Allworth Financial’s Preferred Bank PFBC Stock Holding History

Allworth Financial's PFBC Position: Q2 2026 in Review

Allworth Financial increased its Preferred Bank (PFBC) stake by 4.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,200 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Allworth Financial first reported a position in PFBC in Q3 2023 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

• Allworth Financial held 4,200 shares of Preferred Bank worth $446K as of Q2 2026.
• Allworth Financial bought 164 Preferred Bank shares in Q2 2026, an estimated $15.7K.
• Preferred Bank made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1032 holding.
• Allworth Financial first reported a position in Preferred Bank in Q3 2023 and has held it in 12 quarters since.
• 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.