Empirical Wealth Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
Other funds holding PFBC
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PFC
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.