Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in PFBC — Preferred Bank

CIK 1510434 Seattle, WA

Back to PFBC Full portfolio

Position in PFBC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,042,729

+$270,958 QoQ

Shares Held

9,813

+15.3% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#84

of 228 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $29,061,416 across 37 Banks - Regional names. PFBC ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc.	157,722	$5,054,989
2	USB	US Bancorp \De\	42,284	$2,553,952
3	PNC	Pnc Financial Services Group, Inc.	7,448	$1,833,846
4	FITB	Fifth Third Bancorp	31,902	$1,798,315
5	MTB	M&T Bank Corp	5,923	$1,409,732
6	FBP	First Bancorp /Pr/	43,053	$1,122,391
7	PFBC	Preferred Bank This page	9,813	$1,042,729
8	ZION	Zions Bancorporation, National Association /Ut/	14,303	$989,624

All Filings in PFBC

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,729	9,813	+15.3%	Shares	Other	2026-07-15
2026-03-31	$771,771	8,510	+29.3%	Shares	Other	2026-05-04
2025-12-31	$621,538	6,582	+12.2%	Shares	Sole	2026-01-16
2025-09-30	$530,137	5,865	+17.8%	Shares	Sole	2025-11-10
2025-06-30	$430,845	4,978	+14.9%	Shares	Sole	2025-07-21
2025-03-31	$362,415	4,332	+23.8%	Shares	Sole	2025-05-08
2024-12-31	$302,157	3,498	+12.7%	Shares	Sole	2025-01-22
2024-09-30	$249,096	3,104	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.