EverSource Wealth Advisors’s Preferred Bank PFBC Stock Holding History

EverSource Wealth Advisors’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 Q1	$30.2K	Buy	333 +34	+11%	+$3.08K	﹤0.01%	2242
2025 Q4	$28.2K	Sell	299 -47	-14%	-$4.38K	﹤0.01%	2155
2025 Q3	$31.3K	Buy	346 +15	+5%	+$1.39K	﹤0.01%	2030
2025 Q2	$28.6K	Buy	331 +306	+1,224%	+$25.2K	﹤0.01%	2013
2025 Q1	$2.09K	Sell	25 -7	-22%	-$607	﹤0.01%	2908
2024 Q4	$2.76K	Buy	+32	New	+$2.83K	﹤0.01%	2589
2023 Q2	–	Sell	-28	Closed	-$1.53K	–	2579
2023 Q1	$1.53K	Sell	28 -47	-63%	-$3.18K	﹤0.01%	2017
2022 Q4	$5.6K	Hold	75	–	–	﹤0.01%	1556
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	1391
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	1280
2022 Q1	$6K	Hold	75	–	–	﹤0.01%	1188
2021 Q4	$5K	Buy	+75	New	+$5.19K	﹤0.01%	1271

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EverSource Wealth Advisors's PFBC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Preferred Bank (PFBC) stake by 11% in Q1 2026, buying an estimated $3.08K and bringing the position to 333 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

EverSource Wealth Advisors first reported a position in PFBC in Q4 2021 and has held it in 12 quarters since. The position peaked at $31.3K in Q3 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

EverSource Wealth Advisors held 333 shares of Preferred Bank worth $30.2K as of Q1 2026.
EverSource Wealth Advisors bought 34 Preferred Bank shares in Q1 2026, an estimated $3.08K.
Preferred Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2242 holding.
EverSource Wealth Advisors first reported a position in Preferred Bank in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Preferred Bank position peaked at $31.3K in Q3 2025.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.