Verition Fund Management
PFBC icon

Verition Fund Management’s Preferred Bank PFBC Stock Holding History

Verition Fund 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
2025
Q3 		– Sell
-2,678
Closed -$232K – 3949
2025
Q2 		$232K Sell
2,678
-177
-6% -$14.6K ﹤0.01% 3313
2025
Q1 		$239K Buy
+2,855
New +$247K ﹤0.01% 2972
2023
Q3 		– Sell
-5,535
Closed -$304K – 2599
2023
Q2 		$304K Buy
+5,535
New +$278K ﹤0.01% 1550

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Dimensional Fund Advisors
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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Verition Fund Management's PFBC Position: Q3 2025 in Review

Verition Fund Management sold out of Preferred Bank (PFBC) in Q3 2025, closing a stake of 2,678 shares — an estimated $232K sold.

Verition Fund Management first reported a position in PFBC in Q2 2023 and held it in 3 quarters. The position peaked at $304K in Q2 2023. 213 funds tracked by Wall St. Rank hold PFBC as of Q3 2025.

  • Verition Fund Management reported no remaining Preferred Bank position as of Q3 2025 after selling out during the quarter.
  • Verition Fund Management sold 2,678 Preferred Bank shares in Q3 2025, an estimated $232K.
  • Verition Fund Management first reported a position in Preferred Bank in Q2 2023 and held it in 3 quarters.
  • Verition Fund Management's Preferred Bank position peaked at $304K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2025.

Based on Verition Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.