Twin Peaks Wealth Advisors, LLC Preferred Bank Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Preferred Bank stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 22 shares of PFBC stock, worth $2,014. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$2,014% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PFBC
# of Institutions
221Shares Held
11.5MCall Options Held
0Put Options Held
3K-
Black Rock Inc. New York, NY1.33MShares$121 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.15MShares$105 Million0.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA887KShares$81.2 Million0.0% of portfolio
-
State Street Corp Boston, MA610KShares$55.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX608KShares$55.7 Million0.01% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.31B
- Description
- Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...