Farther Finance Advisors, LLC

Position in PFBC — Preferred Bank

CIK 1992825 SAN FRANCISCO, CA

Position in PFBC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,656

+$1,024 QoQ

Shares Held

+38.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#207

of 228 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $56,195,537 across 282 Banks - Regional names. PFBC ranks #204 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	33,610	$8,275,454
2	USB	US Bancorp De	114,749	$6,930,839
3	FITB	Fifth Third Bancorp	51,404	$2,897,643
4	TFC	Truist Financial Corp	58,090	$2,894,043
5	FCAP	First Capital Inc	37,628	$2,432,273
6	VABK	Virginia National Bankshares Corp	45,545	$2,021,287
7	UMBF	Umb Financial Corp	13,540	$1,932,970
8	CFG	Citizens Financial Group Inc/Ri	25,978	$1,820,278

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,656	25	+38.9%	Shares	Sole	2026-07-17
2026-03-31	$1,632	18	+100.0%	Shares	Sole	2026-04-07
2025-12-31	$849	9	0.0%	Shares	Sole	2026-01-23
2025-09-30	$813	9	+28.6%	Shares	Sole	2025-10-14
2025-06-30	$605	7	-61.1%	Shares	Sole	2025-07-11
2025-03-31	$1,505	18	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,554	18	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,444	18	+12.5%	Shares	Sole	2024-10-29
2024-06-30	$1,207	16	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,228	16	+45.5%	Shares	Sole	2024-05-14
2023-12-31	$803	11	-54.2%	Shares	Sole	2024-02-15
2023-09-30	$1,494	24	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,319	24	0.0%	Shares	Sole	2024-05-14
2023-03-31	$1,315	24	0.0%	Shares	Sole	2024-05-14
2022-12-31	$1,790	24	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.