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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Empowered Funds's PFBC Position: Q1 2026 in Review

Empowered Funds opened a new position in Preferred Bank (PFBC) in Q1 2026: 2,837 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PFBC as recently as Q1 2025.

Empowered Funds first reported a position in PFBC in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.72M in Q3 2024. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

Empowered Funds held 2,837 shares of Preferred Bank worth $257K as of Q1 2026.
Preferred Bank was a new Empowered Funds position in Q1 2026.
Preferred Bank made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1898 holding.
Empowered Funds first reported a position in Preferred Bank in Q2 2023 and has held it in 9 quarters since.
Empowered Funds's Preferred Bank position peaked at $3.72M in Q3 2024.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.