Clearstead Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
Clearstead Advisors's PFBC Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Preferred Bank (PFBC) in Q2 2026: 57 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #2140 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PFBC as recently as Q4 2025.
Clearstead Advisors first reported a position in PFBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- Clearstead Advisors held 57 shares of Preferred Bank worth $6.06K as of Q2 2026.
- Preferred Bank was a new Clearstead Advisors position in Q2 2026.
- Preferred Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2140 holding.
- Clearstead Advisors first reported a position in Preferred Bank in Q2 2025 and has held it in 4 quarters since.
- Clearstead Advisors's Preferred Bank position peaked at $101K in Q4 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.