Position in PFBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,235,507
+$4,032,817 QoQ
Shares Held
105,736
+33.1% QoQ
Ownership
0.892%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#22
of 228 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PFBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. PFBC ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
This page
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | WBS |
Webster Financial Corp
|
95,512 | $7,299,027 | |
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in PFBC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,235,507 | 105,736 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,202,690 | 79,421 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,617,951 | 80,673 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,309,025 | 80,861 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,028,812 | 81,211 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,931,314 | 82,851 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,352,751 | 85,121 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,170,979 | 89,358 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,442,634 | 98,591 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $7,046,104 | 91,782 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $685,062 | 9,378 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $641,175 | 10,300 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $736,426 | 13,392 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $667,969 | 12,187 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $966,403 | 12,951 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $838,009 | 12,847 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $907,454 | 13,341 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,018,218 | 13,743 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||