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Essential Partners’s Preferred Bank PFBC Stock Holding History

Essential 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 		$4.5K Buy
43
+1
+2% +$105 ﹤0.01% 1564
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

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's PFBC Position: Q3 2026 in Review

Essential Partners increased its Preferred Bank (PFBC) stake by 2.4% in Q3 2026, buying an estimated $105 and bringing the position to 43 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Essential Partners first reported a position in PFBC in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Essential Partners held 43 shares of Preferred Bank worth $4.5K as of Q3 2026.
  • Essential Partners bought 1 Preferred Bank share in Q3 2026, an estimated $105.
  • Preferred Bank made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1564 holding.
  • Essential Partners first reported a position in Preferred Bank in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.