AssetMark Inc
PFBC icon

AssetMark Inc’s Preferred Bank PFBC Stock Holding History

AssetMark Inc’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.03K Hold
85
– – ﹤0.01% 2487
2026
Q1 		$7.71K Buy
85
+80
+1,600% +$7.25K ﹤0.01% 2411
2025
Q4 		$472 Buy
+5
New +$466 ﹤0.01% 3110
2023
Q4 		– Sell
-2
Closed -$125 – 1974
2023
Q3 		$125 Buy
+2
New +$125 ﹤0.01% 1674

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KIM
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New York State Common Retirement Fund
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ETC
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Citigroup
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AssetMark Inc's PFBC Position: Q2 2026 in Review

AssetMark Inc held its Preferred Bank (PFBC) position steady in Q2 2026 at 85 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

AssetMark Inc first reported a position in PFBC in Q3 2023 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • AssetMark Inc held 85 shares of Preferred Bank worth $9.03K as of Q2 2026.
  • AssetMark Inc left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2487 holding.
  • AssetMark Inc first reported a position in Preferred Bank in Q3 2023 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.