Essential Partners’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
Q2
$4.46K Buy
42
+36
+600% +$3.46K ﹤0.01% 1602
2026
Q1
$544 Sell
6
-2
-25% -$181 ﹤0.01% 2410
2025
Q4
$755 Hold
8
﹤0.01% 2118
2025
Q3
$723 Buy
8
+5
+167% +$464 ﹤0.01% 2110
2025
Q2
$260 Buy
+3
New +$247 ﹤0.01% 1880

Other funds holding PFBC

Essential Partners's PFBC Position: Q2 2026 in Review

Essential Partners increased its Preferred Bank (PFBC) stake by 600% in Q2 2026, buying an estimated $3.46K and bringing the position to 42 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Essential Partners first reported a position in PFBC in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Essential Partners held 42 shares of Preferred Bank worth $4.46K as of Q2 2026.
  • Essential Partners bought 36 Preferred Bank shares in Q2 2026, an estimated $3.46K.
  • Preferred Bank made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1602 holding.
  • Essential Partners first reported a position in Preferred Bank in Q2 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.