Financial Consulate’s Preferred Bank PFBC Stock Holding History

Financial Consulate’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	$105	Buy	+1	New	+$105	﹤0.01%	1808

Other funds holding PFBC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Financial Consulate's PFBC Position: Q3 2026 in Review

Financial Consulate opened a new position in Preferred Bank (PFBC) in Q3 2026: 1 share worth $105. The stake represents ﹤0.01% of the portfolio and ranks #1808 among its holdings.

37 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

Financial Consulate held 1 share of Preferred Bank worth $105 as of Q3 2026.
Preferred Bank was a new Financial Consulate position in Q3 2026.
Preferred Bank made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1808 holding.
37 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.