Skip to content

PFBC PREFERRED BK LOS ANGELES CA

Follow

COM NEW (common), issuer CIK 1492165

215 managers (219 13F filers) reported a position in PFBC shares at 2025-12-31, 10,426,938 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
215
13F filers
219
New
24
Added
65
Reduced
91
Sold out
19
Shares held by filers
10,426,938

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
True Wealth Design, LLC9$850<0.01%013F-HRTimeline
Farther Finance Advisors, LLC9$850<0.01%013F-HRTimeline
Ankerstar Wealth, LLC8$755<0.01%13F-HRTimeline
Essential Partners LLC8$755<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7$661<0.01%-213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5$472<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC4$378<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3$283<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2$189<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$95<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1$95<0.01%13F-HRTimeline
SBI Securities Co., Ltd.1$94<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1$94<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd4$00%-8613F-HRTimelineValue filed as zero, left out of ratios.