NewEdge Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
VCM
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NewEdge Advisors's PFBC Position: Q1 2026 in Review
NewEdge Advisors reduced its Preferred Bank (PFBC) stake by 14% in Q1 2026, selling an estimated $71.5K and leaving 4,773 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.
NewEdge Advisors first reported a position in PFBC in Q1 2025 and has held it in 5 quarters since. The position peaked at $525K in Q4 2025. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.
- NewEdge Advisors held 4,773 shares of Preferred Bank worth $433K as of Q1 2026.
- NewEdge Advisors sold 789 Preferred Bank shares in Q1 2026, an estimated $71.5K.
- Preferred Bank made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2099 holding.
- NewEdge Advisors first reported a position in Preferred Bank in Q1 2025 and has held it in 5 quarters since.
- NewEdge Advisors's Preferred Bank position peaked at $525K in Q4 2025.
- 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.