Farther Finance Advisors’s Preferred Bank PFBC Stock Holding History

Farther Finance 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 Q2	$2.65K	Buy	25 +7	+39%	+$672	﹤0.01%	5068
2026 Q1	$1.65K	Buy	18 +9	+100%	+$815	﹤0.01%	4959
2025 Q4	$850	Hold	9	–	–	﹤0.01%	4946
2025 Q3	$814	Buy	9 +2	+29%	+$185	﹤0.01%	4429
2025 Q2	$606	Sell	7 -11	-61%	-$907	﹤0.01%	4006
2025 Q1	$1.51K	Hold	18	–	–	﹤0.01%	3485
2024 Q4	$1.55K	Hold	18	–	–	﹤0.01%	3100
2024 Q3	$1.45K	Buy	18 +2	+13%	+$160	﹤0.01%	3117
2024 Q2	$1.2K	Hold	16	–	–	﹤0.01%	3000
2024 Q1	$1.22K	Buy	16 +5	+45%	+$362	﹤0.01%	2697
2023 Q4	$804	Sell	11 -13	-54%	-$847	﹤0.01%	2813
2023 Q3	$1.49K	Hold	24	–	–	﹤0.01%	1960
2023 Q2	$1.32K	Hold	24	–	–	﹤0.01%	1889
2023 Q1	$1.31K	Hold	24	–	–	﹤0.01%	1776
2022 Q4	$1.79K	Buy	+24	New	+$1.75K	﹤0.01%	1491

Other funds holding PFBC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Farther Finance Advisors's PFBC Position: Q2 2026 in Review

Farther Finance Advisors increased its Preferred Bank (PFBC) stake by 39% in Q2 2026, buying an estimated $672 and bringing the position to 25 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #5068.

Farther Finance Advisors first reported a position in PFBC in Q4 2022 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Farther Finance Advisors held 25 shares of Preferred Bank worth $2.65K as of Q2 2026.
Farther Finance Advisors bought 7 Preferred Bank shares in Q2 2026, an estimated $672.
Preferred Bank made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5068 holding.
Farther Finance Advisors first reported a position in Preferred Bank in Q4 2022 and has held it in 15 quarters since.
34 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.