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Preferred Bank, Los Angeles shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Preferred Bank, Los Angeles

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All positions including Preferred Bank, Los Angeles held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Preferred Bank, Los Angeles by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $774k 8.5k 91.16
2025-06-30 $627k 7.0k 89.84
2025-03-31 $512k 6.1k 83.65
2024-12-31 $449k 5.2k 86.38