TFC Financial Management’s Preferred Bank PFBC Stock Holding History

TFC Financial 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	$107	Hold	1	–	–	﹤0.01%	910
2026 Q1	$91	Hold	1	–	–	﹤0.01%	885
2025 Q4	$95	Hold	1	–	–	﹤0.01%	871
2025 Q3	$91	Hold	1	–	–	﹤0.01%	905
2025 Q2	$87	Hold	1	–	–	﹤0.01%	906
2025 Q1	$84	Hold	1	–	–	﹤0.01%	850
2024 Q4	$87	Hold	1	–	–	﹤0.01%	854
2024 Q3	$81	Hold	1	–	–	﹤0.01%	883
2024 Q2	$76	Buy	+1	New	+$76	﹤0.01%	864

Other funds holding PFBC

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

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFC Financial Management's PFBC Position: Q2 2026 in Review

TFC Financial Management held its Preferred Bank (PFBC) position steady in Q2 2026 at 1 share worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #910.

TFC Financial Management first reported a position in PFBC in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

TFC Financial Management held 1 share of Preferred Bank worth $107 as of Q2 2026.
TFC Financial Management left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #910 holding.
TFC Financial Management first reported a position in Preferred Bank in Q2 2024 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.