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Livermore
Livermore
ZHEN

Alps Advisors Inc

SEC CIK
0001376113
Latest filing
Jul 29, 2026

PFBC holding history

Preferred Bank in every 13F filed by Alps Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFBC overviewAll 13F holders of PFBCFull Q2 2026 holdings

Shares (Q2 2026)
5,642
Value
$599.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PFBC by Alps Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,642$599.5K<0.1%+76+1.4%AddedHolders
Q1 20265,566$504.8K<0.1%+650+13.2%AddedHolders
Q4 20254,916$464.2K<0.1%+54+1.1%AddedHolders
Q3 20254,862$439.5K<0.1%+428+9.7%AddedHolders
Q2 20254,434$383.7K<0.1%+54+1.2%AddedHolders
Q1 20254,380$366.4K<0.1%−50−1.1%ReducedHolders
Q4 20244,430$382.7K<0.1%00.0%UnchangedHolders
Q3 20244,430$355.5K<0.1%−257−5.5%ReducedHolders
Q2 20244,687$353.8K<0.1%−26−0.6%ReducedHolders
Q1 20244,713$361.8K<0.1%−404−7.9%ReducedHolders
Q4 20235,117$373.8K<0.1%−291−5.4%ReducedHolders
Q3 20235,408$336.6K<0.1%+306+6.0%AddedHolders
Q2 20235,102$280.6K<0.1%+40+0.8%AddedHolders
Q1 20235,062$277.4K<0.1%+381+8.1%AddedHolders
Q4 20224,681$349.3K<0.1%−19−0.4%ReducedHolders
Q3 20224,700$307.0K<0.1%+4,700NewHolders
Q1 20220$00.0%−6,073−100.0%Sold outHolders
Q4 20216,073$436.0K<0.1%+77+1.3%AddedHolders
Q3 20215,996$400.0K<0.1%+757+14.4%AddedHolders
Q2 20215,239$331.0K<0.1%00.0%UnchangedHolders
Q1 20215,239$334.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.