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FIRST TRUST ADVISORS LP

Position in PFBC — Preferred Bank

CIK 1125816 Wheaton, IL

Position in PFBC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,083,890
-$1,006,449 QoQ
Shares Held
38,433
-31.5% QoQ
Ownership
0.324%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. PFBC ranks #92 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,083,890 38,433
2026-03-31 $5,090,339 56,129
2025-12-31 $4,828,961 51,138
2025-09-30 $5,621,715 62,194
2025-06-30 $5,886,611 68,014
2025-03-31 $5,843,734 69,851
2024-12-31 $6,974,062 80,737
2024-09-30 $6,665,244 83,056
2024-06-30 $5,393,156 71,442
2024-03-31 $719,718 9,375
2023-12-31 $695,947 9,527
2023-09-30 $693,029 11,133
2023-06-30 $568,156 10,332
2023-03-31 $1,306,122 23,830
2022-12-31 $886,187 11,876
2022-09-30 $360,982 5,534
2022-06-30 $1,814,705 26,679
2022-03-31 $2,096,524 28,297
2021-12-31 $2,090,022 29,113
2021-09-30 $1,737,014 26,050
2021-06-30 $498,820 7,884
2021-03-31 $464,163 7,289
2020-12-31 $298,126 5,907
2020-09-30 $1,021,865 31,814
2020-06-30 $1,068,121 24,927
2020-03-31 $244,755 7,237