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Wealthspire Advisors (New York)’s Preferred Bank PFBC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-131
Closed -$11.8K – 2348
2025
Q3 		$11.8K Buy
+131
New +$12.1K ﹤0.01% 1930

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Preferred Bank (PFBC) in Q4 2025, closing a stake of 131 shares — an estimated $11.8K sold.

Wealthspire Advisors (New York) first reported a position in PFBC in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Preferred Bank position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 131 Preferred Bank shares in Q4 2025, an estimated $11.8K.
  • Wealthspire Advisors (New York) first reported a position in Preferred Bank in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Preferred Bank position peaked at $11.8K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.