Virtus Investment Advisers’s Preferred Bank PFBC Stock Holding History

Virtus Investment 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 Q1	–	Sell	-4,238	Closed	-$366K	–	639
2024 Q4	$366K	Sell	4,238 -3,400	-45%	-$300K	0.29%	114
2024 Q3	$613K	Hold	7,638	–	–	0.48%	53
2024 Q2	$577K	Hold	7,638	–	–	0.49%	59
2024 Q1	$586K	Hold	7,638	–	–	0.42%	67
2023 Q4	$558K	Hold	7,638	–	–	0.42%	66
2023 Q3	$475K	Hold	7,638	–	–	0.32%	78
2023 Q2	$420K	Hold	7,638	–	–	0.29%	104
2023 Q1	$419K	Sell	7,638 -1,947	-20%	-$132K	0.29%	105
2022 Q4	$715K	Hold	9,585	–	–	0.48%	56
2022 Q3	$625K	Buy	+9,585	New	+$669K	0.29%	57

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Virtus Investment Advisers's PFBC Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Preferred Bank (PFBC) in Q1 2025, closing a stake of 4,238 shares — an estimated $366K sold.

Virtus Investment Advisers first reported a position in PFBC in Q3 2022 and held it in 10 quarters. The position peaked at $715K in Q4 2022. 221 funds tracked by Wall St. Rank hold PFBC as of Q1 2025.

Virtus Investment Advisers reported no remaining Preferred Bank position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 4,238 Preferred Bank shares in Q1 2025, an estimated $366K.
Virtus Investment Advisers first reported a position in Preferred Bank in Q3 2022 and held it in 10 quarters.
Virtus Investment Advisers's Preferred Bank position peaked at $715K in Q4 2022.
221 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.