GAMMA Investing
PFBC icon

GAMMA Investing’s Preferred Bank PFBC Stock Holding History

GAMMA Investing’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 		$65.2K Buy
623
+42
+7% +$4.42K ﹤0.01% 2187
2026
Q2 		$61.7K Buy
581
+43
+8% +$4.13K ﹤0.01% 2153
2026
Q1 		$48.8K Sell
538
-8
-1% -$725 ﹤0.01% 2198
2025
Q4 		$51.6K Buy
546
+34
+7% +$3.17K ﹤0.01% 2065
2025
Q3 		$46.3K Buy
512
+19
+4% +$1.76K ﹤0.01% 2041
2025
Q2 		$42.7K Buy
493
+52
+12% +$4.29K ﹤0.01% 2028
2025
Q1 		$36.9K Buy
441
+56
+15% +$4.85K ﹤0.01% 2009
2024
Q4 		$33.3K Buy
385
+70
+22% +$6.18K ﹤0.01% 1980
2024
Q3 		$25.3K Buy
315
+47
+18% +$3.75K ﹤0.01% 1961
2024
Q2 		$20.2K Buy
268
+83
+45% +$6.27K ﹤0.01% 1843
2024
Q1 		$14.2K Buy
185
+3
+2% +$217 ﹤0.01% 1860
2023
Q4 		$13.1K Buy
+182
New +$11.9K ﹤0.01% 1752

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's PFBC Position: Q3 2026 in Review

GAMMA Investing increased its Preferred Bank (PFBC) stake by 7.2% in Q3 2026, buying an estimated $4.42K and bringing the position to 623 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

GAMMA Investing first reported a position in PFBC in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

  • GAMMA Investing held 623 shares of Preferred Bank worth $65.2K as of Q3 2026.
  • GAMMA Investing bought 42 Preferred Bank shares in Q3 2026, an estimated $4.42K.
  • Preferred Bank made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2187 holding.
  • GAMMA Investing first reported a position in Preferred Bank in Q4 2023 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.