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 2021
Institutional positions in Preferred Bank as of Jun 30, 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
- 130
- −3 vs. Q1 2021
- Shares held
- 11.3M
- −147.2K (−1.3%) vs. Q1 2021
- Total value
- $712.5M
- −$14.0M (−1.9%) vs. Q1 2021
- New holders
- 7
- 41 more added
- Sold out
- 10
- 55 more reduced
Compare with Q1 2021: 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 | $985.1M |
| Q3 2025 | 213 | $941.8M |
| Q2 2025 | 210 | $932.4M |
| Q1 2025 | 221 | $953.0M |
| Q4 2024 | 220 | $994.7M |
| Q3 2024 | 216 | $893.3M |
| Q2 2024 | 209 | $832.1M |
| Q1 2024 | 195 | $823.4M |
| Q4 2023 | 195 | $766.9M |
| Q3 2023 | 186 | $649.9M |
| Q2 2023 | 169 | $595.0M |
| Q1 2023 | 174 | $612.4M |
| Q4 2022 | 177 | $833.0M |
| Q3 2022 | 157 | $700.4M |
| Q2 2022 | 160 | $748.3M |
| Q1 2022 | 163 | $828.8M |
| Q4 2021 | 145 | $791.3M |
| Q3 2021 | 128 | $736.2M |
| Q2 2021 | 130 | $712.5M |
| Q1 2021 | 133 | $726.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,097,701 | $132.7M | 0.00% | −98,137−4.5% | Reduced |
| Price T Rowe Associates Inc | 1,134,913 | $71.8M | 0.01% | −988−0.1% | Reduced |
| Vanguard Group Inc | 894,809 | $56.6M | 0.00% | +21,243+2.4% | Added |
| FMR LLC | 878,096 | $55.6M | 0.00% | +25,305+3.0% | Added |
| State Street Corp | 625,524 | $39.6M | 0.00% | +53,821+9.4% | Added |
| Dimensional Fund Advisors LP | 616,770 | $39.0M | 0.01% | −13,702−2.2% | Reduced |
| Nuveen Asset Management, LLC | 538,999 | $34.1M | 0.01% | −105,931−16.4% | Reduced |
| Stieven Capital Advisors, L.P. | 303,997 | $19.2M | 2.37% | +38,100+14.3% | Added |
| Boston Partners | 285,318 | $18.0M | 0.02% | −2,284−0.8% | Reduced |
| Geode Capital Management, LLC | 233,379 | $14.8M | 0.00% | −3,756−1.6% | Reduced |
| Northern Trust Corp | 211,242 | $13.4M | 0.00% | +1,242+0.6% | Added |
| Bank of Montreal | 162,980 | $10.9M | 0.01% | +37,799+30.2% | Added |
| Bank of New York Mellon Corp | 171,573 | $10.9M | 0.00% | −3,533−2.0% | Reduced |
| Renaissance Technologies LLC | 170,855 | $10.8M | 0.01% | −45,900−21.2% | Reduced |
| Phocas Financial Corp. | 149,752 | $9.47M | 1.19% | −6,842−4.4% | Reduced |
| LSV Asset Management | 148,979 | $9.43M | 0.02% | −2,800−1.8% | Reduced |
| Royal Bank of Canada | 127,644 | $8.08M | 0.00% | +21,253+20.0% | Added |
| Goldman Sachs Group Inc | 119,918 | $7.59M | 0.00% | −50,167−29.5% | Reduced |
| Maltese Capital Management LLC | 119,898 | $7.59M | 1.20% | +4,868+4.2% | Added |
| Principal Financial Group Inc | 114,576 | $7.25M | 0.00% | +7,744+7.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 108,335 | $6.85M | 0.02% | +6,800+6.7% | Added |
| Royce & Associates LP | 106,167 | $6.72M | 0.05% | +86,596+442.5% | Added |
| Charles Schwab Investment Management Inc | 94,584 | $5.99M | 0.00% | +1,503+1.6% | Added |
| JPMorgan Chase & Co | 94,406 | $5.97M | 0.00% | +39,522+72.0% | Added |
| Ameriprise Financial Inc | 89,054 | $5.63M | 0.00% | −86,907−49.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 84,233 | $5.33M | 1.59% | −58,320−40.9% | Reduced |
| EJF Capital LLC | 77,697 | $4.92M | 0.44% | +23,294+42.8% | Added |
| Morgan Stanley | 70,529 | $4.46M | 0.00% | +5,526+8.5% | Added |
| Baird Financial Group, Inc. | 65,539 | $4.15M | 0.01% | −1,415−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 56,000 | $3.54M | 0.06% | 00.0% | Unchanged |
| Putnam Investments LLC | 55,400 | $3.50M | 0.01% | +55,400 | New |
| Victory Capital Management Inc | 44,655 | $2.83M | 0.00% | −620−1.4% | Reduced |
| Rhumbline Advisers | 44,235 | $2.80M | 0.00% | −2,585−5.5% | Reduced |
| Premier Fund Managers Ltd | 43,400 | $2.77M | 0.09% | 00.0% | Unchanged |
| Eaton Vance Management | 41,594 | $2.63M | 0.00% | +150+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 41,201 | $2.61M | 0.02% | +7,742+23.1% | Added |
| Invesco Ltd. | 37,547 | $2.38M | 0.00% | −553−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 37,109 | $2.35M | 0.01% | +37,109 | New |
| American Century Companies Inc | 36,298 | $2.30M | 0.00% | +9,955+37.8% | Added |
| Swiss National Bank | 32,889 | $2.08M | 0.00% | −1,200−3.5% | Reduced |
| New York State Common Retirement Fund | 31,534 | $2.00M | 0.00% | +114+0.4% | Added |
| Millennium Management LLC | 30,634 | $1.94M | 0.00% | −16,892−35.5% | Reduced |
| Legal & General Group Plc | 29,426 | $1.86M | 0.00% | −9,181−23.8% | Reduced |
| Two Sigma Investments, LP | 28,240 | $1.79M | 0.00% | +21,868+343.2% | Added |
| Bank of America Corp | 28,113 | $1.78M | 0.00% | −47,604−62.9% | Reduced |
| Public Sector Pension Investment Board | 27,714 | $1.75M | 0.01% | −250−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 26,060 | $1.65M | 0.08% | +3,916+17.7% | Added |
| Wells Fargo & Company | 24,994 | $1.58M | 0.00% | −3,886−13.5% | Reduced |
| Zacks Investment Management | 24,291 | $1.54M | 0.02% | +633+2.7% | Added |
| Two Sigma Advisers, LP | 23,900 | $1.51M | 0.00% | +14,500+154.3% | Added |
| Barclays PLC | 23,188 | $1.47M | 0.00% | −1,177−4.8% | Reduced |
| Parametric Portfolio Associates LLC | 23,117 | $1.46M | 0.00% | +461+2.0% | Added |
| Acadian Asset Management LLC | 21,427 | $1.36M | 0.01% | −6,995−24.6% | Reduced |
| Macquarie Group Ltd | 20,666 | $1.31M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,111 | $1.27M | 0.00% | +19,682+4,587.9% | Added |
| Credit Suisse AG | 19,998 | $1.26M | 0.00% | +2,787+16.2% | Added |
| California State Teachers Retirement System | 19,032 | $1.20M | 0.00% | −1,747−8.4% | Reduced |
| Advantage Alpha Capital Partners LP | 18,673 | $1.18M | 0.23% | +598+3.3% | Added |
| Capital Impact Advisors, LLC | 18,390 | $1.16M | 0.38% | 00.0% | Unchanged |
| Citigroup Inc | 15,515 | $982.0K | 0.00% | +5,528+55.4% | Added |
| UBS Group AG | 15,256 | $965.0K | 0.00% | +2,859+23.1% | Added |
| Prudential Financial Inc | 14,814 | $937.0K | 0.00% | −750−4.8% | Reduced |
| State of Tennessee, Treasury Department | 14,494 | $917.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 14,234 | $901.0K | 0.00% | −647−4.3% | Reduced |
| Thrivent Financial for Lutherans | 13,911 | $880.0K | 0.00% | +2,771+24.9% | Added |
| UBS Asset Management Americas Inc | 13,580 | $859.2K | 0.00% | −757−5.3% | Reduced |
| New York State Teachers Retirement System | 13,165 | $833.0K | 0.00% | −100−0.8% | Reduced |
| HSBC Holdings PLC | 12,885 | $819.0K | 0.00% | +12,885 | New |
| Citadel Advisors LLC | 12,827 | $811.0K | 0.00% | −22,809−64.0% | Reduced |
| AQR Capital Management LLC | 12,813 | $811.0K | 0.00% | −934−6.8% | Reduced |
| Comerica Bank | 12,700 | $758.0K | 0.00% | −1,032−7.5% | Reduced |
| Great West Life Assurance Co | 11,931 | $755.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,195 | $708.0K | 0.02% | +1,165+11.6% | Added |
| Rafferty Asset Management, LLC | 10,809 | $684.0K | 0.00% | +1,227+12.8% | Added |
| TD Asset Management Inc | 11,400 | $672.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,407 | $658.0K | 0.01% | −51−0.5% | Reduced |
| Texas Permanent School Fund | 10,106 | $639.0K | 0.01% | −25−0.2% | Reduced |
| Winton Group Ltd | 10,021 | $634.0K | 0.03% | −347−3.3% | Reduced |
| Cornercap Investment Counsel Inc | 9,895 | $626.0K | 0.07% | −477−4.6% | Reduced |
| State of Alaska, Department of Revenue | 9,378 | $593.0K | 0.01% | +199+2.2% | Added |
| American International Group, Inc. | 8,934 | $565.0K | 0.00% | −224−2.4% | Reduced |
| DuPont Capital Management Corp | 8,932 | $565.0K | 0.01% | +8,932 | New |
| Deutsche Bank AG | 8,376 | $530.0K | 0.00% | −644−7.1% | Reduced |
| Russell Investments Group, Ltd. | 8,272 | $523.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 8,113 | $512.0K | 0.00% | −320−3.8% | Reduced |
| First Trust Advisors LP | 7,884 | $499.0K | 0.00% | +595+8.2% | Added |
| Manufacturers Life Insurance Company, The | 7,824 | $495.0K | 0.00% | +142+1.8% | Added |
| Engineers Gate Manager LP | 7,208 | $456.0K | 0.03% | −3,243−31.0% | Reduced |
| California Public Employees Retirement System | 6,890 | $436.0K | 0.00% | −21,310−75.6% | Reduced |
| Amalgamated Bank | 6,738 | $426.0K | 0.00% | +6,738 | New |
| IndexIQ Advisors LLC | 6,353 | $402.0K | 0.01% | +143+2.3% | Added |
| BNP Paribas Arbitrage, SA | 6,234 | $394.4K | 0.00% | −812−11.5% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $386.0K | 0.01% | −100−1.6% | Reduced |
| Voya Investment Management LLC | 5,864 | $371.0K | 0.00% | −235−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,617 | $355.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,239 | $331.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,747 | $300.3K | 0.00% | −1,826−27.8% | Reduced |
| Metropolitan Life Insurance Co | 4,440 | $280.9K | 0.00% | −11−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,300 | $272.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,059 | $257.0K | 0.00% | −279−6.4% | Reduced |