Elevation Wealth Partners’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
Elevation Wealth Partners's PFBC Position: Q2 2026 in Review
Elevation Wealth Partners increased its Preferred Bank (PFBC) stake by 0.79% in Q2 2026, buying an estimated $96 and bringing the position to 127 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #715.
Elevation Wealth Partners first reported a position in PFBC in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- Elevation Wealth Partners held 127 shares of Preferred Bank worth $13.5K as of Q2 2026.
- Elevation Wealth Partners bought 1 Preferred Bank share in Q2 2026, an estimated $96.
- Preferred Bank made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #715 holding.
- Elevation Wealth Partners first reported a position in Preferred Bank in Q4 2025 and has held it in 3 quarters since.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.