Jones Financial Companies’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78K Buy
17
+12
+240% +$1.15K ﹤0.01% 4458
2026
Q1
$447 Sell
5
-12
-71% -$1.09K ﹤0.01% 4509
2025
Q4
$1.6K Hold
17
﹤0.01% 3886
2025
Q3
$1.55K Buy
17
+12
+240% +$1.11K ﹤0.01% 3769
2025
Q2
$432 Buy
+5
New +$412 ﹤0.01% 3823

Other funds holding PFBC

Jones Financial Companies's PFBC Position: Q2 2026 in Review

Jones Financial Companies increased its Preferred Bank (PFBC) stake by 240% in Q2 2026, buying an estimated $1.15K and bringing the position to 17 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #4458.

Jones Financial Companies first reported a position in PFBC in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Jones Financial Companies held 17 shares of Preferred Bank worth $1.78K as of Q2 2026.
  • Jones Financial Companies bought 12 Preferred Bank shares in Q2 2026, an estimated $1.15K.
  • Preferred Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4458 holding.
  • Jones Financial Companies first reported a position in Preferred Bank in Q2 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.