Preferred Bank
PFBC- Exchange
- Nasdaq
- SEC CIK
- 0001492165
No open-market purchases or sales by Preferred Bank insiders were filed in the last 90 days; 229 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Preferred Bank as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 229
- +24 vs. Q1 2026
- Shares held
- 10.4M
- +246.2K (+2.4%) vs. Q1 2026
- Total value
- $1.10B
- +$183.5M (+20.0%) vs. Q1 2026
- New holders
- 40
- 76 more added
- Sold out
- 16
- 72 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 229 | $1.10B |
| Q1 2026 | 207 | $920.2M |
| Q4 2025 | 219 | $1.04B |
| Q3 2025 | 213 | $945.7M |
| Q2 2025 | 210 | $939.8M |
| Q1 2025 | 221 | $953.3M |
| Q4 2024 | 220 | $994.7M |
| Q3 2024 | 216 | $908.2M |
| Q2 2024 | 209 | $843.4M |
| Q1 2024 | 195 | $873.0M |
| Q4 2023 | 195 | $796.7M |
| Q3 2023 | 186 | $649.9M |
| Q2 2023 | 169 | $595.0M |
| Q1 2023 | 174 | $664.4M |
| Q4 2022 | 177 | $833.0M |
| Q3 2022 | 157 | $700.4M |
| Q2 2022 | 160 | $748.3M |
| Q1 2022 | 163 | $828.8M |
| Q4 2021 | 145 | $793.4M |
| Q3 2021 | 128 | $736.2M |
| Q2 2021 | 130 | $712.5M |
| Q1 2021 | 133 | $726.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,159,221 | $123.2M | 0.00% | −45,702−3.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,077,055 | $114.4M | 0.08% | −5,146−0.5% | Reduced |
| State Street Corp | 646,206 | $68.7M | 0.00% | +57,617+9.8% | Added |
| Dimensional Fund Advisors LP | 573,320 | $60.9M | 0.01% | −5,834−1.0% | Reduced |
| Vanguard Capital Management LLC | 475,275 | $50.5M | 0.00% | −26,644−5.3% | Reduced |
| American Century Companies Inc | 447,109 | $47.5M | 0.02% | +46,789+11.7% | Added |
| Charles Schwab Investment Management Inc | 439,652 | $46.7M | 0.01% | +22,864+5.5% | Added |
| Boston Partners | 412,063 | $43.8M | 0.04% | +16,116+4.1% | Added |
| Geode Capital Management, LLC | 399,169 | $42.4M | 0.00% | +23,019+6.1% | Added |
| Nuveen, LLC | 332,262 | $35.3M | 0.01% | −1,200−0.4% | Reduced |
| Two Sigma Investments, LP | 315,265 | $33.5M | 0.03% | +130,540+70.7% | Added |
| Vanguard Portfolio Management LLC | 258,444 | $27.5M | 0.00% | +8,259+3.3% | Added |
| Morgan Stanley | 224,570 | $23.9M | 0.00% | +12,353+5.8% | Added |
| Goldman Sachs Group Inc | 174,961 | $18.6M | 0.00% | +11,512+7.0% | Added |
| Kennedy Capital Management, Inc. | 167,220 | $17.8M | 0.31% | −53,184−24.1% | Reduced |
| HSBC Holdings PLC | 154,396 | $16.3M | 0.01% | −17,361−10.1% | Reduced |
| Northern Trust Corp | 150,000 | $15.9M | 0.00% | +2,154+1.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 141,435 | $15.0M | 0.04% | +120+0.1% | Added |
| Stieven Capital Advisors, L.P. | 117,921 | $12.5M | 2.39% | −4,700−3.8% | Reduced |
| Bank of New York Mellon Corp | 116,241 | $12.4M | 0.00% | −3,861−3.2% | Reduced |
| Invesco Ltd. | 112,712 | $12.0M | 0.00% | +3,199+2.9% | Added |
| Dana Investment Advisors, Inc. | 105,736 | $11.2M | 0.29% | +26,315+33.1% | Added |
| Qube Research & Technologies Ltd | 96,660 | $10.3M | 0.01% | −4,388−4.3% | Reduced |
| Phocas Financial Corp. | 96,557 | $10.3M | 1.42% | −5,100−5.0% | Reduced |
| AQR Capital Management LLC | 83,058 | $8.83M | 0.00% | +47,795+135.5% | Added |
| Principal Financial Group Inc | 77,471 | $8.23M | 0.00% | +65+0.1% | Added |
| Maltese Capital Management LLC | 76,700 | $8.15M | 1.49% | −6,563−7.9% | Reduced |
| FMR LLC | 73,380 | $7.80M | 0.00% | +222+0.3% | Added |
| Vanguard Fiduciary Trust Co | 72,413 | $7.69M | 0.00% | −1,181−1.6% | Reduced |
| UBS Group AG | 70,158 | $7.45M | 0.00% | −11,613−14.2% | Reduced |
| Millennium Management LLC | 67,689 | $7.19M | 0.00% | +1,727+2.6% | Added |
| ProShare Advisors LLC | 67,640 | $7.19M | 0.01% | −4,047−5.6% | Reduced |
| Citadel Advisors LLC | 64,837 | $6.89M | 0.00% | −21,991−25.3% | Reduced |
| Public Sector Pension Investment Board | 62,805 | $6.67M | 0.02% | +1,758+2.9% | Added |
| De Lisle Partners LLP | 56,179 | $5.97M | 0.65% | 00.0% | Unchanged |
| CSM Advisors, LLC | 55,500 | $5.90M | 0.13% | +55,500 | New |
| Franklin Resources Inc | 51,071 | $5.43M | 0.00% | −2,319−4.3% | Reduced |
| JPMorgan Chase & Co | 42,072 | $4.47M | 0.00% | +13,644+48.0% | Added |
| D. E. Shaw & Co., Inc. | 40,979 | $4.35M | 0.00% | +19,941+94.8% | Added |
| Kestrel Investment Management Corp | 39,750 | $4.22M | 2.30% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 39,265 | $4.17M | 0.00% | −41−0.1% | Reduced |
| First Trust Advisors LP | 38,433 | $4.08M | 0.00% | −17,696−31.5% | Reduced |
| Federated Hermes, Inc. | 38,337 | $4.07M | 0.01% | +350+0.9% | Added |
| Prudential Financial Inc | 35,133 | $3.73M | 0.00% | +4,445+14.5% | Added |
| Ameriprise Financial Inc | 32,932 | $3.50M | 0.00% | −930−2.7% | Reduced |
| Rhumbline Advisers | 29,699 | $3.16M | 0.00% | −4,041−12.0% | Reduced |
| Bank of America Corp | 27,957 | $2.97M | 0.00% | −8,190−22.7% | Reduced |
| Legal & General Group Plc | 25,689 | $2.73M | 0.00% | −476−1.8% | Reduced |
| Royce & Associates LP | 25,156 | $2.67M | 0.02% | +166+0.7% | Added |
| Swiss National Bank | 22,589 | $2.40M | 0.00% | −600−2.6% | Reduced |
| New York State Common Retirement Fund | 22,572 | $2.40M | 0.00% | −1,700−7.0% | Reduced |
| UBS Asset Management Americas Inc | 20,827 | $2.21M | 0.00% | +2,032+10.8% | Added |
| XTX Topco Ltd | 20,736 | $2.20M | 0.03% | +634+3.2% | Added |
| Fisher Asset Management, LLC | 18,576 | $1.97M | 0.00% | +31+0.2% | Added |
| Russell Investments Group, Ltd. | 18,250 | $1.94M | 0.00% | +4,273+30.6% | Added |
| Trexquant Investment LP | 17,513 | $1.86M | 0.01% | −1,851−9.6% | Reduced |
| Quantbot Technologies LP | 17,408 | $1.85M | 0.07% | −1,927−10.0% | Reduced |
| Exchange Traded Concepts, LLC | 16,108 | $1.71M | 0.01% | +507+3.2% | Added |
| Angel Oak Capital Advisors, LLC | 15,500 | $1.65M | 2.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,356 | $1.63M | 0.00% | +8,358+119.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,331 | $1.63M | 0.03% | −5,208−25.4% | Reduced |
| Citigroup Inc | 15,300 | $1.63M | 0.00% | +3,638+31.2% | Added |
| Envestnet Asset Management Inc | 15,149 | $1.61M | 0.00% | +493+3.4% | Added |
| Gsa Capital Partners LLP | 14,863 | $1.58M | 0.10% | +12,322+484.9% | Added |
| Quantinno Capital Management LP | 14,461 | $1.54M | 0.00% | +9,322+181.4% | Added |
| SEI Investments Co | 14,448 | $1.54M | 0.00% | −7,527−34.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,294 | $1.52M | 0.04% | −27−0.2% | Reduced |
| Winton Group Ltd | 14,179 | $1.51M | 0.05% | −22−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,179 | $1.51M | 0.03% | +14,179 | New |
| LSV Asset Management | 14,020 | $1.49M | 0.00% | +4,220+43.1% | Added |
| Bridgeway Capital Management, LLC | 13,676 | $1.45M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 13,042 | $1.39M | 0.00% | −13,688−51.2% | Reduced |
| Squarepoint Ops LLC | 12,898 | $1.37M | 0.00% | −530−3.9% | Reduced |
| NewEdge Wealth, LLC | 12,640 | $1.34M | 0.01% | +2,679+26.9% | Added |
| California State Teachers Retirement System | 12,336 | $1.31M | 0.00% | +1,773+16.8% | Added |
| Deutsche Bank AG | 12,074 | $1.28M | 0.00% | +161+1.4% | Added |
| Renaissance Technologies LLC | 12,040 | $1.28M | 0.00% | −17,815−59.7% | Reduced |
| Alliancebernstein L.P. | 13,474 | $1.22M | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,831 | $1.15M | 0.08% | +88+0.8% | Added |
| Vanguard Global Advisers, LLC | 10,680 | $1.13M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,048 | $1.07M | 0.00% | +1,130+12.7% | Added |
| Tudor Investment Corp Et Al | 10,018 | $1.06M | 0.00% | −45,773−82.0% | Reduced |
| Wells Fargo & Company | 9,976 | $1.06M | 0.00% | +5,113+105.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,813 | $1.04M | 0.02% | +1,303+15.3% | Added |
| Great West Life Assurance Co | 9,824 | $1.04M | 0.00% | −1,114−10.2% | Reduced |
| Wedge Capital Management L L P | 9,586 | $1.02M | 0.02% | −367−3.7% | Reduced |
| Rafferty Asset Management, LLC | 9,259 | $983.9K | 0.00% | −909−8.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,203 | $977.9K | 0.00% | +1,276+16.1% | Added |
| Barclays PLC | 8,890 | $944.7K | 0.00% | −1,136−11.3% | Reduced |
| Intrust Bank NA | 8,250 | $876.6K | 0.06% | −439−5.1% | Reduced |
| CI Private Wealth, LLC | 8,229 | $874.4K | 0.00% | +8,229 | New |
| Vanguard Asset Management, Ltd | 8,097 | $860.4K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 8,016 | $851.8K | 0.46% | 00.0% | Unchanged |
| Credit Agricole S A | 7,640 | $811.8K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 7,510 | $798.0K | 0.10% | −770−9.3% | Reduced |
| Brevan Howard Capital Management LP | 7,369 | $783.0K | 0.01% | +4,025+120.4% | Added |
| Thrivent Financial for Lutherans | 7,232 | $768.0K | 0.00% | −328−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,804 | $723.0K | 0.00% | +208+3.2% | Added |
| MetLife Investment Management | 6,706 | $712.6K | 0.00% | +116+1.8% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $711.9K | 0.00% | 00.0% | Unchanged |