NewEdge Wealth’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
NewEdge Wealth's PFBC Position: Q2 2026 in Review
NewEdge Wealth increased its Preferred Bank (PFBC) stake by 27% in Q2 2026, buying an estimated $257K and bringing the position to 12,640 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #574.
NewEdge Wealth first reported a position in PFBC in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- NewEdge Wealth held 12,640 shares of Preferred Bank worth $1.34M as of Q2 2026.
- NewEdge Wealth bought 2,679 Preferred Bank shares in Q2 2026, an estimated $257K.
- Preferred Bank made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #574 holding.
- NewEdge Wealth first reported a position in Preferred Bank in Q4 2024 and has held it in 7 quarters since.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.