Covestor’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
$0 Buy
5
+1
+25% +$91 ﹤0.01% 2651
2025
Q4
$0 Sell
4
-86
-96% -$8.02K ﹤0.01% 2624
2025
Q3
$8K Sell
90
-46
-34% -$4.26K ﹤0.01% 1754
2025
Q2
$12K Buy
136
+127
+1,411% +$10.5K 0.01% 1482
2025
Q1
$1K Sell
9
-20
-69% -$1.73K ﹤0.01% 2066
2024
Q4
$3K Buy
29
+14
+93% +$1.24K ﹤0.01% 1818
2024
Q3
$1K Buy
15
+3
+25% +$240 ﹤0.01% 2066
2024
Q2
$1K Buy
12
+2
+20% +$151 ﹤0.01% 2090
2024
Q1
$1K Buy
10
+8
+400% +$579 ﹤0.01% 2071
2023
Q4
$0 Sell
2
-1
-33% -$65 ﹤0.01% 2565
2023
Q3
$0 Sell
3
-15
-83% -$937 ﹤0.01% 2554
2023
Q2
$1K Buy
18
+15
+500% +$755 ﹤0.01% 1997
2023
Q1
$0 Sell
3
-4
-57% -$270 ﹤0.01% 2436
2022
Q4
$1K Buy
7
+3
+75% +$219 ﹤0.01% 1915
2022
Q3
$0 Sell
4
-1
-20% -$70 ﹤0.01% 2428
2022
Q2
$0 Buy
5
+1
+25% +$68 ﹤0.01% 2244
2022
Q1
$0 Buy
+4
New +$310 ﹤0.01% 2350

Other funds holding PFBC

Covestor's PFBC Position: Q1 2026 in Review

Covestor increased its Preferred Bank (PFBC) stake by 25% in Q1 2026, buying an estimated $91 and bringing the position to 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Covestor first reported a position in PFBC in Q1 2022 and has held it in 17 quarters since. The position peaked at $12K in Q2 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

  • Covestor held 5 shares of Preferred Bank worth $0 as of Q1 2026.
  • Covestor bought 1 Preferred Bank share in Q1 2026, an estimated $91.
  • Preferred Bank made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2651 holding.
  • Covestor first reported a position in Preferred Bank in Q1 2022 and has held it in 17 quarters since.
  • Covestor's Preferred Bank position peaked at $12K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.