Twin Peaks Wealth Advisors’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
Twin Peaks Wealth Advisors's PFBC Position: Q2 2026 in Review
Twin Peaks Wealth Advisors sold out of Preferred Bank (PFBC) in Q2 2026, closing a stake of 17 shares — an estimated $1.54K sold.
Twin Peaks Wealth Advisors first reported a position in PFBC in Q2 2025 and held it in 2 quarters. The position peaked at $2.04K in Q2 2025. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.
- Twin Peaks Wealth Advisors reported no remaining Preferred Bank position as of Q2 2026 after selling out during the quarter.
- Twin Peaks Wealth Advisors sold 17 Preferred Bank shares in Q2 2026, an estimated $1.54K.
- Twin Peaks Wealth Advisors first reported a position in Preferred Bank in Q2 2025 and held it in 2 quarters.
- Twin Peaks Wealth Advisors's Preferred Bank position peaked at $2.04K in Q2 2025.
- 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.