Preferred Bank shares in Q2 2025, an estimated $575K.
State Board of Administration of Florida Retirement System first reported a position in Preferred Bank in Q2 2020 and held it in 13 quarters.
State Board of Administration of Florida Retirement System's Preferred Bank position peaked at $594K in Q4 2024.
209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q2 2025, filed 13 Aug 2025.