Position in PFBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$876,644
+$88,639 QoQ
Shares Held
8,250
-5.1% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#89
of 228 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in PFBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INTRUST BANK NA holds $11,821,313 across 13 Banks - Regional names. PFBC ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
47,442 | $3,324,260 | |
| 2 | LYG |
Lloyds Banking Group plc
|
229,858 | $1,340,072 | |
| 3 | USB |
US Bancorp De
|
15,948 | $963,258 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
9,089 | $916,897 | |
| 5 | PFBC |
Preferred Bank
This page
|
8,250 | $876,644 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,404 | $838,132 | |
| 7 | WTFC |
Wintrust Financial Corp
|
4,710 | $756,990 | |
| 8 | CCB |
Coastal Financial Corp
|
9,692 | $751,226 |
All Filings in PFBC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,644 | 8,250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $788,005 | 8,689 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $727,488 | 7,704 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $759,818 | 8,406 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $734,636 | 8,488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $705,085 | 8,428 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $763,166 | 8,835 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $596,337 | 7,431 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $508,877 | 6,741 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $490,866 | 6,394 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $466,423 | 6,385 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $312,494 | 5,020 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,535 | 3,865 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $268,733 | 4,903 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $402,499 | 5,394 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $265,942 | 4,077 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $337,583 | 4,963 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $211,378 | 2,853 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||