Scarborough Advisors’s Preferred Bank PFBC Stock Holding History

Scarborough Advisors’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 Q2	–	Sell	-27	Closed	-$2.45K	–	523
2026 Q1	$2.45K	Buy	+27	New	+$2.45K	﹤0.01%	587
2024 Q1	–	Sell	-204	Closed	-$14.9K	–	625
2023 Q4	$14.9K	Buy	+204	New	+$13.3K	﹤0.01%	321

Other funds holding PFBC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Scarborough Advisors's PFBC Position: Q2 2026 in Review

Scarborough Advisors sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 27 shares — an estimated $2.45K sold.

Scarborough Advisors first reported a position in PFBC in Q4 2023 and held it in 2 quarters. The position peaked at $14.9K in Q4 2023. 35 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Scarborough Advisors reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 27 Preferred Bank shares in Q2 2026, an estimated $2.45K.
Scarborough Advisors first reported a position in Preferred Bank in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Preferred Bank position peaked at $14.9K in Q4 2023.
35 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.