Yousif Capital Management’s Preferred Bank PFBC Stock Holding History

Yousif 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	$312K	Sell	2,932 -100	-3%	-$9.6K	﹤0.01%	1490
2026 Q1	$275K	Sell	3,032 -60	-2%	-$5.43K	﹤0.01%	1645
2025 Q4	$300K	Sell	3,092 -470	-13%	-$43.8K	﹤0.01%	1635
2025 Q3	$322K	Sell	3,562 -781	-18%	-$72.4K	﹤0.01%	1611
2025 Q2	$376K	Sell	4,343 -225	-5%	-$18.5K	﹤0.01%	1578
2025 Q1	$382K	Sell	4,568 -135	-3%	-$11.7K	﹤0.01%	1548
2024 Q4	$406K	Sell	4,703 -100	-2%	-$8.83K	﹤0.01%	1564
2024 Q3	$385K	Sell	4,803 -171	-3%	-$13.7K	﹤0.01%	1616
2024 Q2	$375K	Sell	4,974 -695	-12%	-$52.5K	﹤0.01%	1597
2024 Q1	$435K	Sell	5,669 -1,222	-18%	-$88.4K	﹤0.01%	1573
2023 Q4	$503K	Sell	6,891 -258	-4%	-$16.8K	0.01%	1529
2023 Q3	$445K	Buy	7,149 +200	+3%	+$12.5K	0.01%	1536
2023 Q2	$382K	Sell	6,949 -490	-7%	-$24.7K	﹤0.01%	1613
2023 Q1	$408K	Sell	7,439 -1,165	-14%	-$78.8K	0.01%	1574
2022 Q4	$642K	Sell	8,604 -3,050	-26%	-$222K	0.01%	1387
2022 Q3	$760K	Sell	11,654 -237	-2%	-$16.5K	0.01%	1331
2022 Q2	$809K	Sell	11,891 -1,958	-14%	-$134K	0.01%	1341
2022 Q1	$1.03M	Sell	13,849 -350	-2%	-$27.1K	0.01%	1347
2021 Q4	$1.02M	Buy	+14,199	New	+$982K	0.01%	1359

Other funds holding PFBC

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Yousif Capital Management reduced its Preferred Bank (PFBC) stake by 3.3% in Q2 2026, selling an estimated $9.6K and leaving 2,932 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Yousif Capital Management first reported a position in PFBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2022. 28 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Yousif Capital Management held 2,932 shares of Preferred Bank worth $312K as of Q2 2026.
Yousif Capital Management sold 100 Preferred Bank shares in Q2 2026, an estimated $9.6K.
Preferred Bank made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1490 holding.
Yousif Capital Management first reported a position in Preferred Bank in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Preferred Bank position peaked at $1.03M in Q1 2022.
28 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.