GK Wealth Management’s Preferred Bank PFBC Stock Holding History

GK Wealth Management’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	$3.15K	Buy	+30	New	+$3.16K	﹤0.01%	1215

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

GK Wealth Management's PFBC Position: Q3 2026 in Review

GK Wealth Management opened a new position in Preferred Bank (PFBC) in Q3 2026: 30 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

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

GK Wealth Management held 30 shares of Preferred Bank worth $3.15K as of Q3 2026.
Preferred Bank was a new GK Wealth Management position in Q3 2026.
Preferred Bank made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1215 holding.
14 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.