IFP Advisors
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IFP Advisors’s PCB Bancorp PCB Stock Holding History

IFP Advisors’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.27K Hold
83
– – ﹤0.01% 4167
2026
Q2 		$2.36K Buy
83
+13
+19% +$323 ﹤0.01% 4169
2026
Q1 		$1.57K Sell
70
-2
-3% -$45 ﹤0.01% 4047
2025
Q4 		$1.56K Buy
72
+35
+95% +$755 ﹤0.01% 3928
2025
Q3 		$777 Buy
37
+10
+37% +$215 ﹤0.01% 4033
2025
Q2 		$609 Buy
27
+25
+1,250% +$485 ﹤0.01% 4380
2025
Q1 		$37 Hold
2
– – ﹤0.01% 4082
2024
Q4 		$40 Buy
+2
New +$40 ﹤0.01% 4320

Other funds holding PCB

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's PCB Position: Q3 2026 in Review

IFP Advisors held its PCB Bancorp (PCB) position steady in Q3 2026 at 83 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4167.

IFP Advisors first reported a position in PCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.36K in Q2 2026. 12 funds tracked by Wall St. Rank hold PCB as of Q3 2026.

  • IFP Advisors held 83 shares of PCB Bancorp worth $2.27K as of Q3 2026.
  • IFP Advisors left its PCB Bancorp share count unchanged in Q3 2026.
  • PCB Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4167 holding.
  • IFP Advisors first reported a position in PCB Bancorp in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's PCB Bancorp position peaked at $2.36K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held PCB Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.