Integrated Wealth Concepts’s Preferred Bank PFBC Stock Holding History

Integrated Wealth Concepts’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	$54.5K	Buy	+513	New	+$49.3K	﹤0.01%	3300

Other funds holding PFBC

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Concepts's PFBC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Preferred Bank (PFBC) in Q2 2026: 513 shares worth $54.5K. The stake represents ﹤0.01% of the portfolio and ranks #3300 among its holdings.

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

Integrated Wealth Concepts held 513 shares of Preferred Bank worth $54.5K as of Q2 2026.
Preferred Bank was a new Integrated Wealth Concepts position in Q2 2026.
Preferred Bank made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3300 holding.
229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.