Pathstone Holdings, LLC

Position in PFBC — Preferred Bank

CIK 2011612 ENGLEWOOD, NJ

Position in PFBC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$490,814

+$65,117 QoQ

Shares Held

4,619

-1.6% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#116

of 228 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,031,552 across 105 Banks - Regional names. PFBC ranks #79 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	82,009	$20,192,255
2	USB	US Bancorp De	268,149	$16,196,199
3	FITB	Fifth Third Bancorp	272,657	$15,369,674
4	NWG	NatWest Group plc	586,491	$10,339,834
5	CFG	Citizens Financial Group Inc/Ri	142,354	$9,974,743
6	TFC	Truist Financial Corp	190,771	$9,504,210
7	IBN	Icici Bank Ltd	316,418	$9,185,613
8	MFG	Mizuho Financial Group Inc	956,297	$9,161,323

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,814	4,619	-1.6%	Shares	Sole	2026-08-13
2026-03-31	$425,697	4,694	-28.7%	Shares	Defined	2026-05-11
2025-12-31	$621,443	6,581	-51.1%	Shares	Defined	2026-02-13
2025-09-30	$1,215,383	13,446	-8.8%	Shares	Sole	2025-11-13
2025-06-30	$1,275,746	14,740	-6.1%	Shares	Defined	2025-08-12
2025-03-31	$1,313,043	15,695	-4.0%	Shares	Sole	2025-05-15
2024-12-31	$1,412,917	16,357	+7.1%	Shares	Defined	2025-02-14
2024-09-30	$1,225,657	15,273	+5.1%	Shares	Sole	2024-11-07
2024-06-30	$1,097,397	14,537	+43.4%	Shares	Defined	2024-08-14
2024-03-31	$778,447	10,140	—	Shares	Defined	2024-05-13
No filing history on record for this holder in this stock.