Skip to main content

Horizon Investments, LLC

Position in PFBC — Preferred Bank

CIK 1560717 Charlotte, NC

Position in PFBC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,806
-$1,277 QoQ
Shares Held
17
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 228 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $105,137,902 across 54 Banks - Regional names. PFBC ranks #48 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,806 17
2026-03-31 $3,083 34
2025-12-31 $588,393 6,231
2025-09-30 $544,328 6,022
2025-06-30 $259 3