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, Q3 2021
Institutional positions in Preferred Bank as of Sep 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
- 128
- −2 vs. Q2 2021
- Shares held
- 11.0M
- −218.1K (−1.9%) vs. Q2 2021
- Total value
- $736.2M
- +$23.7M (+3.3%) vs. Q2 2021
- New holders
- 6
- 44 more added
- Sold out
- 8
- 49 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,077,376 | $138.5M | 0.00% | −20,325−1.0% | Reduced |
| Price T Rowe Associates Inc | 1,132,399 | $75.5M | 0.01% | −2,514−0.2% | Reduced |
| FMR LLC | 898,281 | $59.9M | 0.00% | +20,185+2.3% | Added |
| Vanguard Group Inc | 891,597 | $59.5M | 0.00% | −3,212−0.4% | Reduced |
| Dimensional Fund Advisors LP | 621,638 | $41.5M | 0.01% | +4,868+0.8% | Added |
| State Street Corp | 575,281 | $38.4M | 0.00% | −50,243−8.0% | Reduced |
| Nuveen Asset Management, LLC | 504,538 | $33.6M | 0.01% | −34,461−6.4% | Reduced |
| Stieven Capital Advisors, L.P. | 313,697 | $20.9M | 2.52% | +9,700+3.2% | Added |
| Boston Partners | 282,751 | $19.0M | 0.02% | −2,567−0.9% | Reduced |
| Geode Capital Management, LLC | 235,660 | $15.7M | 0.00% | +2,281+1.0% | Added |
| Northern Trust Corp | 210,844 | $14.1M | 0.00% | −398−0.2% | Reduced |
| Renaissance Technologies LLC | 184,255 | $12.3M | 0.02% | +13,400+7.8% | Added |
| Bank of New York Mellon Corp | 174,456 | $11.6M | 0.00% | +2,883+1.7% | Added |
| Bank of Montreal | 156,419 | $10.6M | 0.01% | −6,561−4.0% | Reduced |
| Royal Bank of Canada | 154,713 | $10.3M | 0.00% | +27,069+21.2% | Added |
| Phocas Financial Corp. | 150,794 | $10.1M | 1.27% | +1,042+0.7% | Added |
| LSV Asset Management | 148,979 | $9.93M | 0.02% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 135,000 | $9.00M | 1.56% | +15,102+12.6% | Added |
| Royce & Associates LP | 114,652 | $7.64M | 0.06% | +8,485+8.0% | Added |
| Principal Financial Group Inc | 114,501 | $7.63M | 0.00% | −75−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 95,894 | $6.39M | 0.00% | +1,310+1.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,765 | $6.12M | 0.02% | −16,570−15.3% | Reduced |
| Ameriprise Financial Inc | 86,346 | $5.76M | 0.00% | −2,708−3.0% | Reduced |
| EJF Capital LLC | 84,751 | $5.65M | 0.49% | +7,054+9.1% | Added |
| Goldman Sachs Group Inc | 76,068 | $5.07M | 0.00% | −43,850−36.6% | Reduced |
| Morgan Stanley | 72,659 | $4.84M | 0.00% | +2,130+3.0% | Added |
| Baird Financial Group, Inc. | 65,539 | $4.37M | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 62,460 | $4.17M | 0.01% | +7,060+12.7% | Added |
| Bridgeway Capital Management, LLC | 56,000 | $3.73M | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 55,411 | $3.69M | 0.00% | −38,995−41.3% | Reduced |
| Bank of America Corp | 48,217 | $3.21M | 0.00% | +20,104+71.5% | Added |
| Rhumbline Advisers | 47,894 | $3.19M | 0.00% | +3,659+8.3% | Added |
| State of New Jersey Common Pension Fund D | 44,138 | $2.94M | 0.01% | +7,029+18.9% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.92M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 41,701 | $2.78M | 0.00% | +5,403+14.9% | Added |
| Eaton Vance Management | 41,609 | $2.75M | 0.00% | +150.0% | Added |
| Jacobs Levy Equity Management, Inc | 38,763 | $2.58M | 0.02% | −2,438−5.9% | Reduced |
| Invesco Ltd. | 36,141 | $2.41M | 0.00% | −1,406−3.7% | Reduced |
| Swiss National Bank | 32,889 | $2.19M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 32,718 | $2.18M | 0.00% | +3,292+11.2% | Added |
| Aptus Capital Advisors, LLC | 31,756 | $2.12M | 0.08% | +5,696+21.9% | Added |
| Victory Capital Management Inc | 30,085 | $2.01M | 0.00% | −14,570−32.6% | Reduced |
| New York State Common Retirement Fund | 29,731 | $1.98M | 0.00% | −1,803−5.7% | Reduced |
| Public Sector Pension Investment Board | 27,714 | $1.85M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,149 | $1.74M | 0.00% | −2,091−7.4% | Reduced |
| First Trust Advisors LP | 26,050 | $1.74M | 0.00% | +18,166+230.4% | Added |
| Two Sigma Advisers, LP | 24,200 | $1.61M | 0.00% | +300+1.3% | Added |
| Parametric Portfolio Associates LLC | 24,031 | $1.60M | 0.00% | +914+4.0% | Added |
| Federated Hermes, Inc. | 22,331 | $1.49M | 0.00% | +2,220+11.0% | Added |
| Macquarie Group Ltd | 20,666 | $1.38M | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 20,642 | $1.38M | 0.02% | −3,649−15.0% | Reduced |
| California State Teachers Retirement System | 19,818 | $1.32M | 0.00% | +786+4.1% | Added |
| Credit Suisse AG | 19,192 | $1.28M | 0.00% | −806−4.0% | Reduced |
| Barclays PLC | 18,536 | $1.24M | 0.00% | −4,652−20.1% | Reduced |
| Capital Impact Advisors, LLC | 18,390 | $1.23M | 0.49% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,274 | $1.15M | 0.01% | +17,274 | New |
| Wells Fargo & Company | 16,000 | $1.07M | 0.00% | −8,994−36.0% | Reduced |
| HSBC Holdings PLC | 15,313 | $1.02M | 0.00% | +2,428+18.8% | Added |
| Advantage Alpha Capital Partners LP | 14,838 | $989.0K | 0.18% | −3,835−20.5% | Reduced |
| BNP Paribas Arbitrage, SA | 14,789 | $986.1K | 0.00% | +8,555+137.2% | Added |
| Prudential Financial Inc | 14,579 | $972.0K | 0.00% | −235−1.6% | Reduced |
| State of Tennessee, Treasury Department | 14,029 | $937.0K | 0.00% | −465−3.2% | Reduced |
| UBS Asset Management Americas Inc | 13,580 | $905.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,438 | $895.0K | 0.00% | −7,989−37.3% | Reduced |
| New York State Teachers Retirement System | 13,165 | $878.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,421 | $870.0K | 0.01% | −279−2.2% | Reduced |
| Alliancebernstein L.P. | 12,604 | $840.0K | 0.00% | −1,630−11.5% | Reduced |
| AQR Capital Management LLC | 12,500 | $834.0K | 0.00% | −313−2.4% | Reduced |
| Great West Life Assurance Co | 11,931 | $802.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 11,119 | $741.0K | 0.00% | −2,792−20.1% | Reduced |
| TD Asset Management Inc | 10,800 | $720.0K | 0.00% | −600−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,430 | $695.0K | 0.01% | +23+0.2% | Added |
| Texas Permanent School Fund | 10,176 | $679.0K | 0.01% | +70+0.7% | Added |
| State of Alaska, Department of Revenue | 10,038 | $669.0K | 0.01% | +660+7.0% | Added |
| Cornercap Investment Counsel Inc | 9,895 | $660.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 9,104 | $607.0K | 0.00% | −6,411−41.3% | Reduced |
| Citadel Advisors LLC | 8,851 | $590.0K | 0.00% | −3,976−31.0% | Reduced |
| American International Group, Inc. | 8,652 | $577.0K | 0.00% | −282−3.2% | Reduced |
| Deutsche Bank AG | 8,621 | $575.0K | 0.00% | +245+2.9% | Added |
| Winton Group Ltd | 8,401 | $560.0K | 0.03% | −1,620−16.2% | Reduced |
| DuPont Capital Management Corp | 8,007 | $534.0K | 0.02% | −925−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 7,112 | $474.0K | 0.00% | −712−9.1% | Reduced |
| IndexIQ Advisors LLC | 7,060 | $471.0K | 0.02% | +707+11.1% | Added |
| Amalgamated Bank | 6,632 | $442.0K | 0.00% | −106−1.6% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $440.0K | 0.01% | +500+8.2% | Added |
| Rafferty Asset Management, LLC | 6,437 | $429.0K | 0.00% | −4,372−40.4% | Reduced |
| Millennium Management LLC | 6,167 | $411.0K | 0.00% | −24,467−79.9% | Reduced |
| Alps Advisors Inc | 5,996 | $400.0K | 0.00% | +757+14.4% | Added |
| Voya Investment Management LLC | 5,864 | $391.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 5,885 | $387.0K | 0.00% | −2,228−27.5% | Reduced |
| HRT Financial LP | 5,730 | $382.0K | 0.00% | +5,730 | New |
| UBS Group AG | 5,647 | $377.0K | 0.00% | −9,609−63.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,617 | $375.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,451 | $369.0K | 0.01% | +5,451 | New |
| Russell Investments Group, Ltd. | 5,110 | $340.0K | 0.00% | −3,162−38.2% | Reduced |
| MetLife Investment Management | 4,747 | $316.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,400 | $293.0K | 0.00% | +1,200+37.5% | Added |
| Teachers Retirement System of the State of Kentucky | 4,300 | $287.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,073 | $272.0K | 0.00% | +14+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $267.0K | 0.03% | 00.0% | Unchanged |