Wedge Capital Management’s Preferred Bank PFBC Stock Holding History

Wedge Capital 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 Q3	$1.1M	Buy	10,521 +935	+10%	+$98.5K	0.02%	399
2026 Q2	$1.02M	Sell	9,586 -367	-4%	-$35.2K	0.02%	406
2026 Q1	$903K	Sell	9,953 -18	-0.2%	-$1.63K	0.02%	443
2025 Q4	$942K	Sell	9,971 -87	-0.9%	-$8.11K	0.02%	433
2025 Q3	$909K	Sell	10,058 -278	-3%	-$25.8K	0.02%	441
2025 Q2	$895K	Buy	10,336 +1	+0%	+$82	0.02%	437
2025 Q1	$865K	Buy	10,335 +1,320	+15%	+$114K	0.02%	440
2024 Q4	$779K	Sell	9,015 -277	-3%	-$24.5K	0.01%	446
2024 Q3	$746K	Sell	9,292 -446	-5%	-$35.6K	0.01%	442
2024 Q2	$735K	Sell	9,738 -238	-2%	-$18K	0.01%	431
2024 Q1	$766K	Buy	9,976 +1,945	+24%	+$141K	0.01%	430
2023 Q4	$587K	Buy	8,031 +874	+12%	+$56.9K	0.01%	422
2023 Q3	$446K	Sell	7,157 -13,444	-65%	-$839K	0.01%	430
2023 Q2	$1.13M	Buy	+20,601	New	+$1.04M	0.02%	433
2018 Q2	–	Sell	-22,227	Closed	-$1.43M	–	607
2018 Q1	$1.43M	Sell	22,227 -2,573	-10%	-$164K	0.01%	302
2017 Q4	$1.46M	Sell	24,800 -1,300	-5%	-$79K	0.01%	312
2017 Q3	$1.58M	Hold	26,100	–	–	0.01%	295
2017 Q2	$1.4M	Hold	26,100	–	–	0.01%	290
2017 Q1	$1.4M	Sell	26,100 -1,000	-4%	-$54.3K	0.01%	278
2016 Q4	$1.42M	Sell	27,100 -6,500	-19%	-$275K	0.01%	281
2016 Q3	$1.2M	Hold	33,600	–	–	0.01%	300
2016 Q2	$970K	Buy	+33,600	New	+$1.05M	0.01%	320

Other funds holding PFBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Wedge Capital Management's PFBC Position: Q3 2026 in Review

Wedge Capital Management increased its Preferred Bank (PFBC) stake by 9.8% in Q3 2026, buying an estimated $98.5K and bringing the position to 10,521 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #399.

Wedge Capital Management first reported a position in PFBC in Q2 2016 and has held it in 22 quarters since. The position peaked at $1.58M in Q3 2017. 114 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

Wedge Capital Management held 10,521 shares of Preferred Bank worth $1.1M as of Q3 2026.
Wedge Capital Management bought 935 Preferred Bank shares in Q3 2026, an estimated $98.5K.
Preferred Bank made up 0.02% of Wedge Capital Management's portfolio in Q3 2026, its #399 holding.
Wedge Capital Management first reported a position in Preferred Bank in Q2 2016 and has held it in 22 quarters since.
Wedge Capital Management's Preferred Bank position peaked at $1.58M in Q3 2017.
114 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.