Pinnacle Wealth Planning Services’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
Pinnacle Wealth Planning Services's PFBC Position: Q2 2026 in Review
Pinnacle Wealth Planning Services held its Preferred Bank (PFBC) position steady in Q2 2026 at 1,233 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #734.
Pinnacle Wealth Planning Services first reported a position in PFBC in Q4 2020 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- Pinnacle Wealth Planning Services held 1,233 shares of Preferred Bank worth $131K as of Q2 2026.
- Pinnacle Wealth Planning Services left its Preferred Bank share count unchanged in Q2 2026.
- Preferred Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #734 holding.
- Pinnacle Wealth Planning Services first reported a position in Preferred Bank in Q4 2020 and has held it in 4 quarters since.
- 230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.