MassMutual Private Wealth & Trust’s Preferred Bank PFBC Stock Holding History

MassMutual Private Wealth & Trust’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	$62.1K	Sell	584 -17	-3%	-$1.63K	﹤0.01%	717
2026 Q1	$54.5K	Sell	601 -212	-26%	-$19.2K	﹤0.01%	741
2025 Q4	$76.8K	Hold	813	–	–	﹤0.01%	659
2025 Q3	$73.5K	Buy	813 +8	+1%	+$742	﹤0.01%	680
2025 Q2	$69.7K	Buy	805 +9	+1%	+$742	﹤0.01%	693
2025 Q1	$66.6K	Hold	796	–	–	﹤0.01%	658
2024 Q4	$68.8K	Buy	796 +16	+2%	+$1.41K	﹤0.01%	662
2024 Q3	$62.6K	Hold	780	–	–	﹤0.01%	612
2024 Q2	$58.9K	Buy	780 +66	+9%	+$4.99K	﹤0.01%	612
2024 Q1	$54.8K	Sell	714 -12	-2%	-$868	﹤0.01%	599
2023 Q4	$53K	Buy	726 +33	+5%	+$2.15K	﹤0.01%	592
2023 Q3	$43.1K	Buy	693 +13	+2%	+$812	﹤0.01%	627
2023 Q2	$37.4K	Buy	680 +557	+453%	+$28K	﹤0.01%	612
2023 Q1	$6.74K	Buy	123 +99	+413%	+$6.69K	﹤0.01%	1068
2022 Q4	$2K	Sell	24 -26	-52%	-$1.9K	﹤0.01%	1309
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	1118
2022 Q2	$3K	Buy	+50	New	+$3.42K	﹤0.01%	1064

Other funds holding PFBC

PFC

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFBC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Preferred Bank (PFBC) stake by 2.8% in Q2 2026, selling an estimated $1.63K and leaving 584 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

MassMutual Private Wealth & Trust first reported a position in PFBC in Q2 2022 and has held it in 17 quarters since. The position peaked at $76.8K in Q4 2025. 54 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

MassMutual Private Wealth & Trust held 584 shares of Preferred Bank worth $62.1K as of Q2 2026.
MassMutual Private Wealth & Trust sold 17 Preferred Bank shares in Q2 2026, an estimated $1.63K.
Preferred Bank made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #717 holding.
MassMutual Private Wealth & Trust first reported a position in Preferred Bank in Q2 2022 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Preferred Bank position peaked at $76.8K in Q4 2025.
54 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.