Wedge Capital Management’s Preferred Bank PFBC Stock Holding History

Wedge Capital Management’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	$1.02M	Sell	9,586 -367	-4%	-$35.2K	0.02%	406
2026 Q1	$903K	Sell	9,953 -18	-0.2%	-$1.63K	0.02%	443
2025 Q4	$942K	Sell	9,971 -87	-0.9%	-$8.11K	0.02%	433
2025 Q3	$909K	Sell	10,058 -278	-3%	-$25.8K	0.02%	441
2025 Q2	$895K	Buy	10,336 +1	+0%	+$82	0.02%	437
2025 Q1	$865K	Buy	10,335 +1,320	+15%	+$114K	0.02%	440
2024 Q4	$779K	Sell	9,015 -277	-3%	-$24.5K	0.01%	446
2024 Q3	$746K	Sell	9,292 -446	-5%	-$35.6K	0.01%	442
2024 Q2	$735K	Sell	9,738 -238	-2%	-$18K	0.01%	431
2024 Q1	$766K	Buy	9,976 +1,945	+24%	+$141K	0.01%	430
2023 Q4	$587K	Buy	8,031 +874	+12%	+$56.9K	0.01%	422
2023 Q3	$446K	Sell	7,157 -13,444	-65%	-$839K	0.01%	430
2023 Q2	$1.13M	Buy	+20,601	New	+$1.04M	0.02%	433
2018 Q2	–	Sell	-22,227	Closed	-$1.43M	–	607
2018 Q1	$1.43M	Sell	22,227 -2,573	-10%	-$164K	0.01%	302
2017 Q4	$1.46M	Sell	24,800 -1,300	-5%	-$79K	0.01%	312
2017 Q3	$1.57M	Hold	26,100	–	–	0.01%	295
2017 Q2	$1.4M	Hold	26,100	–	–	0.01%	290
2017 Q1	$1.4M	Sell	26,100 -1,000	-4%	-$54.3K	0.01%	278
2016 Q4	$1.42M	Sell	27,100 -6,500	-19%	-$275K	0.01%	281
2016 Q3	$1.2M	Hold	33,600	–	–	0.01%	300
2016 Q2	$970K	Buy	+33,600	New	+$1.05M	0.01%	320

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

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

Wedge Capital Management's PFBC Position: Q2 2026 in Review

Wedge Capital Management reduced its Preferred Bank (PFBC) stake by 3.7% in Q2 2026, selling an estimated $35.2K and leaving 9,586 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #406.

Wedge Capital Management first reported a position in PFBC in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2017. 41 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Wedge Capital Management held 9,586 shares of Preferred Bank worth $1.02M as of Q2 2026.
Wedge Capital Management sold 367 Preferred Bank shares in Q2 2026, an estimated $35.2K.
Preferred Bank made up 0.02% of Wedge Capital Management's portfolio in Q2 2026, its #406 holding.
Wedge Capital Management first reported a position in Preferred Bank in Q2 2016 and has held it in 21 quarters since.
Wedge Capital Management's Preferred Bank position peaked at $1.57M in Q3 2017.
41 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.