ALPS Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Buy |
5,566
+650
| +13% | +$58.9K | ﹤0.01% | 806 |
|
|
2025
Q4 | $464K | Buy |
4,916
+54
| +1% | +$5.03K | ﹤0.01% | 785 |
|
|
2025
Q3 | $439K | Buy |
4,862
+428
| +10% | +$39.7K | ﹤0.01% | 840 |
|
|
2025
Q2 | $384K | Buy |
4,434
+54
| +1% | +$4.45K | ﹤0.01% | 799 |
|
|
2025
Q1 | $366K | Sell |
4,380
-50
| -1% | -$4.33K | ﹤0.01% | 688 |
|
|
2024
Q4 | $383K | Hold |
4,430
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $356K | Sell |
4,430
-257
| -5% | -$20.5K | ﹤0.01% | 839 |
|
|
2024
Q2 | $354K | Sell |
4,687
-26
| -0.6% | -$1.97K | ﹤0.01% | 721 |
|
|
2024
Q1 | $362K | Sell |
4,713
-404
| -8% | -$29.2K | ﹤0.01% | 747 |
|
|
2023
Q4 | $374K | Sell |
5,117
-291
| -5% | -$19K | ﹤0.01% | 720 |
|
|
2023
Q3 | $337K | Buy |
5,408
+306
| +6% | +$19.1K | ﹤0.01% | 708 |
|
|
2023
Q2 | $281K | Buy |
5,102
+40
| +0.8% | +$2.01K | ﹤0.01% | 909 |
|
|
2023
Q1 | $277K | Buy |
5,062
+381
| +8% | +$25.8K | ﹤0.01% | 948 |
|
|
2022
Q4 | $349K | Sell |
4,681
-19
| -0.4% | -$1.39K | ﹤0.01% | 748 |
|
|
2022
Q3 | $307K | Buy |
+4,700
| New | +$328K | ﹤0.01% | 744 |
|
|
2022
Q1 | – | Sell |
-6,073
| Closed | -$436K | – | 934 |
|
|
2021
Q4 | $436K | Buy |
6,073
+77
| +1% | +$5.32K | ﹤0.01% | 575 |
|
|
2021
Q3 | $400K | Buy |
5,996
+757
| +14% | +$46.4K | ﹤0.01% | 553 |
|
|
2021
Q2 | $331K | Hold |
5,239
| – | – | ﹤0.01% | 767 |
|
|
2021
Q1 | $334K | Sell |
5,239
-2,574
| -33% | -$145K | ﹤0.01% | 691 |
|
|
2020
Q4 | $394K | Sell |
7,813
-237
| -3% | -$9.25K | ﹤0.01% | 546 |
|
|
2020
Q3 | $259K | Buy |
8,050
+2,090
| +35% | +$78.1K | ﹤0.01% | 716 |
|
|
2020
Q2 | $255K | Sell |
5,960
-661
| -10% | -$24.3K | ﹤0.01% | 630 |
|
|
2020
Q1 | $224K | Buy |
6,621
+37
| +0.6% | +$1.94K | ﹤0.01% | 693 |
|
|
2019
Q4 | $396K | Sell |
6,584
-286
| -4% | -$15.7K | ﹤0.01% | 576 |
|
|
2019
Q3 | $360K | Sell |
6,870
-978
| -12% | -$49.8K | ﹤0.01% | 641 |
|
|
2019
Q2 | $371K | Sell |
7,848
-414
| -5% | -$19.4K | ﹤0.01% | 728 |
|
|
2019
Q1 | $372K | Buy |
8,262
+558
| +7% | +$26.6K | ﹤0.01% | 828 |
|
|
2018
Q4 | $334K | Sell |
7,704
-384
| -5% | -$19.6K | ﹤0.01% | 740 |
|
|
2018
Q3 | $473K | Buy |
8,088
+1,161
| +17% | +$72.8K | ﹤0.01% | 747 |
|
|
2018
Q2 | $426K | Sell |
6,927
-328
| -5% | -$21.2K | ﹤0.01% | 727 |
|
|
2018
Q1 | $466K | Sell |
7,255
-1,689
| -19% | -$108K | ﹤0.01% | 628 |
|
|
2017
Q4 | $526K | Buy |
8,944
+1
| +0% | +$61 | ﹤0.01% | 500 |
|
|
2017
Q3 | $540K | Buy |
8,943
+90
| +1% | +$4.96K | ﹤0.01% | 382 |
|
|
2017
Q2 | $473K | Buy |
8,853
+23
| +0.3% | +$1.19K | ﹤0.01% | 560 |
|
|
2017
Q1 | $474K | Buy |
+8,830
| New | +$480K | ﹤0.01% | 558 |
|
Other funds holding PFBC
VCM
N
ALPS Advisors's PFBC Position: Q1 2026 in Review
ALPS Advisors increased its Preferred Bank (PFBC) stake by 13% in Q1 2026, buying an estimated $58.9K and bringing the position to 5,566 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #806.
ALPS Advisors first reported a position in PFBC in Q1 2017 and has held it in 35 quarters since. The position peaked at $540K in Q3 2017. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.
- ALPS Advisors held 5,566 shares of Preferred Bank worth $505K as of Q1 2026.
- ALPS Advisors bought 650 Preferred Bank shares in Q1 2026, an estimated $58.9K.
- Preferred Bank made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #806 holding.
- ALPS Advisors first reported a position in Preferred Bank in Q1 2017 and has held it in 35 quarters since.
- ALPS Advisors's Preferred Bank position peaked at $540K in Q3 2017.
- 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.
Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.