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

Wealth Enhancement Trust 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	$850	Buy	+8	New	+$768	﹤0.01%	1160

Other funds holding PFBC

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Preferred Bank (PFBC) in Q2 2026: 8 shares worth $850. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings.

136 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Wealth Enhancement Trust Services held 8 shares of Preferred Bank worth $850 as of Q2 2026.
Preferred Bank was a new Wealth Enhancement Trust Services position in Q2 2026.
Preferred Bank made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1160 holding.
136 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

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