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SummerHaven Investment Management’s
Preferred Bank
PFBC
Stock Holding History
SummerHaven Investment 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
$727K
Sell
8,016
-1,165
-13%
-$106K
0.45%
116
2025
Q4
$867K
Hold
9,181
–
–
0.49%
98
2025
Q3
$830K
Sell
9,181
-1,401
-13%
-$130K
0.48%
111
2025
Q2
$916K
Buy
10,582
+170
+2%
+$14K
0.6%
60
2025
Q1
$871K
Buy
10,412
+157
+2%
+$13.6K
0.61%
56
2024
Q4
$886K
Hold
10,255
–
–
0.55%
68
2024
Q3
$823K
Sell
10,255
-2,591
-20%
-$207K
0.5%
108
2024
Q2
$970K
Buy
12,846
+201
+2%
+$15.2K
0.64%
48
2024
Q1
$971K
Buy
12,645
+129
+1%
+$9.33K
0.61%
53
2023
Q4
$914K
Buy
12,516
+147
+1%
+$9.57K
0.59%
50
2023
Q3
$770K
Buy
12,369
+3,037
+33%
+$190K
0.57%
46
2023
Q2
$513K
Sell
9,332
-2,391
-20%
-$120K
0.33%
159
2023
Q1
$643K
Buy
11,723
+288
+3%
+$19.5K
0.37%
159
2022
Q4
$853K
Buy
11,435
+151
+1%
+$11K
0.51%
79
2022
Q3
$736K
Buy
+11,284
New
+$787K
0.51%
82
Other funds holding PFBC
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New York
$5.7T 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
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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