XT
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XTX Topco’s Preferred Bank PFBC Stock Holding History

XTX Topco’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 		$1.82M Buy
+20,102
New +$1.82M 0.03% 907
2025
Q3 		– Sell
-7,537
Closed -$652K – 3102
2025
Q2 		$652K Buy
7,537
+3,719
+97% +$306K 0.03% 928
2025
Q1 		$319K Sell
3,818
-4,245
-53% -$368K 0.02% 1357
2024
Q4 		$696K Buy
8,063
+2,447
+44% +$216K 0.06% 503
2024
Q3 		$451K Buy
5,616
+2,589
+86% +$207K 0.03% 890
2024
Q2 		$229K Buy
+3,027
New +$229K 0.02% 1144
2024
Q1 		– Sell
-5,176
Closed -$378K – 2197
2023
Q4 		$378K Sell
5,176
-5,738
-53% -$374K 0.08% 444
2023
Q3 		$679K Buy
+10,914
New +$681K 0.12% 233

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