T. Rowe Price Investment Management
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T. Rowe Price Investment Management’s Preferred Bank PFBC Stock Holding History

T. Rowe Price 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 		$98.1M Buy
1,082,201
+36,519
+3% +$3.31M 0.07% 252
2025
Q4 		$98.7M Sell
1,045,682
-93,455
-8% -$8.71M 0.06% 253
2025
Q3 		$103M Sell
1,139,137
-11,477
-1% -$1.06M 0.06% 267
2025
Q2 		$99.6M Buy
1,150,614
+1,630
+0.1% +$134K 0.06% 279
2025
Q1 		$96.1M Buy
1,148,984
+19,697
+2% +$1.71M 0.06% 285
2024
Q4 		$97.5M Buy
1,129,287
+5,114
+0.5% +$451K 0.06% 297
2024
Q3 		$90.2M Buy
1,124,173
+43,549
+4% +$3.48M 0.05% 312
2024
Q2 		$81.6M Buy
1,080,624
+6,353
+0.6% +$480K 0.05% 315
2024
Q1 		$82.5M Buy
1,074,271
+205,626
+24% +$14.9M 0.05% 317
2023
Q4 		$63.5M Sell
868,645
-478,312
-36% -$31.2M 0.04% 357
2023
Q3 		$83.8M Buy
1,346,957
+500
+0% +$31.2K 0.06% 283
2023
Q2 		$74M Buy
1,346,457
+296,820
+28% +$14.9M 0.05% 311
2023
Q1 		$57.5M Buy
1,049,637
+6,822
+0.7% +$461K 0.04% 346
2022
Q4 		$77.8M Sell
1,042,815
-717
-0.1% -$52.3K 0.06% 297
2022
Q3 		$68.1M Buy
+1,043,532
New +$72.8M 0.05% 304

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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management's PFBC Position: Q1 2026 in Review

T. Rowe Price Investment Management increased its Preferred Bank (PFBC) stake by 3.5% in Q1 2026, buying an estimated $3.31M and bringing the position to 1,082,201 shares worth $98.1M. The position accounts for 0.07% of the portfolio, ranked #252.

T. Rowe Price Investment Management first reported a position in PFBC in Q3 2022 and has held it in 15 quarters since. The position peaked at $103M in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • T. Rowe Price Investment Management held 1,082,201 shares of Preferred Bank worth $98.1M as of Q1 2026.
  • T. Rowe Price Investment Management bought 36,519 Preferred Bank shares in Q1 2026, an estimated $3.31M.
  • Preferred Bank made up 0.07% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #252 holding.
  • T. Rowe Price Investment Management first reported a position in Preferred Bank in Q3 2022 and has held it in 15 quarters since.
  • T. Rowe Price Investment Management's Preferred Bank position peaked at $103M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.