Fortitude Family Office’s Preferred Bank PFBC Stock Holding History

Fortitude Family Office’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	$3.14K	Hold	30	–	–	﹤0.01%	1804
2026 Q2	$3.19K	Hold	30	–	–	﹤0.01%	1285
2026 Q1	$2.72K	Hold	30	–	–	﹤0.01%	1164
2025 Q4	$2.83K	Hold	30	–	–	﹤0.01%	1036
2025 Q3	$2.71K	Hold	30	–	–	﹤0.01%	1075
2025 Q2	$2.6K	Hold	30	–	–	﹤0.01%	1064
2025 Q1	$2.51K	Hold	30	–	–	﹤0.01%	886
2024 Q4	$2.59K	Hold	30	–	–	﹤0.01%	993
2024 Q3	$2.41K	Hold	30	–	–	﹤0.01%	962
2024 Q2	$2.27K	Hold	30	–	–	﹤0.01%	779
2024 Q1	$2.3K	Hold	30	–	–	﹤0.01%	794
2023 Q4	$2.19K	Buy	+30	New	+$1.95K	﹤0.01%	856

Other funds holding PFBC

HWAM

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

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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's PFBC Position: Q3 2026 in Review

Fortitude Family Office held its Preferred Bank (PFBC) position steady in Q3 2026 at 30 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Fortitude Family Office first reported a position in PFBC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.19K in Q2 2026. 15 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

Fortitude Family Office held 30 shares of Preferred Bank worth $3.14K as of Q3 2026.
Fortitude Family Office left its Preferred Bank share count unchanged in Q3 2026.
Preferred Bank made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1804 holding.
Fortitude Family Office first reported a position in Preferred Bank in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Preferred Bank position peaked at $3.19K in Q2 2026.
15 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.