Cedar Mountain Advisors
PFBC icon

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
Q3 		$628 Hold
6
– – ﹤0.01% 983
2026
Q2 		$638 Hold
6
– – ﹤0.01% 1009
2026
Q1 		$544 Buy
+6
New +$544 ﹤0.01% 1003

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Y-Intercept (HK)
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Copeland Capital Management
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Cedar Mountain Advisors's PFBC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Preferred Bank (PFBC) position steady in Q3 2026 at 6 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Cedar Mountain Advisors first reported a position in PFBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $638 in Q2 2026. 27 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Cedar Mountain Advisors held 6 shares of Preferred Bank worth $628 as of Q3 2026.
  • Cedar Mountain Advisors left its Preferred Bank share count unchanged in Q3 2026.
  • Preferred Bank made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #983 holding.
  • Cedar Mountain Advisors first reported a position in Preferred Bank in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Preferred Bank position peaked at $638 in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.