BFC Planning, Inc.’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
BFC Planning, Inc.'s PFBC Position: Q2 2026 in Review
BFC Planning, Inc. held its Preferred Bank (PFBC) position steady in Q2 2026 at 46 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.
BFC Planning, Inc. first reported a position in PFBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- BFC Planning, Inc. held 46 shares of Preferred Bank worth $4.92K as of Q2 2026.
- BFC Planning, Inc. left its Preferred Bank share count unchanged in Q2 2026.
- Preferred Bank made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2688 holding.
- BFC Planning, Inc. first reported a position in Preferred Bank in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s Preferred Bank position peaked at $5K in Q4 2025.
- 230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.