NewEdge Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
NewEdge Advisors's PFBC Position: Q2 2026 in Review
NewEdge Advisors reduced its Preferred Bank (PFBC) stake by 0.94% in Q2 2026, selling an estimated $4.32K and leaving 4,728 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.
NewEdge Advisors first reported a position in PFBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $525K in Q4 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- NewEdge Advisors held 4,728 shares of Preferred Bank worth $502K as of Q2 2026.
- NewEdge Advisors sold 45 Preferred Bank shares in Q2 2026, an estimated $4.32K.
- Preferred Bank made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2146 holding.
- NewEdge Advisors first reported a position in Preferred Bank in Q1 2025 and has held it in 6 quarters since.
- NewEdge Advisors's Preferred Bank position peaked at $525K in Q4 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.