Vident Advisory’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
$232K Buy
+2,185
New +$210K ﹤0.01% 1724
2023
Q4
– Sell
-3,286
Closed -$205K – 1368
2023
Q3
$205K Buy
+3,286
New +$205K 0.01% 1105

Other funds holding PFBC

Vident Advisory's PFBC Position: Q2 2026 in Review

Vident Advisory opened a new position in Preferred Bank (PFBC) in Q2 2026: 2,185 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings. This is a return to the name: Vident Advisory previously reported a position in PFBC as recently as Q3 2023.

Vident Advisory first reported a position in PFBC in Q3 2023 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Vident Advisory held 2,185 shares of Preferred Bank worth $232K as of Q2 2026.
  • Preferred Bank was a new Vident Advisory position in Q2 2026.
  • Preferred Bank made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1724 holding.
  • Vident Advisory first reported a position in Preferred Bank in Q3 2023 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.