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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $2.00K | 0.00% | −3−11.1% | Reduced |
| Quadrant Capital Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $2.00K | 0.00% | +25 | New |
| Kowal Investment Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| US Bancorp | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | +6+16.7% | Added |
| Captrust Financial Advisors | 49 | $3.00K | 0.00% | +41+512.5% | Added |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 362 | $24.0K | 0.01% | +6+1.7% | Added |
| Lazard Asset Management LLC | 429 | $28.0K | 0.00% | −44−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 629 | $42.0K | 0.00% | +12+1.9% | Added |
| The PNC Financial Services Group, Inc. | 862 | $58.0K | 0.00% | +2+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 900 | $60.0K | 0.00% | +900 | New |
| Sofos Investments, Inc. | 0 | $67.0K | 0.05% | 0 | Unchanged |
| Ameritas Investment Partners, Inc. | 1,081 | $72.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,193 | $80.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,833 | $122.0K | 0.00% | −95−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,876 | $125.0K | 0.00% | +735+64.4% | Added |
| Mount Yale Investment Advisors, LLC | 3,181 | $212.0K | 0.02% | −14−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 3,215 | $214.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,556 | $237.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,613 | $240.9K | 0.00% | −827−18.6% | Reduced |
| Engineers Gate Manager LP | 3,689 | $246.0K | 0.01% | −3,519−48.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $267.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,073 | $272.0K | 0.00% | +14+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 4,300 | $287.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,400 | $293.0K | 0.00% | +1,200+37.5% | Added |
| MetLife Investment Management | 4,747 | $316.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,110 | $340.0K | 0.00% | −3,162−38.2% | Reduced |
| Maryland State Retirement & Pension System | 5,451 | $369.0K | 0.01% | +5,451 | New |
| Oregon Public Employees Retirement Fund | 5,617 | $375.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,647 | $377.0K | 0.00% | −9,609−63.0% | Reduced |
| HRT Financial LP | 5,730 | $382.0K | 0.00% | +5,730 | New |
| SEI Investments Co | 5,885 | $387.0K | 0.00% | −2,228−27.5% | Reduced |
| Voya Investment Management LLC | 5,864 | $391.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,996 | $400.0K | 0.00% | +757+14.4% | Added |
| Millennium Management LLC | 6,167 | $411.0K | 0.00% | −24,467−79.9% | Reduced |
| Rafferty Asset Management, LLC | 6,437 | $429.0K | 0.00% | −4,372−40.4% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $440.0K | 0.01% | +500+8.2% | Added |
| Amalgamated Bank | 6,632 | $442.0K | 0.00% | −106−1.6% | Reduced |
| IndexIQ Advisors LLC | 7,060 | $471.0K | 0.02% | +707+11.1% | Added |
| Manufacturers Life Insurance Company, The | 7,112 | $474.0K | 0.00% | −712−9.1% | Reduced |
| DuPont Capital Management Corp | 8,007 | $534.0K | 0.02% | −925−10.4% | Reduced |
| Winton Group Ltd | 8,401 | $560.0K | 0.03% | −1,620−16.2% | Reduced |
| Deutsche Bank AG | 8,621 | $575.0K | 0.00% | +245+2.9% | Added |
| American International Group, Inc. | 8,652 | $577.0K | 0.00% | −282−3.2% | Reduced |
| Citadel Advisors LLC | 8,851 | $590.0K | 0.00% | −3,976−31.0% | Reduced |
| Citigroup Inc | 9,104 | $607.0K | 0.00% | −6,411−41.3% | Reduced |
| Cornercap Investment Counsel Inc | 9,895 | $660.0K | 0.08% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 10,038 | $669.0K | 0.01% | +660+7.0% | Added |
| Texas Permanent School Fund | 10,176 | $679.0K | 0.01% | +70+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,430 | $695.0K | 0.01% | +23+0.2% | Added |
| TD Asset Management Inc | 10,800 | $720.0K | 0.00% | −600−5.3% | Reduced |
| Thrivent Financial for Lutherans | 11,119 | $741.0K | 0.00% | −2,792−20.1% | Reduced |
| Great West Life Assurance Co | 11,931 | $802.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,500 | $834.0K | 0.00% | −313−2.4% | Reduced |
| Alliancebernstein L.P. | 12,604 | $840.0K | 0.00% | −1,630−11.5% | Reduced |
| Comerica Bank | 12,421 | $870.0K | 0.01% | −279−2.2% | Reduced |
| New York State Teachers Retirement System | 13,165 | $878.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,438 | $895.0K | 0.00% | −7,989−37.3% | Reduced |
| UBS Asset Management Americas Inc | 13,580 | $905.5K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,029 | $937.0K | 0.00% | −465−3.2% | Reduced |
| Prudential Financial Inc | 14,579 | $972.0K | 0.00% | −235−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 14,789 | $986.1K | 0.00% | +8,555+137.2% | Added |
| Advantage Alpha Capital Partners LP | 14,838 | $989.0K | 0.18% | −3,835−20.5% | Reduced |
| HSBC Holdings PLC | 15,313 | $1.02M | 0.00% | +2,428+18.8% | Added |
| Wells Fargo & Company | 16,000 | $1.07M | 0.00% | −8,994−36.0% | Reduced |
| SG Americas Securities, LLC | 17,274 | $1.15M | 0.01% | +17,274 | New |
| Capital Impact Advisors, LLC | 18,390 | $1.23M | 0.49% | 00.0% | Unchanged |
| Barclays PLC | 18,536 | $1.24M | 0.00% | −4,652−20.1% | Reduced |
| Credit Suisse AG | 19,192 | $1.28M | 0.00% | −806−4.0% | Reduced |
| California State Teachers Retirement System | 19,818 | $1.32M | 0.00% | +786+4.1% | Added |
| Zacks Investment Management | 20,642 | $1.38M | 0.02% | −3,649−15.0% | Reduced |
| Macquarie Group Ltd | 20,666 | $1.38M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 22,331 | $1.49M | 0.00% | +2,220+11.0% | Added |
| Parametric Portfolio Associates LLC | 24,031 | $1.60M | 0.00% | +914+4.0% | Added |
| Two Sigma Advisers, LP | 24,200 | $1.61M | 0.00% | +300+1.3% | Added |
| First Trust Advisors LP | 26,050 | $1.74M | 0.00% | +18,166+230.4% | Added |
| Two Sigma Investments, LP | 26,149 | $1.74M | 0.00% | −2,091−7.4% | Reduced |
| Public Sector Pension Investment Board | 27,714 | $1.85M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 29,731 | $1.98M | 0.00% | −1,803−5.7% | Reduced |
| Victory Capital Management Inc | 30,085 | $2.01M | 0.00% | −14,570−32.6% | Reduced |
| Aptus Capital Advisors, LLC | 31,756 | $2.12M | 0.08% | +5,696+21.9% | Added |
| Legal & General Group Plc | 32,718 | $2.18M | 0.00% | +3,292+11.2% | Added |
| Swiss National Bank | 32,889 | $2.19M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 36,141 | $2.41M | 0.00% | −1,406−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 38,763 | $2.58M | 0.02% | −2,438−5.9% | Reduced |
| Eaton Vance Management | 41,609 | $2.75M | 0.00% | +150.0% | Added |
| American Century Companies Inc | 41,701 | $2.78M | 0.00% | +5,403+14.9% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.92M | 0.09% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 44,138 | $2.94M | 0.01% | +7,029+18.9% | Added |
| Rhumbline Advisers | 47,894 | $3.19M | 0.00% | +3,659+8.3% | Added |
| Bank of America Corp | 48,217 | $3.21M | 0.00% | +20,104+71.5% | Added |
| JPMorgan Chase & Co | 55,411 | $3.69M | 0.00% | −38,995−41.3% | Reduced |
| Bridgeway Capital Management, LLC | 56,000 | $3.73M | 0.07% | 00.0% | Unchanged |