Pathstone Holdings
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Pathstone Holdings’s Preferred Bank PFBC Stock Holding History

Pathstone Holdings’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
Q1 		$426K Sell
4,694
-1,887
-29% -$171K ﹤0.01% 1823
2025
Q4 		$621K Sell
6,581
-6,865
-51% -$640K ﹤0.01% 1657
2025
Q3 		$1.22M Sell
13,446
-1,294
-9% -$120K ﹤0.01% 1308
2025
Q2 		$1.28M Sell
14,740
-955
-6% -$78.7K 0.01% 1266
2025
Q1 		$1.31M Sell
15,695
-662
-4% -$57.4K 0.01% 1228
2024
Q4 		$1.41M Buy
16,357
+1,084
+7% +$95.7K 0.01% 1175
2024
Q3 		$1.23M Buy
15,273
+736
+5% +$58.8K 0.01% 1256
2024
Q2 		$1.1M Buy
14,537
+4,397
+43% +$332K 0.01% 1278
2024
Q1 		$778K Buy
+10,140
New +$733K ﹤0.01% 1448

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N
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