EverSource Wealth Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
EverSource Wealth Advisors's PFBC Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its Preferred Bank (PFBC) stake by 46% in Q2 2026, selling an estimated $14.8K and leaving 179 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.
EverSource Wealth Advisors first reported a position in PFBC in Q4 2021 and has held it in 13 quarters since. The position peaked at $31.3K in Q3 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- EverSource Wealth Advisors held 179 shares of Preferred Bank worth $19K as of Q2 2026.
- EverSource Wealth Advisors sold 154 Preferred Bank shares in Q2 2026, an estimated $14.8K.
- Preferred Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2464 holding.
- EverSource Wealth Advisors first reported a position in Preferred Bank in Q4 2021 and has held it in 13 quarters since.
- EverSource Wealth Advisors's Preferred Bank position peaked at $31.3K in Q3 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.