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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Panagora Asset Management Inc | 27 | $2.00K | 0.00% | −766−96.6% | Reduced |
| Meeder Asset Management Inc | 27 | $2.00K | 0.00% | +3+12.5% | Added |
| Quadrant Capital Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56 | $3.00K | 0.00% | −112−66.7% | Reduced |
| US Bancorp | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 356 | $22.0K | 0.01% | +9+2.6% | Added |
| Lazard Asset Management LLC | 473 | $29.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 535 | $34.0K | 0.05% | +535 | New |
| Advisor Group Holdings, Inc. | 617 | $39.0K | 0.00% | −947−60.5% | Reduced |
| The PNC Financial Services Group, Inc. | 860 | $55.0K | 0.00% | +6+0.7% | Added |
| Sofos Investments, Inc. | 0 | $63.0K | 0.03% | 0 | Unchanged |
| Ameritas Investment Partners, Inc. | 1,081 | $68.0K | 0.00% | −148−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,141 | $72.0K | 0.00% | +575+101.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,193 | $75.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,928 | $122.0K | 0.00% | +118+6.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,195 | $202.0K | 0.02% | −39−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,200 | $202.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,215 | $203.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 3,430 | $217.0K | 0.02% | −145−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 3,556 | $225.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,946 | $250.0K | 0.00% | −137−3.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $253.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,059 | $257.0K | 0.00% | −279−6.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,300 | $272.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,440 | $280.9K | 0.00% | −11−0.2% | Reduced |
| MetLife Investment Management | 4,747 | $300.3K | 0.00% | −1,826−27.8% | Reduced |
| Alps Advisors Inc | 5,239 | $331.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,617 | $355.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,864 | $371.0K | 0.00% | −235−3.9% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $386.0K | 0.01% | −100−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,234 | $394.4K | 0.00% | −812−11.5% | Reduced |
| IndexIQ Advisors LLC | 6,353 | $402.0K | 0.01% | +143+2.3% | Added |
| Amalgamated Bank | 6,738 | $426.0K | 0.00% | +6,738 | New |
| California Public Employees Retirement System | 6,890 | $436.0K | 0.00% | −21,310−75.6% | Reduced |
| Engineers Gate Manager LP | 7,208 | $456.0K | 0.03% | −3,243−31.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,824 | $495.0K | 0.00% | +142+1.8% | Added |
| First Trust Advisors LP | 7,884 | $499.0K | 0.00% | +595+8.2% | Added |
| SEI Investments Co | 8,113 | $512.0K | 0.00% | −320−3.8% | Reduced |
| Russell Investments Group, Ltd. | 8,272 | $523.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,376 | $530.0K | 0.00% | −644−7.1% | Reduced |
| 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 |
| State of Alaska, Department of Revenue | 9,378 | $593.0K | 0.01% | +199+2.2% | Added |
| Cornercap Investment Counsel Inc | 9,895 | $626.0K | 0.07% | −477−4.6% | Reduced |
| Winton Group Ltd | 10,021 | $634.0K | 0.03% | −347−3.3% | Reduced |
| Texas Permanent School Fund | 10,106 | $639.0K | 0.01% | −25−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,407 | $658.0K | 0.01% | −51−0.5% | Reduced |
| TD Asset Management Inc | 11,400 | $672.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,809 | $684.0K | 0.00% | +1,227+12.8% | Added |
| Exchange Traded Concepts, LLC | 11,195 | $708.0K | 0.02% | +1,165+11.6% | Added |
| Great West Life Assurance Co | 11,931 | $755.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,700 | $758.0K | 0.00% | −1,032−7.5% | Reduced |
| 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 |
| HSBC Holdings PLC | 12,885 | $819.0K | 0.00% | +12,885 | New |
| New York State Teachers Retirement System | 13,165 | $833.0K | 0.00% | −100−0.8% | Reduced |
| UBS Asset Management Americas Inc | 13,580 | $859.2K | 0.00% | −757−5.3% | Reduced |
| Thrivent Financial for Lutherans | 13,911 | $880.0K | 0.00% | +2,771+24.9% | Added |
| Alliancebernstein L.P. | 14,234 | $901.0K | 0.00% | −647−4.3% | Reduced |
| State of Tennessee, Treasury Department | 14,494 | $917.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,814 | $937.0K | 0.00% | −750−4.8% | Reduced |
| UBS Group AG | 15,256 | $965.0K | 0.00% | +2,859+23.1% | Added |
| Citigroup Inc | 15,515 | $982.0K | 0.00% | +5,528+55.4% | Added |
| Capital Impact Advisors, LLC | 18,390 | $1.16M | 0.38% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 18,673 | $1.18M | 0.23% | +598+3.3% | Added |
| California State Teachers Retirement System | 19,032 | $1.20M | 0.00% | −1,747−8.4% | Reduced |
| Credit Suisse AG | 19,998 | $1.26M | 0.00% | +2,787+16.2% | Added |
| Federated Hermes, Inc. | 20,111 | $1.27M | 0.00% | +19,682+4,587.9% | Added |
| Macquarie Group Ltd | 20,666 | $1.31M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,427 | $1.36M | 0.01% | −6,995−24.6% | Reduced |
| Parametric Portfolio Associates LLC | 23,117 | $1.46M | 0.00% | +461+2.0% | Added |
| Barclays PLC | 23,188 | $1.47M | 0.00% | −1,177−4.8% | Reduced |
| Two Sigma Advisers, LP | 23,900 | $1.51M | 0.00% | +14,500+154.3% | Added |
| Zacks Investment Management | 24,291 | $1.54M | 0.02% | +633+2.7% | Added |
| Wells Fargo & Company | 24,994 | $1.58M | 0.00% | −3,886−13.5% | Reduced |
| Aptus Capital Advisors, LLC | 26,060 | $1.65M | 0.08% | +3,916+17.7% | Added |
| Public Sector Pension Investment Board | 27,714 | $1.75M | 0.01% | −250−0.9% | Reduced |
| Bank of America Corp | 28,113 | $1.78M | 0.00% | −47,604−62.9% | Reduced |
| Two Sigma Investments, LP | 28,240 | $1.79M | 0.00% | +21,868+343.2% | Added |
| Legal & General Group Plc | 29,426 | $1.86M | 0.00% | −9,181−23.8% | Reduced |
| Millennium Management LLC | 30,634 | $1.94M | 0.00% | −16,892−35.5% | Reduced |
| New York State Common Retirement Fund | 31,534 | $2.00M | 0.00% | +114+0.4% | Added |
| Swiss National Bank | 32,889 | $2.08M | 0.00% | −1,200−3.5% | Reduced |
| American Century Companies Inc | 36,298 | $2.30M | 0.00% | +9,955+37.8% | Added |
| State of New Jersey Common Pension Fund D | 37,109 | $2.35M | 0.01% | +37,109 | New |
| Invesco Ltd. | 37,547 | $2.38M | 0.00% | −553−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 41,201 | $2.61M | 0.02% | +7,742+23.1% | Added |
| Eaton Vance Management | 41,594 | $2.63M | 0.00% | +150+0.4% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.77M | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 44,235 | $2.80M | 0.00% | −2,585−5.5% | Reduced |
| Victory Capital Management Inc | 44,655 | $2.83M | 0.00% | −620−1.4% | Reduced |
| Putnam Investments LLC | 55,400 | $3.50M | 0.01% | +55,400 | New |