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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 4,000 | $253.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,946 | $250.0K | 0.00% | −137−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 3,556 | $225.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 3,430 | $217.0K | 0.02% | −145−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 3,215 | $203.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mutual of America Capital Management LLC | 1,928 | $122.0K | 0.00% | +118+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,193 | $75.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,141 | $72.0K | 0.00% | +575+101.6% | Added |
| Ameritas Investment Partners, Inc. | 1,081 | $68.0K | 0.00% | −148−12.0% | Reduced |
| Sofos Investments, Inc. | 0 | $63.0K | 0.03% | 0 | Unchanged |
| The PNC Financial Services Group, Inc. | 860 | $55.0K | 0.00% | +6+0.7% | Added |
| Advisor Group Holdings, Inc. | 617 | $39.0K | 0.00% | −947−60.5% | Reduced |
| Macroview Investment Management LLC | 535 | $34.0K | 0.05% | +535 | New |
| Lazard Asset Management LLC | 473 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 356 | $22.0K | 0.01% | +9+2.6% | Added |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $6.00K | 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 |
| 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 |
| 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 |
| 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 |