EWP
PFBC icon

Elevation Wealth Partners’s Preferred Bank PFBC Stock Holding History

Elevation Wealth Partners’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 		$13.4K Buy
128
+1
+0.8% +$105 ﹤0.01% 794
2026
Q2 		$13.5K Buy
127
+1
+0.8% +$96 ﹤0.01% 715
2026
Q1 		$11.4K Buy
126
+1
+0.8% +$91 ﹤0.01% 489
2025
Q4 		$11.8K Buy
+125
New +$11.7K ﹤0.01% 457

Other funds holding PFBC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's PFBC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Preferred Bank (PFBC) stake by 0.79% in Q3 2026, buying an estimated $105 and bringing the position to 128 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Elevation Wealth Partners first reported a position in PFBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q2 2026. 14 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Elevation Wealth Partners held 128 shares of Preferred Bank worth $13.4K as of Q3 2026.
  • Elevation Wealth Partners bought 1 Preferred Bank share in Q3 2026, an estimated $105.
  • Preferred Bank made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #794 holding.
  • Elevation Wealth Partners first reported a position in Preferred Bank in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Preferred Bank position peaked at $13.5K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.