Pathstone Holdings’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$491K Sell
4,619
-75
-2% -$7.2K ﹤0.01% 1885
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

Other funds holding PFBC

Pathstone Holdings's PFBC Position: Q2 2026 in Review

Pathstone Holdings reduced its Preferred Bank (PFBC) stake by 1.6% in Q2 2026, selling an estimated $7.2K and leaving 4,619 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Pathstone Holdings first reported a position in PFBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Pathstone Holdings held 4,619 shares of Preferred Bank worth $491K as of Q2 2026.
  • Pathstone Holdings sold 75 Preferred Bank shares in Q2 2026, an estimated $7.2K.
  • Preferred Bank made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1885 holding.
  • Pathstone Holdings first reported a position in Preferred Bank in Q1 2024 and has held it in 10 quarters since.
  • Pathstone Holdings's Preferred Bank position peaked at $1.41M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.