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Cerity Partners LLC

Position in PFBC — Preferred Bank

CIK 1566475 NEW YORK, NY

Position in PFBC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$216,345
New position
Shares Held
2,036
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 37% None 63%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $655,221,439 across 144 Banks - Regional names. PFBC ranks #139 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $216,345 2,036