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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, Q1 2021

Institutional positions in Preferred Bank as of Mar 31, 2021. 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
133
No complete 13F data for Q4 2020
Shares held
11.4M
No complete 13F data for Q4 2020
Total value
$726.5M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 133 institutions
Q1 2021: 133 institutionsQ2 2021: 130 institutionsQ3 2021: 128 institutionsQ4 2021: 145 institutionsQ1 2022: 163 institutionsQ2 2022: 160 institutionsQ3 2022: 157 institutionsQ4 2022: 177 institutionsQ1 2023: 174 institutionsQ2 2023: 169 institutionsQ3 2023: 186 institutionsQ4 2023: 195 institutionsQ1 2024: 195 institutionsQ2 2024: 209 institutionsQ3 2024: 216 institutionsQ4 2024: 220 institutionsQ1 2025: 221 institutionsQ2 2025: 210 institutionsQ3 2025: 213 institutionsQ4 2025: 219 institutionsQ1 2026: 207 institutionsQ2 2026: 229 institutions
Value heldQ1 2021: $726.5M
Q1 2021: $726.5MQ2 2021: $712.5MQ3 2021: $736.2MQ4 2021: $791.3MQ1 2022: $828.8MQ2 2022: $748.3MQ3 2022: $700.4MQ4 2022: $833.0MQ1 2023: $612.4MQ2 2023: $595.0MQ3 2023: $649.9MQ4 2023: $766.9MQ1 2024: $823.4MQ2 2024: $832.1MQ3 2024: $893.3MQ4 2024: $994.7MQ1 2025: $953.0MQ2 2025: $932.4MQ3 2025: $941.8MQ4 2025: $985.1MQ1 2026: $920.2MQ2 2026: $1.10B
Institutions holding PFBC and their total value by quarter
QuarterHoldersValue
Q2 2026229$1.10B
Q1 2026207$920.2M
Q4 2025219$985.1M
Q3 2025213$941.8M
Q2 2025210$932.4M
Q1 2025221$953.0M
Q4 2024220$994.7M
Q3 2024216$893.3M
Q2 2024209$832.1M
Q1 2024195$823.4M
Q4 2023195$766.9M
Q3 2023186$649.9M
Q2 2023169$595.0M
Q1 2023174$612.4M
Q4 2022177$833.0M
Q3 2022157$700.4M
Q2 2022160$748.3M
Q1 2022163$828.8M
Q4 2021145$791.3M
Q3 2021128$736.2M
Q2 2021130$712.5M
Q1 2021133$726.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Preferred Bank.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PFBC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc45,275$2.88M0.00%––
Rhumbline Advisers46,820$2.98M0.00%––
Millennium Management LLC47,526$3.03M0.00%––
EJF Capital LLC54,403$3.46M0.25%––
JPMorgan Chase & Co54,884$3.50M0.00%––
Bridgeway Capital Management, LLC56,000$3.57M0.07%––
Morgan Stanley65,003$4.14M0.00%––
Baird Financial Group, Inc.66,954$4.26M0.01%––
Bank of America Corp75,717$4.82M0.00%––
Charles Schwab Investment Management Inc93,081$5.93M0.00%––
Hotchkis & Wiley Capital Management LLC101,535$6.47M0.02%––
Royal Bank of Canada106,391$6.77M0.00%––
Principal Financial Group Inc106,832$6.80M0.00%––
Maltese Capital Management LLC115,030$7.33M0.96%––
Bank of Montreal125,181$8.25M0.01%––
Philadelphia Financial Management of San Francisco, LLC142,553$9.08M2.75%––
LSV Asset Management151,779$9.66M0.02%––
Phocas Financial Corp.156,594$9.97M1.31%––
Goldman Sachs Group Inc170,085$10.8M0.00%––
Bank of New York Mellon Corp175,106$11.2M0.00%––
Ameriprise Financial Inc175,961$11.2M0.00%––
Northern Trust Corp210,000$13.4M0.00%––
Renaissance Technologies LLC216,755$13.8M0.02%––
Geode Capital Management, LLC237,135$15.1M0.00%––
Stieven Capital Advisors, L.P.265,897$16.9M2.11%––
Boston Partners287,602$18.4M0.02%––
State Street Corp571,703$36.4M0.00%––
Dimensional Fund Advisors LP630,472$40.1M0.01%––
Nuveen Asset Management, LLC644,930$41.1M0.01%––
FMR LLC852,791$54.3M0.00%––
Vanguard Group Inc873,566$55.6M0.00%––
Price T Rowe Associates Inc1,135,901$72.3M0.01%––
BlackRock Inc.2,195,838$139.8M0.00%––
Advisors Asset Management, Inc.0$00.00%––