Security record · archived quarter
PFBC
Preferred Bank · Financial Services · Banks - Regional
1Tracked holders
0Δ holders
4.71KShares held
$483,695Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.71K | $483,695 | n/a | n/a |
| Q2 2026 | 88 | +8 | 7.66M | $813.36M | +11 | −3 |
| Q1 2026 | 83 | -1 | 7.50M | $680.05M | +3 | −4 |
| Q4 2025 | 84 | -1 | 8.04M | $759.74M | n/a | −1 |
| Q3 2025 | 19 | +1 | 4.00M | $361.51M | +1 | n/a |
| Q2 2025 | 15 | 0 | 3.62M | $312.97M | n/a | n/a |
| Q1 2025 | 12 | 0 | 1.41M | $117.55M | n/a | n/a |
| Q4 2024 | 12 | +1 | 1.45M | $125.68M | +1 | n/a |
| Q3 2024 | 10 | 0 | 814.87K | $65.40M | n/a | n/a |
| Q2 2024 | 10 | n/a | 711.90K | $53.75M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.71K | +15.8% | $483,695 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 10.11M shares, $808.05M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
Get this via the API