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Preferred Bank, Los Angeles shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Preferred Bank, Los Angeles

Tip: Access up to 7 years of quarterly data

All positions including Preferred Bank, Los Angeles held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Preferred Bank, Los Angeles by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $373k 3.5k 106.27

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Top funds holding Preferred Bank, Los Angeles

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

View all funds holding Preferred Bank, Los Angeles