IFP Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
IFP Advisors's PFBC Position: Q2 2026 in Review
IFP Advisors increased its Preferred Bank (PFBC) stake by 69% in Q2 2026, buying an estimated $7.59K and bringing the position to 193 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.
IFP Advisors first reported a position in PFBC in Q3 2023 and has held it in 10 quarters since. The position peaked at $22.4K in Q1 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- IFP Advisors held 193 shares of Preferred Bank worth $20.5K as of Q2 2026.
- IFP Advisors bought 79 Preferred Bank shares in Q2 2026, an estimated $7.59K.
- Preferred Bank made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2961 holding.
- IFP Advisors first reported a position in Preferred Bank in Q3 2023 and has held it in 10 quarters since.
- IFP Advisors's Preferred Bank position peaked at $22.4K in Q1 2024.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.