Preferred Bank, Los Angeles shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Preferred Bank, Los Angeles
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Quarterly reported holdings in Preferred Bank, Los Angeles by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $89k | 976 | 90.69 |
| 2025-12-31 | $92k | 976 | 94.43 |
| 2025-09-30 | $88k | 976 | 90.39 |
| 2025-06-30 | $115k | 1.3k | 86.54 |
| 2025-03-31 | $111k | 1.3k | 83.66 |
| 2024-12-31 | $115k | 1.3k | 86.38 |
| 2024-09-30 | $107k | 1.3k | 80.25 |
| 2024-06-30 | $101k | 1.3k | 75.49 |
| 2024-03-31 | $102k | 1.3k | 76.77 |
| 2023-12-31 | $97k | 1.3k | 73.05 |
| 2023-09-30 | $83k | 1.3k | 62.25 |
| 2023-06-30 | $59k | 1.1k | 54.99 |
| 2023-03-31 | $59k | 1.1k | 54.81 |
| 2022-12-31 | $76k | 1.1k | 70.16 |
| 2022-09-30 | $70k | 1.1k | 64.75 |
| 2022-06-30 | $73k | 1.1k | 67.53 |
| 2022-03-31 | $80k | 1.1k | 74.01 |
| 2021-12-31 | $78k | 1.1k | 72.16 |
| 2021-09-30 | $72k | 1.1k | 66.61 |
| 2021-06-30 | $68k | 1.1k | 62.90 |
| 2021-03-31 | $78k | 1.2k | 63.47 |
| 2020-12-31 | $62k | 1.2k | 50.45 |
| 2020-09-30 | $39k | 1.2k | 31.73 |
| 2020-06-30 | $53k | 1.2k | 43.12 |
| 2020-03-31 | $42k | 1.2k | 34.17 |
| 2019-12-31 | $74k | 1.2k | 60.21 |
| 2019-09-30 | $55k | 1.1k | 52.03 |
| 2019-06-30 | $50k | 1.1k | 47.30 |
| 2019-03-31 | $48k | 1.1k | 45.41 |
| 2018-12-31 | $46k | 1.1k | 43.52 |
| 2018-09-30 | $62k | 1.1k | 58.66 |
| 2018-06-30 | $65k | 1.1k | 61.49 |
| 2018-03-31 | $68k | 1.1k | 64.33 |
| 2017-12-31 | $62k | 1.1k | 58.66 |
| 2017-09-30 | $56k | 1.1k | 52.98 |
| 2017-06-30 | $57k | 1.1k | 53.93 |
| 2017-03-31 | $57k | 1.1k | 53.93 |
More positions owned by Summit Investment Advisors
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