Sequoia Financial Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
Sequoia Financial Advisors's PFBC Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Preferred Bank (PFBC) stake by 5.7% in Q2 2026, selling an estimated $17.3K and leaving 3,004 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.
Sequoia Financial Advisors first reported a position in PFBC in Q2 2023 and has held it in 13 quarters since. The position peaked at $340K in Q3 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- Sequoia Financial Advisors held 3,004 shares of Preferred Bank worth $319K as of Q2 2026.
- Sequoia Financial Advisors sold 180 Preferred Bank shares in Q2 2026, an estimated $17.3K.
- Preferred Bank made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1633 holding.
- Sequoia Financial Advisors first reported a position in Preferred Bank in Q2 2023 and has held it in 13 quarters since.
- Sequoia Financial Advisors's Preferred Bank position peaked at $340K in Q3 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.