Pinnacle Wealth Planning Services’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
VCM
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Pinnacle Wealth Planning Services's PFBC Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Preferred Bank (PFBC) stake by 98% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,233 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #738.
Pinnacle Wealth Planning Services first reported a position in PFBC in Q4 2020 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.
- Pinnacle Wealth Planning Services held 1,233 shares of Preferred Bank worth $112K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 609 Preferred Bank shares in Q1 2026, an estimated $55.2K.
- Preferred Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #738 holding.
- Pinnacle Wealth Planning Services first reported a position in Preferred Bank in Q4 2020 and has held it in 3 quarters since.
- 206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.