UBS Group’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.42M | Buy |
81,771
+23,471
| +40% | +$2.13M | ﹤0.01% | 3649 |
|
|
2025
Q4 | $5.51M | Sell |
58,300
-24,983
| -30% | -$2.33M | ﹤0.01% | 3930 |
|
|
2025
Q3 | $7.53M | Sell |
83,283
-94,931
| -53% | -$8.8M | ﹤0.01% | 3603 |
|
|
2025
Q2 | $15.4M | Sell |
178,214
-27,575
| -13% | -$2.27M | ﹤0.01% | 2652 |
|
|
2025
Q1 | $17.2M | Buy |
205,789
+2,621
| +1% | +$227K | ﹤0.01% | 2500 |
|
|
2024
Q4 | $17.5M | Buy |
203,168
+186,583
| +1,125% | +$16.5M | ﹤0.01% | 2467 |
|
|
2024
Q3 | $1.33M | Sell |
16,585
-3,831
| -19% | -$306K | ﹤0.01% | 4383 |
|
|
2024
Q2 | $1.54M | Buy |
20,416
+7,687
| +60% | +$581K | ﹤0.01% | 4024 |
|
|
2024
Q1 | $977K | Sell |
12,729
-3,829
| -23% | -$277K | ﹤0.01% | 4613 |
|
|
2023
Q4 | $1.21M | Buy |
16,558
+12,037
| +266% | +$784K | ﹤0.01% | 4334 |
|
|
2023
Q3 | $281K | Sell |
4,521
-3,977
| -47% | -$248K | ﹤0.01% | 5111 |
|
|
2023
Q2 | $467K | Sell |
8,498
-3,483
| -29% | -$175K | ﹤0.01% | 4879 |
|
|
2023
Q1 | $657K | Buy |
11,981
+6,825
| +132% | +$461K | ﹤0.01% | 4483 |
|
|
2022
Q4 | $385K | Sell |
5,156
-370
| -7% | -$27K | ﹤0.01% | 4926 |
|
|
2022
Q3 | $361K | Buy |
5,526
+5,414
| +4,834% | +$378K | ﹤0.01% | 4617 |
|
|
2022
Q2 | $8K | Sell |
112
-7,827
| -99% | -$536K | ﹤0.01% | 8331 |
|
|
2022
Q1 | $589K | Sell |
7,939
-2,447
| -24% | -$190K | ﹤0.01% | 4571 |
|
|
2021
Q4 | $746K | Buy |
10,386
+4,739
| +84% | +$328K | ﹤0.01% | 4643 |
|
|
2021
Q3 | $377K | Sell |
5,647
-9,609
| -63% | -$589K | ﹤0.01% | 4903 |
|
|
2021
Q2 | $965K | Buy |
15,256
+2,859
| +23% | +$190K | ﹤0.01% | 4207 |
|
|
2021
Q1 | $789K | Sell |
12,397
-1,836
| -13% | -$104K | ﹤0.01% | 4481 |
|
|
2020
Q4 | $718K | Buy |
14,233
+4,489
| +46% | +$175K | ﹤0.01% | 4288 |
|
|
2020
Q3 | $313K | Sell |
9,744
-1,180
| -11% | -$44.1K | ﹤0.01% | 4521 |
|
|
2020
Q2 | $468K | Buy |
10,924
+1,340
| +14% | +$49.3K | ﹤0.01% | 4195 |
|
|
2020
Q1 | $324K | Sell |
9,584
-7,763
| -45% | -$406K | ﹤0.01% | 4336 |
|
|
2019
Q4 | $1.04M | Buy |
17,347
+3,222
| +23% | +$177K | ﹤0.01% | 4172 |
|
|
2019
Q3 | $740K | Buy |
14,125
+3,874
| +38% | +$197K | ﹤0.01% | 4232 |
|
|
2019
Q2 | $485K | Buy |
10,251
+3,710
| +57% | +$174K | ﹤0.01% | 4323 |
|
|
2019
Q1 | $295K | Sell |
6,541
-6,448
| -50% | -$307K | ﹤0.01% | 4378 |
|
|
2018
Q4 | $563K | Buy |
12,989
+5,480
| +73% | +$280K | ﹤0.01% | 4169 |
|
|
2018
Q3 | $439K | Buy |
7,509
+5,157
| +219% | +$323K | ﹤0.01% | 4505 |
|
|
2018
Q2 | $145K | Sell |
2,352
-299
| -11% | -$19.3K | ﹤0.01% | 5180 |
|
|
2018
Q1 | $170K | Buy |
2,651
+2,299
| +653% | +$147K | ﹤0.01% | 4882 |
|
|
2017
Q4 | $21K | Sell |
352
-1,220
| -78% | -$74.1K | ﹤0.01% | 6520 |
|
|
2017
Q3 | $95K | Buy |
1,572
+1,205
| +328% | +$66.4K | ﹤0.01% | 5346 |
|
|
2017
Q2 | $20K | Buy |
367
+278
| +312% | +$14.3K | ﹤0.01% | 6301 |
|
|
2017
Q1 | $5K | Sell |
89
-2,236
| -96% | -$121K | ﹤0.01% | 6990 |
|
|
2016
Q4 | $122K | Buy |
+2,325
| New | +$98.5K | ﹤0.01% | 5149 |
|
|
2016
Q1 | – | Sell |
-1,089
| Closed | -$36K | – | 8028 |
|
|
2015
Q4 | $36K | Sell |
1,089
-2,279
| -68% | -$77K | ﹤0.01% | 6145 |
|
|
2015
Q3 | $106K | Buy |
+3,368
| New | +$104K | ﹤0.01% | 5186 |
|
|
2015
Q1 | – | Sell |
-660
| Closed | -$18K | – | 9223 |
|
|
2014
Q4 | $18K | Buy |
+660
| New | +$16.8K | ﹤0.01% | 7802 |
|
Other funds holding PFBC
VCM
N