Wealth Enhancement Advisory Services’s Plumas Bancorp PLBC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLBC Stock Details PLBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$843K	Buy	14,470 +826	+6%	+$43.7K	﹤0.01%	2207
2026 Q1	$674K	Buy	13,644 +4	+0%	+$197	﹤0.01%	2096
2025 Q4	$611K	Sell	13,640 -34	-0.2%	-$1.46K	﹤0.01%	2334
2025 Q3	$576K	Buy	13,674 +459	+3%	+$19.8K	﹤0.01%	2251
2025 Q2	$628K	Buy	13,215 +201	+2%	+$8.65K	﹤0.01%	2050
2025 Q1	$563K	Buy	13,014 +386	+3%	+$17.3K	﹤0.01%	1975
2024 Q4	$597K	Buy	12,628 +54	+0.4%	+$2.43K	﹤0.01%	1854
2024 Q3	$513K	Buy	12,574 +5	+0%	+$198	﹤0.01%	1821
2024 Q2	$452K	Buy	12,569 +25	+0.2%	+$878	﹤0.01%	1706
2024 Q1	$461K	Buy	12,544 +1	+0%	+$36	﹤0.01%	1629
2023 Q4	$519K	Buy	12,543 +6	+0%	+$217	﹤0.01%	1479
2023 Q3	$428K	Buy	+12,537	New	+$441K	﹤0.01%	1519

Other funds holding PLBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Plumas Bancorp (PLBC) stake by 6.1% in Q2 2026, buying an estimated $43.7K and bringing the position to 14,470 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Wealth Enhancement Advisory Services first reported a position in PLBC in Q3 2023 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

Wealth Enhancement Advisory Services held 14,470 shares of Plumas Bancorp worth $843K as of Q2 2026.
Wealth Enhancement Advisory Services bought 826 Plumas Bancorp shares in Q2 2026, an estimated $43.7K.
Plumas Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2207 holding.
Wealth Enhancement Advisory Services first reported a position in Plumas Bancorp in Q3 2023 and has held it in 12 quarters since.
105 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

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