CMA
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Cedar Mountain Advisors’s Preferred Bank PFBC Stock Holding History

Cedar Mountain Advisors’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 		$638 Hold
6
– – ﹤0.01% 1009
2026
Q1 		$544 Buy
+6
New +$544 ﹤0.01% 1003

Other funds holding PFBC

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors's PFBC Position: Q2 2026 in Review

Cedar Mountain Advisors held its Preferred Bank (PFBC) position steady in Q2 2026 at 6 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Cedar Mountain Advisors first reported a position in PFBC in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Cedar Mountain Advisors held 6 shares of Preferred Bank worth $638 as of Q2 2026.
  • Cedar Mountain Advisors left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1009 holding.
  • Cedar Mountain Advisors first reported a position in Preferred Bank in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.