PFBC — Preferred Bk Los Angeles Ca Com New Institutional Holders · Q3 2026
Who owns Preferred Bk Los Angeles Ca Com New (PFBC)? 8 institutions reported holding $171,775 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($65,247), MassMutual Private Wealth & Trust, FSB ($61,162), Versant Capital Management, Inc ($18,956).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $65,247 | 623 | Added |
| 2 | MassMutual Private Wealth & Trust, FSB | $61,162 | 584 | Hold |
| 3 | Versant Capital Management, Inc | $18,956 | 181 | Hold |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $13,411 | 128 | Added |
| 5 | Farther Finance Advisors, LLC | $9,740 | 93 | Added |
| 6 | GK Wealth Management LLC | $3,154 | 30 | New |
| 7 | Davis Capital Management | $105 | 1 | Hold |
| 8 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30