Smartleaf Asset Management’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
$10.3K Hold
98
﹤0.01% 2352
2026
Q1
$8.8K Sell
98
-379
-79% -$34.3K ﹤0.01% 2386
2025
Q4
$46.8K Buy
477
+14
+3% +$1.3K ﹤0.01% 1580
2025
Q3
$41.9K Buy
463
+35
+8% +$3.25K ﹤0.01% 1482
2025
Q2
$37K Buy
428
+5
+1% +$412 ﹤0.01% 1290
2025
Q1
$35.5K Sell
423
-139
-25% -$12K ﹤0.01% 1324
2024
Q4
$48.9K Buy
562
+385
+218% +$34K 0.01% 1192
2024
Q3
$14.1K Sell
177
-70
-28% -$5.59K ﹤0.01% 1550
2024
Q2
$18.2K Buy
+247
New +$18.7K ﹤0.01% 1076

Other funds holding PFBC

Smartleaf Asset Management's PFBC Position: Q2 2026 in Review

Smartleaf Asset Management held its Preferred Bank (PFBC) position steady in Q2 2026 at 98 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Smartleaf Asset Management first reported a position in PFBC in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.9K in Q4 2024. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Smartleaf Asset Management held 98 shares of Preferred Bank worth $10.3K as of Q2 2026.
  • Smartleaf Asset Management left its Preferred Bank share count unchanged in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2352 holding.
  • Smartleaf Asset Management first reported a position in Preferred Bank in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Preferred Bank position peaked at $48.9K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.