Position in PFBC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$92,339
+$11,172 QoQ
Shares Held
869
-2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 230 holders
Holding Since
Mar 2024
9 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, 2026Copeland Capital Management, LLC holds $185,237,930 across 15 Banks - Regional names. PFBC ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,445,709 | $69,824,990 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
1,475,006 | $63,978,385 | |
| 3 | ESQ |
Esquire Financial Holdings, Inc.
|
296,535 | $35,320,283 | |
| 4 | BPOP |
Popular, Inc.
|
92,536 | $15,192,559 | |
| 5 | EWBC |
East West Bancorp Inc
|
1,641 | $211,836 | |
| 6 | PB |
Prosperity Bancshares Inc
|
2,026 | $147,958 | |
| 7 | PFBC |
Preferred Bank
This page
|
869 | $92,339 | |
| 8 | PCB |
Pcb Bancorp
|
3,149 | $89,337 |
All Filings in PFBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,339 | 869 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $81,167 | 895 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $79,037 | 837 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $75,656 | 837 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $73,134 | 845 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $60,820 | 727 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $59,429 | 688 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $54,489 | 679 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $35,237 | 459 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||