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Wilmington Savings Fund Society’s Preferred Bank PFBC Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-25
Closed -$2.16K – 1867
2025
Q2 		$2.16K Hold
25
– – ﹤0.01% 1897
2025
Q1 		$2.09K Hold
25
– – ﹤0.01% 1912
2024
Q4 		$2.16K Hold
25
– – ﹤0.01% 1918
2024
Q3 		$2.01K Buy
+25
New +$2K ﹤0.01% 1915

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wilmington Savings Fund Society's PFBC Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Preferred Bank (PFBC) in Q3 2025, closing a stake of 25 shares — an estimated $2.16K sold.

Wilmington Savings Fund Society first reported a position in PFBC in Q3 2024 and held it in 4 quarters. The position peaked at $2.16K in Q2 2025. 213 funds tracked by Wall St. Rank hold PFBC as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Preferred Bank position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 25 Preferred Bank shares in Q3 2025, an estimated $2.16K.
  • Wilmington Savings Fund Society first reported a position in Preferred Bank in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Preferred Bank position peaked at $2.16K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.