Capital Advisors Ltd’s Preferred Bank PFBC Stock Holding History

Capital Advisors Ltd’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Hold	4	–	–	﹤0.01%	1534
2026 Q1	$0	Hold	4	–	–	﹤0.01%	1542
2025 Q4	$0	Hold	4	–	–	﹤0.01%	1520
2025 Q3	$0	Hold	4	–	–	﹤0.01%	1513
2025 Q2	$0	Hold	4	–	–	﹤0.01%	1565
2025 Q1	$0	Hold	4	–	–	﹤0.01%	1526
2024 Q4	$0	Hold	4	–	–	﹤0.01%	1526
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1554
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1582
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1506
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1440
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1431
2023 Q2	$0	Buy	+4	New	+$201	﹤0.01%	1482

Other funds holding PFBC

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Capital Advisors Ltd held its Preferred Bank (PFBC) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Capital Advisors Ltd first reported a position in PFBC in Q2 2023 and has held it in 13 quarters since. 27 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Capital Advisors Ltd held 4 shares of Preferred Bank worth $0 as of Q2 2026.
Capital Advisors Ltd left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1534 holding.
Capital Advisors Ltd first reported a position in Preferred Bank in Q2 2023 and has held it in 13 quarters since.
27 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

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