Virtus ETF Advisers’s Preferred Bank PFBC Stock Holding History

Virtus ETF Advisers’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 Q2	–	Sell	-4,411	Closed	-$369K	–	484
2025 Q1	$369K	Buy	+4,411	New	+$382K	0.24%	127

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Virtus ETF Advisers's PFBC Position: Q2 2025 in Review

Virtus ETF Advisers sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 4,411 shares — an estimated $369K sold.

Virtus ETF Advisers first reported a position in PFBC in Q1 2025 and held it in 1 quarter. The position peaked at $369K in Q1 2025. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

Virtus ETF Advisers reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
Virtus ETF Advisers sold 4,411 Preferred Bank shares in Q2 2025, an estimated $369K.
Virtus ETF Advisers first reported a position in Preferred Bank in Q1 2025 and held it in 1 quarter.
Virtus ETF Advisers's Preferred Bank position peaked at $369K in Q1 2025.
209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on Virtus ETF Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.