Farther Finance Advisors
PFBC icon

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
Q3 		$9.74K Buy
93
+68
+272% +$7.16K ﹤0.01% 4633
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

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's PFBC Position: Q3 2026 in Review

Farther Finance Advisors increased its Preferred Bank (PFBC) stake by 272% in Q3 2026, buying an estimated $7.16K and bringing the position to 93 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4633.

Farther Finance Advisors first reported a position in PFBC in Q4 2022 and has held it in 16 quarters since. 15 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • Farther Finance Advisors held 93 shares of Preferred Bank worth $9.74K as of Q3 2026.
  • Farther Finance Advisors bought 68 Preferred Bank shares in Q3 2026, an estimated $7.16K.
  • Preferred Bank made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4633 holding.
  • Farther Finance Advisors first reported a position in Preferred Bank in Q4 2022 and has held it in 16 quarters since.
  • 15 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.