Wealth Enhancement Advisory Services’s Preferred Bank PFBC Stock Holding History

Wealth Enhancement Advisory Services’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	$430K	Buy	4,071 +1,647	+68%	+$158K	﹤0.01%	2834
2026 Q1	$221K	Sell	2,424 -92	-4%	-$8.33K	﹤0.01%	3062
2025 Q4	$239K	Buy	2,516 +52	+2%	+$4.85K	﹤0.01%	3122
2025 Q3	$223K	Buy	2,464 +8	+0.3%	+$742	﹤0.01%	3033
2025 Q2	$225K	Buy	+2,456	New	+$202K	﹤0.01%	2894
2025 Q1	–	Sell	-2,418	Closed	-$209K	–	3112
2024 Q4	$209K	Buy	+2,418	New	+$213K	﹤0.01%	2665

Other funds holding PFBC

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

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Preferred Bank (PFBC) stake by 68% in Q2 2026, buying an estimated $158K and bringing the position to 4,071 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Wealth Enhancement Advisory Services first reported a position in PFBC in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Wealth Enhancement Advisory Services held 4,071 shares of Preferred Bank worth $430K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,647 Preferred Bank shares in Q2 2026, an estimated $158K.
Preferred Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2834 holding.
Wealth Enhancement Advisory Services first reported a position in Preferred Bank in Q4 2024 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.