Filing Research | PFBC - PREFERRED BK LOS ANGELES CA Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	16.1KSH	$1.7M
2	Y-Intercept (Hong Kong) Ltd	Shares	15.3KSH	$1.6M
3	Hennion & Walsh Asset Management, Inc.	Shares	14.3KSH	$1.5M
4	Unison Advisors LLC	Shares	10.8KSH	$1.2M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.8KSH	$1.0M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	9.6KSH	$1.0M
7	Mirae Asset Global Investments Co., Ltd.	Shares	9.2KSH	$977.9K
8	SummerHaven Investment Management, LLC	Shares	8.0KSH	$851.8K
9	Louisiana State Employees Retirement System	Shares	4.8KSH	$510.0K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.1KSH	$430.5K
11	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$370.7K
12	Sequoia Financial Advisors, LLC	Shares	3.0KSH	$319.2K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	2.9KSH	$311.6K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	2.6KSH	$277.6K
15	Abel Hall, LLC	Shares	2.2KSH	$234.7K
16	Robeco Institutional Asset Management B.V.	Shares	2.0KSH	$212.0K
17	MassMutual Private Wealth & Trust, FSB	Shares	584SH	$62.1K
18	GAMMA Investing LLC	Shares	581SH	$61.7K
19	LANARK FINANCIAL, INC.	Shares	312SH	$33.2K
20	FIRST HORIZON CORP	Shares	278SH	$29.5K
21	IFP Advisors, Inc	Shares	193SH	$20.5K
22	Versant Capital Management, Inc	Shares	181SH	$19.2K
23	EverSource Wealth Advisors, LLC	Shares	179SH	$19.0K
24	ELEVATION WEALTH PARTNERS, LLC	Shares	127SH	$13.5K
25	SJS Investment Consulting Inc.	Shares	50SH	$5.3K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	40SH	$4.3K
27	Valued Wealth Advisors LLC	Shares	36SH	$3.8K
28	Fortitude Family Office, LLC	Shares	30SH	$3.2K
29	Farther Finance Advisors, LLC	Shares	25SH	$2.7K
30	True Wealth Design, LLC	Shares	19SH	$2.0K
31	Wealth Enhancement Trust Services, Inc.	Shares	8SH	$850
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	7SH	$744
33	Cedar Mountain Advisors, LLC	Shares	6SH	$638
34	State of Alaska, Department of Revenue	Shares	4.3KSH	$451
35	AMALGAMATED BANK	Shares	3.0KSH	$315
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.3KSH	$137
37	TFC Financial Management, Inc.	Shares	1SH	$107
38	Davis Capital Management	Shares	1SH	$106
39	Hughes Financial Services, LLC	Shares	1SH	$106
40	SBI Securities Co., Ltd.	Shares	1SH	$106
41	Capital Advisors, Ltd. LLC	Shares	4SH	$0

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+507	+$296.8K	$1.7M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.3K	+$271.0K	$1.0M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.3K	+$259.0K	$977.9K
4	Abel Hall, LLC new	Shares	+2.2K	+$234.7K	$234.7K
5	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-27	+$220.1K	$1.5M
6	Robeco Institutional Asset Management B.V. new	Shares	+2.0K	+$212.0K	$212.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$209.4K	$430.5K
8	Unison Advisors LLC added	Shares	+88	+$176.6K	$1.2M
9	SummerHaven Investment Management, LLC unchanged	Shares	0	+$124.8K	$851.8K
10	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-367	+$116.0K	$1.0M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+431	+$93.4K	$370.7K
12	Louisiana State Employees Retirement System trimmed	Shares	-200	+$56.6K	$510.0K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-100	+$36.6K	$311.6K
14	Sequoia Financial Advisors, LLC trimmed	Shares	-180	+$30.4K	$319.2K
15	FIRST HORIZON CORP new	Shares	+278	+$29.5K	$29.5K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-189	+$23.5K	$277.6K
17	GAMMA Investing LLC added	Shares	+43	+$12.9K	$61.7K
18	IFP Advisors, Inc added	Shares	+79	+$10.2K	$20.5K
19	LANARK FINANCIAL, INC. added	Shares	+38	+$8.3K	$33.2K
20	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-17	+$7.6K	$62.1K
21	SJS Investment Consulting Inc. new	Shares	+50	+$5.3K	$5.3K
22	Versant Capital Management, Inc unchanged	Shares	0	+$2.8K	$19.2K
23	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1	+$2.1K	$13.5K
24	Valued Wealth Advisors LLC added	Shares	+8	+$1.3K	$3.8K
25	True Wealth Design, LLC added	Shares	+10	+$1.2K	$2.0K
26	Farther Finance Advisors, LLC added	Shares	+7	+$1.0K	$2.7K
27	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$850	$850
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$647	$4.3K
29	Fortitude Family Office, LLC unchanged	Shares	0	+$467	$3.2K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$109	$744
31	Davis Capital Management new	Shares	+1	+$106	$106
32	Hughes Financial Services, LLC new	Shares	+1	+$106	$106
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$94	$638
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+75	+$27	$137
35	AMALGAMATED BANK trimmed	Shares	-301	+$18	$315
36	TFC Financial Management, Inc. unchanged	Shares	0	+$16	$107
37	SBI Securities Co., Ltd. unchanged	Shares	0	+$15	$106
38	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
39	State of Alaska, Department of Revenue trimmed	Shares	-2.0K	-$116	$451
40	Sound Income Strategies, LLC exited	Shares	-16	-$1.5K	$0
41	Scarborough Advisors, LLC exited	Shares	-27	-$2.4K	$0
42	EverSource Wealth Advisors, LLC trimmed	Shares	-154	-$11.2K	$19.0K
43	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-5.2K	-$233.6K	$1.6M