True Wealth Design’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
True Wealth Design's PFBC Position: Q2 2026 in Review
True Wealth Design increased its Preferred Bank (PFBC) stake by 111% in Q2 2026, buying an estimated $960 and bringing the position to 19 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.
True Wealth Design first reported a position in PFBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.78K in Q1 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- True Wealth Design held 19 shares of Preferred Bank worth $2.02K as of Q2 2026.
- True Wealth Design bought 10 Preferred Bank shares in Q2 2026, an estimated $960.
- Preferred Bank made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1690 holding.
- True Wealth Design first reported a position in Preferred Bank in Q3 2024 and has held it in 8 quarters since.
- True Wealth Design's Preferred Bank position peaked at $7.78K in Q1 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.