Voloridge Investment Management
PFBC icon

Voloridge Investment Management’s Preferred Bank PFBC Stock Holding History

Voloridge Investment 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
2026
Q1 		$730K Sell
8,047
-20,895
-72% -$1.89M ﹤0.01% 918
2025
Q4 		$2.73M Sell
28,942
-12,659
-30% -$1.18M 0.01% 876
2025
Q3 		$3.76M Sell
41,601
-1,840
-4% -$171K 0.01% 808
2025
Q2 		$3.76M Buy
43,441
+2,267
+6% +$187K 0.01% 827
2025
Q1 		$3.44M Buy
41,174
+17,113
+71% +$1.48M 0.01% 872
2024
Q4 		$2.08M Sell
24,061
-1,625
-6% -$143K 0.01% 940
2024
Q3 		$2.06M Buy
25,686
+4,563
+22% +$365K 0.01% 929
2024
Q2 		$1.59M Buy
21,123
+9,732
+85% +$736K 0.01% 986
2024
Q1 		$874K Sell
11,391
-1,465
-11% -$106K ﹤0.01% 987
2023
Q4 		$939K Buy
12,856
+6,940
+117% +$452K ﹤0.01% 955
2023
Q3 		$368K Buy
+5,916
New +$369K ﹤0.01% 1252

Other funds holding PFBC

BlackRock
BlackRock New York $5.7T 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