# PREFERRED BK LOS ANGELES CA (PFBC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFBC/

- Reporting holders: 7
- Reported value: $171.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $65.2K | 623 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $61.2K | 584 | 0.0% | 18 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $19.0K | 181 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $13.4K | 128 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.7K | 93 | 0.0% | 16 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.2K | 30 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $105 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $171.8K |
| Q2 2026 | 233 | $1.2B |
| Q1 2026 | 203 | $923.6M |
| Q4 2025 | 217 | $1.0B |
| Q3 2025 | 212 | $946.8M |
| Q2 2025 | 208 | $941.3M |
| Q1 2025 | 219 | $954.7M |
| Q4 2024 | 219 | $995.4M |
| Q3 2024 | 215 | $908.8M |
| Q2 2024 | 208 | $843.8M |
| Q1 2024 | 194 | $874.1M |
| Q4 2023 | 194 | $800.5M |