6 institutions reported holding $1.7M of PREFERRED BK LOS ANGELES CA (PFBC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.5M), MassMutual Private Wealth & Trust, FSB ($62,056), GAMMA Investing LLC ($61,737), Versant Capital Management, Inc ($19,233), ELEVATION WEALTH PARTNERS, LLC ($13,506). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.5M | 14,294 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $62,056 | 584 | Trimmed |
| 3 | GAMMA Investing LLC | $61,737 | 581 | Added |
| 4 | Versant Capital Management, Inc | $19,233 | 181 | Hold |
| 5 | ELEVATION WEALTH PARTNERS, LLC | $13,506 | 127 | Added |
| 6 | Cedar Mountain Advisors, LLC | $638 | 6 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30