Louisiana State Employees Retirement System’s Preferred Bank PFBC Stock Holding History

Louisiana State Employees Retirement System’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	$510K	Sell	4,800 -200	-4%	-$19.2K	0.01%	1394
2026 Q1	$453K	Sell	5,000 -200	-4%	-$18.1K	0.01%	1373
2025 Q4	$491K	Sell	5,200 -100	-2%	-$9.32K	0.01%	1370
2025 Q3	$479K	Sell	5,300 -100	-2%	-$9.27K	0.01%	1345
2025 Q2	$467K	Sell	5,400 -400	-7%	-$33K	0.01%	1342
2025 Q1	$485K	Sell	5,800 -200	-3%	-$17.3K	0.01%	1328
2024 Q4	$518K	Hold	6,000	–	–	0.01%	1327
2024 Q3	$482K	Sell	6,000 -200	-3%	-$16K	0.01%	1376
2024 Q2	$468K	Hold	6,200	–	–	0.01%	1346
2024 Q1	$476K	Sell	6,200 -100	-2%	-$7.23K	0.01%	1351
2023 Q4	$460K	Sell	6,300 -400	-6%	-$26.1K	0.01%	1362
2023 Q3	$417K	Sell	6,700 -200	-3%	-$12.5K	0.01%	1360
2023 Q2	$379K	Buy	6,900 +700	+11%	+$35.2K	0.01%	1393
2023 Q1	$340K	Sell	6,200 -100	-2%	-$6.76K	0.01%	1370
2022 Q4	$470K	Sell	6,300 -200	-3%	-$14.6K	0.01%	1259
2022 Q3	$424K	Sell	6,500 -100	-2%	-$6.98K	0.01%	1272
2022 Q2	$468K	Hold	6,600	–	–	0.01%	1277
2022 Q1	$487K	Hold	6,600	–	–	0.01%	1308
2021 Q4	$474K	Hold	6,600	–	–	0.01%	1333
2021 Q3	$440K	Buy	6,600 +500	+8%	+$30.6K	0.01%	1344
2021 Q2	$386K	Sell	6,100 -100	-2%	-$6.65K	0.01%	1372
2021 Q1	$395K	Hold	6,200	–	–	0.01%	1353
2020 Q4	$313K	Sell	6,200 -100	-2%	-$3.9K	0.01%	1365
2020 Q3	$202K	Buy	+6,300	New	+$235K	0.01%	1368
2020 Q1	–	Sell	-4,630	Closed	-$278K	–	1369
2019 Q4	$278K	Sell	4,630 -470	-9%	-$25.8K	0.01%	1270
2019 Q3	$267K	Sell	5,100 -100	-2%	-$5.09K	0.01%	1269
2019 Q2	$259K	Hold	5,200	–	–	0.01%	1295
2019 Q1	$234K	Buy	5,200 +1	+0%	+$48	0.01%	1338
2018 Q4	$225K	Sell	5,199 -901	-15%	-$46K	0.01%	1321
2018 Q3	$357K	Buy	+6,100	New	+$382K	0.02%	1298

Other funds holding PFBC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 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

Louisiana State Employees Retirement System's PFBC Position: Q2 2026 in Review

Louisiana State Employees Retirement System reduced its Preferred Bank (PFBC) stake by 4% in Q2 2026, selling an estimated $19.2K and leaving 4,800 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #1394.

Louisiana State Employees Retirement System first reported a position in PFBC in Q3 2018 and has held it in 30 quarters since. The position peaked at $518K in Q4 2024. 41 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Louisiana State Employees Retirement System held 4,800 shares of Preferred Bank worth $510K as of Q2 2026.
Louisiana State Employees Retirement System sold 200 Preferred Bank shares in Q2 2026, an estimated $19.2K.
Preferred Bank made up 0.01% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #1394 holding.
Louisiana State Employees Retirement System first reported a position in Preferred Bank in Q3 2018 and has held it in 30 quarters since.
Louisiana State Employees Retirement System's Preferred Bank position peaked at $518K in Q4 2024.
41 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.