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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 62,460 | $4.17M | 0.01% | +7,060+12.7% | Added |
| Baird Financial Group, Inc. | 65,539 | $4.37M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 72,659 | $4.84M | 0.00% | +2,130+3.0% | Added |
| Goldman Sachs Group Inc | 76,068 | $5.07M | 0.00% | −43,850−36.6% | Reduced |
| EJF Capital LLC | 84,751 | $5.65M | 0.49% | +7,054+9.1% | Added |
| Ameriprise Financial Inc | 86,346 | $5.76M | 0.00% | −2,708−3.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 91,765 | $6.12M | 0.02% | −16,570−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 95,894 | $6.39M | 0.00% | +1,310+1.4% | Added |
| Principal Financial Group Inc | 114,501 | $7.63M | 0.00% | −75−0.1% | Reduced |
| Royce & Associates LP | 114,652 | $7.64M | 0.06% | +8,485+8.0% | Added |
| Maltese Capital Management LLC | 135,000 | $9.00M | 1.56% | +15,102+12.6% | Added |
| LSV Asset Management | 148,979 | $9.93M | 0.02% | 00.0% | Unchanged |
| Phocas Financial Corp. | 150,794 | $10.1M | 1.27% | +1,042+0.7% | Added |
| Royal Bank of Canada | 154,713 | $10.3M | 0.00% | +27,069+21.2% | Added |
| Bank of Montreal | 156,419 | $10.6M | 0.01% | −6,561−4.0% | Reduced |
| Bank of New York Mellon Corp | 174,456 | $11.6M | 0.00% | +2,883+1.7% | Added |
| Renaissance Technologies LLC | 184,255 | $12.3M | 0.02% | +13,400+7.8% | Added |
| Northern Trust Corp | 210,844 | $14.1M | 0.00% | −398−0.2% | Reduced |
| Geode Capital Management, LLC | 235,660 | $15.7M | 0.00% | +2,281+1.0% | Added |
| Boston Partners | 282,751 | $19.0M | 0.02% | −2,567−0.9% | Reduced |
| Stieven Capital Advisors, L.P. | 313,697 | $20.9M | 2.52% | +9,700+3.2% | Added |
| Nuveen Asset Management, LLC | 504,538 | $33.6M | 0.01% | −34,461−6.4% | Reduced |
| State Street Corp | 575,281 | $38.4M | 0.00% | −50,243−8.0% | Reduced |
| Dimensional Fund Advisors LP | 621,638 | $41.5M | 0.01% | +4,868+0.8% | Added |
| Vanguard Group Inc | 891,597 | $59.5M | 0.00% | −3,212−0.4% | Reduced |
| FMR LLC | 898,281 | $59.9M | 0.00% | +20,185+2.3% | Added |
| Price T Rowe Associates Inc | 1,132,399 | $75.5M | 0.01% | −2,514−0.2% | Reduced |
| BlackRock Inc. | 2,077,376 | $138.5M | 0.00% | −20,325−1.0% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −84,233−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −11,195−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |