Preferred Bank, Los Angeles shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Preferred Bank, Los Angeles
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Quarterly reported holdings in Preferred Bank, Los Angeles by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 3.1k | 90.38 |
| 2025-06-30 | $297k | 3.4k | 86.55 |
| 2025-03-31 | $316k | 3.8k | 83.66 |
| 2024-12-31 | $235k | 2.7k | 86.39 |
| 2024-09-30 | $234k | 2.9k | 80.26 |
| 2024-06-30 | $218k | 2.9k | 75.50 |