Empirical Wealth Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
9,813
+1,303
+15% +$125K 0.02% 398
2026
Q1
$772K Buy
8,510
+1,928
+29% +$175K 0.01% 415
2025
Q4
$622K Buy
6,582
+717
+12% +$66.8K 0.01% 446
2025
Q3
$530K Buy
5,865
+887
+18% +$82.2K 0.01% 457
2025
Q2
$431K Buy
4,978
+646
+15% +$53.2K 0.01% 447
2025
Q1
$362K Buy
4,332
+834
+24% +$72.3K 0.01% 468
2024
Q4
$302K Buy
3,498
+394
+13% +$34.8K 0.01% 499
2024
Q3
$249K Buy
+3,104
New +$248K 0.01% 500

Other funds holding PFBC

Empirical Wealth Management's PFBC Position: Q2 2026 in Review

Empirical Wealth Management increased its Preferred Bank (PFBC) stake by 15% in Q2 2026, buying an estimated $125K and bringing the position to 9,813 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #398.

Empirical Wealth Management first reported a position in PFBC in Q3 2024 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Empirical Wealth Management held 9,813 shares of Preferred Bank worth $1.04M as of Q2 2026.
  • Empirical Wealth Management bought 1,303 Preferred Bank shares in Q2 2026, an estimated $125K.
  • Preferred Bank made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Empirical Wealth Management first reported a position in Preferred Bank in Q3 2024 and has held it in 8 quarters since.
  • 108 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.