VWA
PFBC icon

Valued Wealth Advisors’s Preferred Bank PFBC Stock Holding History

Valued Wealth Advisors’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
Q2 		$3.83K Buy
36
+8
+29% +$768 ﹤0.01% 505
2026
Q1 		$2.54K Buy
+28
New +$2.54K ﹤0.01% 513

Other funds holding PFBC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Valued Wealth Advisors's PFBC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Preferred Bank (PFBC) stake by 29% in Q2 2026, buying an estimated $768 and bringing the position to 36 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Valued Wealth Advisors first reported a position in PFBC in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Valued Wealth Advisors held 36 shares of Preferred Bank worth $3.83K as of Q2 2026.
  • Valued Wealth Advisors bought 8 Preferred Bank shares in Q2 2026, an estimated $768.
  • Preferred Bank made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • Valued Wealth Advisors first reported a position in Preferred Bank in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.