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Capital Advisors Ltd’s PCB Bancorp PCB Stock Holding History

Capital Advisors Ltd’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Hold
424
– – ﹤0.01% 825
2026
Q1 		$10K Hold
424
– – ﹤0.01% 835
2025
Q4 		$9K Hold
424
– – ﹤0.01% 838
2025
Q3 		$9K Hold
424
– – ﹤0.01% 827
2025
Q2 		$9K Hold
424
– – ﹤0.01% 823
2025
Q1 		$8K Hold
424
– – ﹤0.01% 834
2024
Q4 		$9K Hold
424
– – ﹤0.01% 816
2024
Q3 		$8K Hold
424
– – ﹤0.01% 825
2024
Q2 		$7K Buy
424
+182
+75% +$2.78K ﹤0.01% 841
2024
Q1 		$4K Hold
242
– – ﹤0.01% 926
2023
Q4 		$4K Hold
242
– – ﹤0.01% 905
2023
Q3 		$4K Hold
242
– – ﹤0.01% 890
2023
Q2 		$4K Buy
242
+200
+476% +$2.85K ﹤0.01% 896
2023
Q1 		$1K Buy
+42
New +$725 ﹤0.01% 1086

Other funds holding PCB

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd's PCB Position: Q2 2026 in Review

Capital Advisors Ltd held its PCB Bancorp (PCB) position steady in Q2 2026 at 424 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Capital Advisors Ltd first reported a position in PCB in Q1 2023 and has held it in 14 quarters since. 7 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

  • Capital Advisors Ltd held 424 shares of PCB Bancorp worth $12K as of Q2 2026.
  • Capital Advisors Ltd left its PCB Bancorp share count unchanged in Q2 2026.
  • PCB Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #825 holding.
  • Capital Advisors Ltd first reported a position in PCB Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 7 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.