True Wealth Design’s Preferred Bank PFBC Stock Holding History

True Wealth Design’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 Q3	$1.99K	Hold	19	–	–	﹤0.01%	1682
2026 Q2	$2.02K	Buy	19 +10	+111%	+$960	﹤0.01%	1690
2026 Q1	$817	Hold	9	–	–	﹤0.01%	1880
2025 Q4	$850	Hold	9	–	–	﹤0.01%	1770
2025 Q3	$814	Hold	9	–	–	﹤0.01%	1824
2025 Q2	$779	Sell	9 -84	-90%	-$6.92K	﹤0.01%	1570
2025 Q1	$7.78K	Buy	93 +9	+11%	+$780	﹤0.01%	547
2024 Q4	$7.26K	Hold	84	–	–	﹤0.01%	470
2024 Q3	$6.74K	Buy	+84	New	+$6.71K	﹤0.01%	498

Other funds holding PFBC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PFBC Position: Q3 2026 in Review

True Wealth Design held its Preferred Bank (PFBC) position steady in Q3 2026 at 19 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

True Wealth Design first reported a position in PFBC in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.78K in Q1 2025. 14 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

True Wealth Design held 19 shares of Preferred Bank worth $1.99K as of Q3 2026.
True Wealth Design left its Preferred Bank share count unchanged in Q3 2026.
Preferred Bank made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1682 holding.
True Wealth Design first reported a position in Preferred Bank in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Preferred Bank position peaked at $7.78K in Q1 2025.
14 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.