NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in PFBC — Preferred Bank
CIK 1141802
MILWAUKEE, WI
Position in PFBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,094
-$1,514 QoQ
Shares Held
95
-25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 228 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $140,444,997 across 139 Banks - Regional names. PFBC ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,427,115 | $71,098,869 | |
| 2 | USB |
US Bancorp De
|
263,726 | $15,929,050 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
48,117 | $11,847,367 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,572 | $4,147,253 | |
| 5 | RF |
Regions Financial Corp
|
123,093 | $3,717,408 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
153,593 | $2,723,203 | |
| 7 | WSBC |
Wesbanco Inc
|
60,108 | $2,346,015 | |
| 8 | FHN |
First Horizon Corp
|
86,613 | $2,220,757 |
All Filings in PFBC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,094 | 95 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,608 | 128 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $14,731 | 156 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $11,569 | 128 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,222 | 95 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,947 | 95 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,206 | 95 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,623 | 95 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,171 | 95 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $8,060 | 105 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,670 | 105 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,913 | 95 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,224 | 95 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,206 | 95 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,088 | 95 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $6,196 | 95 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,461 | 95 | Shares | Defined | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||