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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
Q2 		$852K Hold
8,016
– – 0.46% 107
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Vanguard Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SummerHaven Investment Management's PFBC Position: Q2 2026 in Review

SummerHaven Investment Management held its Preferred Bank (PFBC) position steady in Q2 2026 at 8,016 shares worth $852K. The position accounts for 0.46% of the portfolio, ranked #107.

SummerHaven Investment Management first reported a position in PFBC in Q3 2022 and has held it in 16 quarters since. The position peaked at $971K in Q1 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • SummerHaven Investment Management held 8,016 shares of Preferred Bank worth $852K as of Q2 2026.
  • SummerHaven Investment Management left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up 0.46% of SummerHaven Investment Management's portfolio in Q2 2026, its #107 holding.
  • SummerHaven Investment Management first reported a position in Preferred Bank in Q3 2022 and has held it in 16 quarters since.
  • SummerHaven Investment Management's Preferred Bank position peaked at $971K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.