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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 56,000 | $3.54M | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 65,539 | $4.15M | 0.01% | −1,415−2.1% | Reduced |
| Morgan Stanley | 70,529 | $4.46M | 0.00% | +5,526+8.5% | Added |
| EJF Capital LLC | 77,697 | $4.92M | 0.44% | +23,294+42.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 84,233 | $5.33M | 1.59% | −58,320−40.9% | Reduced |
| Ameriprise Financial Inc | 89,054 | $5.63M | 0.00% | −86,907−49.4% | Reduced |
| JPMorgan Chase & Co | 94,406 | $5.97M | 0.00% | +39,522+72.0% | Added |
| Charles Schwab Investment Management Inc | 94,584 | $5.99M | 0.00% | +1,503+1.6% | Added |
| Royce & Associates LP | 106,167 | $6.72M | 0.05% | +86,596+442.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 108,335 | $6.85M | 0.02% | +6,800+6.7% | Added |
| Principal Financial Group Inc | 114,576 | $7.25M | 0.00% | +7,744+7.2% | Added |
| Maltese Capital Management LLC | 119,898 | $7.59M | 1.20% | +4,868+4.2% | Added |
| Goldman Sachs Group Inc | 119,918 | $7.59M | 0.00% | −50,167−29.5% | Reduced |
| Royal Bank of Canada | 127,644 | $8.08M | 0.00% | +21,253+20.0% | Added |
| LSV Asset Management | 148,979 | $9.43M | 0.02% | −2,800−1.8% | Reduced |
| Phocas Financial Corp. | 149,752 | $9.47M | 1.19% | −6,842−4.4% | Reduced |
| Renaissance Technologies LLC | 170,855 | $10.8M | 0.01% | −45,900−21.2% | Reduced |
| Bank of New York Mellon Corp | 171,573 | $10.9M | 0.00% | −3,533−2.0% | Reduced |
| Bank of Montreal | 162,980 | $10.9M | 0.01% | +37,799+30.2% | Added |
| Northern Trust Corp | 211,242 | $13.4M | 0.00% | +1,242+0.6% | Added |
| Geode Capital Management, LLC | 233,379 | $14.8M | 0.00% | −3,756−1.6% | Reduced |
| Boston Partners | 285,318 | $18.0M | 0.02% | −2,284−0.8% | Reduced |
| Stieven Capital Advisors, L.P. | 303,997 | $19.2M | 2.37% | +38,100+14.3% | Added |
| Nuveen Asset Management, LLC | 538,999 | $34.1M | 0.01% | −105,931−16.4% | Reduced |
| Dimensional Fund Advisors LP | 616,770 | $39.0M | 0.01% | −13,702−2.2% | Reduced |
| State Street Corp | 625,524 | $39.6M | 0.00% | +53,821+9.4% | Added |
| FMR LLC | 878,096 | $55.6M | 0.00% | +25,305+3.0% | Added |
| Vanguard Group Inc | 894,809 | $56.6M | 0.00% | +21,243+2.4% | Added |
| Price T Rowe Associates Inc | 1,134,913 | $71.8M | 0.01% | −988−0.1% | Reduced |
| BlackRock Inc. | 2,097,701 | $132.7M | 0.00% | −98,137−4.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −37,242−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −10,659−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −6,009−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |