PFBC close: $63 on 2023-08-21 to $104 on 2026-08-21.
Split-adj closes · 240 of 5,310 · price returnⓘ
At a glance
Days to cover9.9d
Top-10 13F concentration58.0%
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentals
Standardized fundamentals arrive with the next data build.
Trailing returns
YTD+13.4%
1Y+18.9%
3Y+83.4%
5Y+102.5%
10Y+303.4%
Since incept. (ann.)+0.6%
Total return · from 2005-07-11ⓘ
Risk
Ann. volatility (1Y)24.6%
Ann. volatility (3Y)28.3%
Sharpe (1Y)0.82
Sharpe (3Y)0.86
Max drawdown (1Y)−18.6%
Max drawdown (3Y)−21.5%
Beta (3Y vs SPY)0.51
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
1.2M
$109M
—
−0.1%
T. Rowe Price Investment Management, Inc.
1.1M
$98M
—
−25.1%
STATE STREET CORP
588,589
$53M
—
+8.8%
DIMENSIONAL FUND ADVISORS LP
579,154
$53M
—
−1.2%
VANGUARD CAPITAL MANAGEMENT LLC
501,919
$46M
—
new
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
416,788
$38M
—
−15.8%
AMERICAN CENTURY COMPANIES INC
400,320
$36M
—
+9.3%
Boston Partners
395,947
$36M
—
−19.7%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for PFBC.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
