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Larson Financial Group’s Preferred Bank PFBC Stock Holding History

Larson Financial Group’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 		$744 Hold
7
– – ﹤0.01% 3400
2026
Q1 		$635 Buy
7
+3
+75% +$272 ﹤0.01% 3267
2025
Q4 		$378 Hold
4
– – ﹤0.01% 3176
2025
Q3 		$362 Sell
4
-2
-33% -$185 ﹤0.01% 3160
2025
Q2 		$519 Buy
6
+5
+500% +$412 ﹤0.01% 2850
2025
Q1 		$84 Hold
1
– – ﹤0.01% 2944
2024
Q4 		$86 Hold
1
– – ﹤0.01% 2628
2024
Q3 		$80 Hold
1
– – ﹤0.01% 2581
2024
Q2 		$75 Buy
+1
New +$76 ﹤0.01% 2301

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Larson Financial Group's PFBC Position: Q2 2026 in Review

Larson Financial Group held its Preferred Bank (PFBC) position steady in Q2 2026 at 7 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Larson Financial Group first reported a position in PFBC in Q2 2024 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Larson Financial Group held 7 shares of Preferred Bank worth $744 as of Q2 2026.
  • Larson Financial Group left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3400 holding.
  • Larson Financial Group first reported a position in Preferred Bank in Q2 2024 and has held it in 9 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

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