VI
PFBC icon

Versor Investments’s Preferred Bank PFBC Stock Holding History

Versor Investments’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 		– Sell
-4,904
Closed -$463K – 435
2025
Q4 		$463K Buy
+4,904
New +$457K 0.07% 355
2024
Q4 		– Sell
-16,154
Closed -$1.3M – 928
2024
Q3 		$1.3M Buy
16,154
+3,600
+29% +$288K 0.21% 118
2024
Q2 		$948K Sell
12,554
-600
-5% -$45.4K 0.17% 161
2024
Q1 		$1.01M Sell
13,154
-2,900
-18% -$210K 0.2% 136
2023
Q4 		$1.17M Buy
16,054
+10,000
+165% +$651K 0.24% 94
2023
Q3 		$377K Sell
6,054
-9,600
-61% -$599K 0.08% 408
2023
Q2 		$861K Buy
15,654
+3,854
+33% +$194K 0.15% 110
2023
Q1 		$647K Buy
11,800
+5,000
+74% +$338K 0.08% 230
2022
Q4 		$507K Buy
+6,800
New +$496K 0.04% 346

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Versor Investments's PFBC Position: Q1 2026 in Review

Versor Investments sold out of Preferred Bank (PFBC) in Q1 2026, closing a stake of 4,904 shares — an estimated $463K sold.

Versor Investments first reported a position in PFBC in Q4 2022 and held it in 9 quarters. The position peaked at $1.3M in Q3 2024. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Versor Investments reported no remaining Preferred Bank position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 4,904 Preferred Bank shares in Q1 2026, an estimated $463K.
  • Versor Investments first reported a position in Preferred Bank in Q4 2022 and held it in 9 quarters.
  • Versor Investments's Preferred Bank position peaked at $1.3M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.