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Empowered Funds’s Preferred Bank PFBC Stock Holding History

Empowered Funds’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 		$211K Sell
1,985
-852
-30% -$81.8K ﹤0.01% 2002
2026
Q1 		$257K Buy
+2,837
New +$257K ﹤0.01% 1898
2025
Q2 		– Sell
-25,605
Closed -$2.14M – 1823
2025
Q1 		$2.14M Sell
25,605
-12,760
-33% -$1.11M 0.03% 710
2024
Q4 		$3.31M Sell
38,365
-8,002
-17% -$706K 0.05% 514
2024
Q3 		$3.72M Buy
46,367
+2,278
+5% +$182K 0.06% 455
2024
Q2 		$3.33M Buy
44,089
+3,060
+7% +$231K 0.06% 442
2024
Q1 		$3.15M Buy
41,029
+2,975
+8% +$215K 0.06% 444
2023
Q4 		$2.78M Buy
38,054
+3,349
+10% +$218K 0.07% 403
2023
Q3 		$2.16M Buy
34,705
+2,844
+9% +$178K 0.06% 430
2023
Q2 		$1.75M Buy
+31,861
New +$1.6M 0.06% 447

Other funds holding PFBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Empowered Funds's PFBC Position: Q2 2026 in Review

Empowered Funds reduced its Preferred Bank (PFBC) stake by 30% in Q2 2026, selling an estimated $81.8K and leaving 1,985 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Empowered Funds first reported a position in PFBC in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.72M in Q3 2024. 230 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

  • Empowered Funds held 1,985 shares of Preferred Bank worth $211K as of Q2 2026.
  • Empowered Funds sold 852 Preferred Bank shares in Q2 2026, an estimated $81.8K.
  • Preferred Bank made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2002 holding.
  • Empowered Funds first reported a position in Preferred Bank in Q2 2023 and has held it in 10 quarters since.
  • Empowered Funds's Preferred Bank position peaked at $3.72M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.