Institute for Wealth Management’s Preferred Bank PFBC Stock Holding History

Institute for 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 Q2	$1.52K	Buy	+14	New	+$1.34K	﹤0.01%	1626

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's PFBC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Preferred Bank (PFBC) in Q2 2026: 14 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #1626 among its holdings.

87 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Institute for Wealth Management held 14 shares of Preferred Bank worth $1.52K as of Q2 2026.
Preferred Bank was a new Institute for Wealth Management position in Q2 2026.
Preferred Bank made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1626 holding.
87 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.