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Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

PFBC holding history

Preferred Bank in every 13F filed by Aptus Capital Advisors, LLC, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of PFBC by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−59,033−100.0%Sold outHolders
Q1 202359,033$3.24M0.1%+6,872+13.2%AddedHolders
Q4 202252,161$3.89M0.1%+5,518+11.8%AddedHolders
Q3 202246,643$3.04M0.1%+2,562+5.8%AddedHolders
Q2 202244,081$3.00M0.1%+1,613+3.8%AddedHolders
Q1 202242,468$3.15M0.1%+3,236+8.2%AddedHolders
Q4 202139,232$2.82M0.1%+7,476+23.5%AddedHolders
Q3 202131,756$2.12M0.1%+5,696+21.9%AddedHolders
Q2 202126,060$1.65M0.1%+3,916+17.7%AddedHolders
Q1 202122,144$1.41M0.1%––Holders

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