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Smartleaf Asset Management LLC

Position in PFBC — Preferred Bank

CIK 2010393 BOSTON, MA

Position in PFBC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,413
+$1,526 QoQ
Shares Held
98
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
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

Smartleaf Asset Management LLC holds $25,435,477 across 188 Banks - Regional names. PFBC ranks #117 (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 $10,413 98
2026-03-31 $8,887 98
2025-12-31 $45,043 477
2025-09-30 $41,850 463
2025-06-30 $37,043 428
2025-03-31 $35,388 423
2024-12-31 $48,545 562
2024-09-30 $14,204 177
2024-06-30 $18,646 247