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Essential Partners LLC

Position in PFBC — Preferred Bank

CIK 2136442 RANCHO SANTA FE, CA

Position in PFBC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,462
+$3,918 QoQ
Shares Held
42
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 228 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Essential Partners LLC holds $5,783,754 across 252 Banks - Regional names. PFBC ranks #104 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PFBC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,462 42
2026-03-31 $544 6
2025-12-31 $755 8
2025-09-30 $723 8
2025-06-30 $259 3