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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing's PFBC Position: Q2 2026 in Review

GAMMA Investing increased its Preferred Bank (PFBC) stake by 8% in Q2 2026, buying an estimated $4.13K and bringing the position to 581 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

GAMMA Investing first reported a position in PFBC in Q4 2023 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

GAMMA Investing held 581 shares of Preferred Bank worth $61.7K as of Q2 2026.
GAMMA Investing bought 43 Preferred Bank shares in Q2 2026, an estimated $4.13K.
Preferred Bank made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2153 holding.
GAMMA Investing first reported a position in Preferred Bank in Q4 2023 and has held it in 11 quarters since.
34 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.