Y-Intercept (HK)’s Preferred Bank PFBC Stock Holding History

Y-Intercept (HK)’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	$1.63M	Sell	15,331 -5,208	-25%	-$500K	0.03%	818
2026 Q1	$1.86M	Buy	20,539 +9,546	+87%	+$865K	0.04%	746
2025 Q4	$1.04M	Buy	10,993 +6,890	+168%	+$642K	0.02%	965
2025 Q3	$371K	Buy	+4,103	New	+$380K	0.01%	1329

Other funds holding PFBC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Y-Intercept (HK)'s PFBC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Preferred Bank (PFBC) stake by 25% in Q2 2026, selling an estimated $500K and leaving 15,331 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #818.

Y-Intercept (HK) first reported a position in PFBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q1 2026. 34 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Y-Intercept (HK) held 15,331 shares of Preferred Bank worth $1.63M as of Q2 2026.
Y-Intercept (HK) sold 5,208 Preferred Bank shares in Q2 2026, an estimated $500K.
Preferred Bank made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #818 holding.
Y-Intercept (HK) first reported a position in Preferred Bank in Q3 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s Preferred Bank position peaked at $1.86M in Q1 2026.
34 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.