Sequoia Financial Advisors’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
$319K Sell
3,004
-180
-6% -$17.3K ﹤0.01% 1633
2026
Q1
$289K Buy
3,184
+14
+0.4% +$1.27K ﹤0.01% 1593
2025
Q4
$299K Sell
3,170
-587
-16% -$54.7K ﹤0.01% 1561
2025
Q3
$340K Buy
3,757
+2
+0.1% +$185 ﹤0.01% 1332
2025
Q2
$325K Sell
3,755
-24
-0.6% -$1.98K ﹤0.01% 1232
2025
Q1
$316K Sell
3,779
-47
-1% -$4.07K ﹤0.01% 1037
2024
Q4
$330K Sell
3,826
-106
-3% -$9.36K ﹤0.01% 987
2024
Q3
$316K Sell
3,932
-5
-0.1% -$399 ﹤0.01% 940
2024
Q2
$297K Sell
3,937
-57
-1% -$4.31K ﹤0.01% 897
2024
Q1
$307K Sell
3,994
-221
-5% -$16K ﹤0.01% 852
2023
Q4
$308K Sell
4,215
-106
-2% -$6.9K ﹤0.01% 918
2023
Q3
$269K Buy
4,321
+71
+2% +$4.43K ﹤0.01% 733
2023
Q2
$234K Buy
+4,250
New +$214K ﹤0.01% 799

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.