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TFC Financial Management, Inc.

Position in PFBC — Preferred Bank

CIK 1827844 BOSTON, MA

Position in PFBC

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$106
+$16 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 228 holders
Holding Since
Jun 2024
9 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

TFC Financial Management, Inc. holds $3,169,398 across 39 Banks - Regional names. PFBC ranks #23 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $106 1
2026-03-31 $90 1
2025-12-31 $94 1
2025-09-30 $90 1
2025-06-30 $86 1
2025-03-31 $83 1
2024-12-31 $86 1
2024-09-30 $80 1
2024-06-30 $75 1