Hennion & Walsh Asset Management, Inc.

Position in PFBC — Preferred Bank

CIK 1861642 Parsippany, NJ

Position in PFBC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,518,880

+$220,109 QoQ

Shares Held

14,294

-0.2% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#67

of 228 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hennion & Walsh Asset Management, Inc. holds $38,659,033 across 53 Banks - Regional names. PFBC ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	71,082	$3,541,305
2	BCH	Bank Of Chile	69,482	$2,762,604
3	MTB	M&T Bank Corp	8,178	$1,946,445
4	BSAC	Banco Santander Chile	46,599	$1,534,505
5	PFBC	Preferred Bank This page	14,294	$1,518,880
6	PNC	Pnc Financial Services Group, Inc.	5,118	$1,260,153
7	KB	KB Financial Group Inc.	11,009	$1,155,504
8	RF	Regions Financial Corp	36,848	$1,112,809

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,518,880	14,294	-0.2%	Shares	Sole	2026-07-08
2026-03-31	$1,298,771	14,321	+4.7%	Shares	Sole	2026-05-13
2025-12-31	$1,291,235	13,674	+7.8%	Shares	Sole	2026-01-14
2025-09-30	$1,146,416	12,683	+6.4%	Shares	Sole	2025-10-22
2025-06-30	$1,031,762	11,921	+39.6%	Shares	Sole	2025-08-07
2025-03-31	$714,540	8,541	+83.3%	Shares	Sole	2025-04-10
2023-09-30	$290,022	4,659	-9.4%	Shares	Sole	2023-10-27
2023-06-30	$282,868	5,144	-1.8%	Shares	Sole	2023-08-09
2023-03-31	$287,204	5,240	-2.0%	Shares	Sole	2023-04-20
2022-12-31	$399,067	5,348	-1.6%	Shares	Sole	2023-01-12
2022-09-30	$354,525	5,435	-3.1%	Shares	Sole	2022-11-14
2022-06-30	$381,320	5,606	+9.7%	Shares	Sole	2022-07-19
2022-03-31	$378,748	5,112	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.