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Preferred Bank, Los Angeles shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Preferred Bank, Los Angeles

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Preferred Bank, Los Angeles by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $112k 1.2k 90.69
2025-12-31 $59k 624 94.43
2020-12-31 $17k 366 45.45

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Top funds holding Preferred Bank, Los Angeles

BlackRock
State Street Corporation
Dimensional Fund Advisors
Vanguard Capital Management
Charles Schwab Investment Management
American Century Companies
Robeco Investment Management
Geode Capital Management
Nuveen
Vanguard Portfolio Management
Kennedy Capital Management
Morgan Stanley
Two Sigma Investments
Hsbc Holdings
Goldman Sachs Group

View all funds holding Preferred Bank, Los Angeles