Position in PFBC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$81,167
+$2,130 QoQ
Shares Held
895
+6.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $217,207,976 across 15 Banks - Regional names. PFBC ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,561,767 | $68,988,384 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
753,526 | $54,879,296 | |
| 3 | LKFN |
Lakeland Financial Corp
|
606,364 | $34,793,166 | |
| 4 | ESQ |
Esquire Financial Holdings, Inc.
|
304,647 | $32,749,552 | |
| 5 | PB |
Prosperity Bancshares Inc
|
360,290 | $24,204,280 | |
| 6 | BPOP |
Popular, Inc.
|
6,701 | $899,073 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,065 | $220,459 | |
| 8 | PFBC |
Preferred Bank
This page
|
895 | $81,167 |
All Filings in PFBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||