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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
Teachers Retirement System of the State of Kentucky4,300$274.0K0.00%––
ProShare Advisors LLC4,083$260.0K0.00%––
Sheaff Brock Investment Advisors, LLC4,000$255.0K0.03%––
6 Meridian3,575$228.0K0.02%––
Public Employees Retirement System of Ohio3,556$226.0K0.00%––
Mount Yale Investment Advisors, LLC3,234$206.0K0.03%––
State Board of Administration of Florida Retirement System3,215$205.0K0.00%––
Ensign Peak Advisors, Inc3,200$204.0K0.00%––
Cubist Systematic Strategies, LLC3,182$203.0K0.00%––
SG Americas Securities, LLC2,987$190.0K0.00%––
Mutual of America Capital Management LLC1,810$115.0K0.00%––
Advisor Group Holdings, Inc.1,564$100.0K0.00%––
Ameritas Investment Partners, Inc.1,229$78.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,193$76.0K0.00%––
The PNC Financial Services Group, Inc.854$55.0K0.00%––
Panagora Asset Management Inc793$50.0K0.00%––
Tower Research Capital LLC (TRC)566$36.0K0.00%––
Lazard Asset Management LLC473$30.0K0.00%––
Federated Hermes, Inc.429$27.0K0.00%––
Parkside Financial Bank & Trust347$22.0K0.01%––
Rockefeller Capital Management L.P.168$10.0K0.00%––
STRS Ohio100$6.00K0.00%––
Fieldpoint Private Securities, LLC100$6.00K0.00%––
US Bancorp44$3.00K0.00%––
Meeder Asset Management Inc24$2.00K0.00%––
Signaturefd, LLC36$2.00K0.00%––
Quadrant Capital Group LLC29$2.00K0.00%––
Versant Capital Management, Inc36$2.00K0.00%––
Lindbrook Capital, LLC30$2.00K0.00%––
Harbour Investments, Inc.8$1.00K0.00%––
AlphaMark Advisors, LLC17$1.00K0.00%––
Captrust Financial Advisors8$1.00K0.00%––
Sofos Investments, Inc.0$10.00%––
Advisors Asset Management, Inc.0$00.00%––