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Arax Advisory Partners

Position in PFBC — Preferred Bank

CIK 1586767 DENVER, CO

Position in PFBC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$44,416
+$41,772 QoQ
Shares Held
418
+1392.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 228 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $129,088,164 across 278 Banks - Regional names. PFBC ranks #146 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $44,416 418
2025-12-31 $2,644 28
2025-09-30 $34,167 378
2025-06-30 $1,125 13
2025-03-31 $1,087 13
2024-12-31 $14,598 169
2024-09-30 $13,562 169
2024-06-30 $11,776 156