Unison Advisors’s Preferred Bank PFBC Stock Holding History

Unison Advisors’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	$1.15M	Buy	10,831 +88	+0.8%	+$8.45K	0.08%	93
2026 Q1	$974K	Buy	10,743 +80	+0.8%	+$7.25K	0.07%	108
2025 Q4	$1.01M	Buy	10,663 +89	+0.8%	+$8.3K	0.09%	94
2025 Q3	$956K	Buy	10,574 +84	+0.8%	+$7.79K	0.09%	104
2025 Q2	$908K	Buy	10,490 +102	+1%	+$8.41K	0.1%	99
2025 Q1	$869K	Buy	10,388 +81	+0.8%	+$7.02K	0.11%	98
2024 Q4	$890K	Buy	10,307 +85	+0.8%	+$7.5K	0.11%	96
2024 Q3	$820K	Buy	10,222 +95	+0.9%	+$7.59K	0.1%	106
2024 Q2	$764K	Buy	10,127 +94	+0.9%	+$7.11K	0.1%	110
2024 Q1	$770K	Buy	10,033 +75	+0.8%	+$5.42K	0.08%	107
2023 Q4	$727K	Buy	9,958 +85	+0.9%	+$5.54K	0.08%	108
2023 Q3	$615K	Hold	9,873	–	–	0.07%	110
2023 Q2	$543K	Buy	+9,873	New	+$497K	0.06%	118

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

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Unison Advisors's PFBC Position: Q2 2026 in Review

Unison Advisors increased its Preferred Bank (PFBC) stake by 0.82% in Q2 2026, buying an estimated $8.45K and bringing the position to 10,831 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #93.

Unison Advisors first reported a position in PFBC in Q2 2023 and has held it in 13 quarters since. 41 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Unison Advisors held 10,831 shares of Preferred Bank worth $1.15M as of Q2 2026.
Unison Advisors bought 88 Preferred Bank shares in Q2 2026, an estimated $8.45K.
Preferred Bank made up 0.08% of Unison Advisors's portfolio in Q2 2026, its #93 holding.
Unison Advisors first reported a position in Preferred Bank in Q2 2023 and has held it in 13 quarters since.
41 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.