Skip to main content

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.

Institutional holdersQ3 2021: 128 institutions
Q1 2021: 133 institutionsQ2 2021: 130 institutionsQ3 2021: 128 institutionsQ4 2021: 145 institutionsQ1 2022: 163 institutionsQ2 2022: 160 institutionsQ3 2022: 157 institutionsQ4 2022: 177 institutionsQ1 2023: 174 institutionsQ2 2023: 169 institutionsQ3 2023: 186 institutionsQ4 2023: 195 institutionsQ1 2024: 195 institutionsQ2 2024: 209 institutionsQ3 2024: 216 institutionsQ4 2024: 220 institutionsQ1 2025: 221 institutionsQ2 2025: 210 institutionsQ3 2025: 213 institutionsQ4 2025: 219 institutionsQ1 2026: 207 institutionsQ2 2026: 229 institutions
Value heldQ3 2021: $736.2M
Q1 2021: $726.5MQ2 2021: $712.5MQ3 2021: $736.2MQ4 2021: $791.3MQ1 2022: $828.8MQ2 2022: $748.3MQ3 2022: $700.4MQ4 2022: $833.0MQ1 2023: $612.4MQ2 2023: $595.0MQ3 2023: $649.9MQ4 2023: $766.9MQ1 2024: $823.4MQ2 2024: $832.1MQ3 2024: $893.3MQ4 2024: $994.7MQ1 2025: $953.0MQ2 2025: $932.4MQ3 2025: $941.8MQ4 2025: $985.1MQ1 2026: $920.2MQ2 2026: $1.10B
Institutions holding PFBC and their total value by quarter
QuarterHoldersValue
Q2 2026229$1.10B
Q1 2026207$920.2M
Q4 2025219$985.1M
Q3 2025213$941.8M
Q2 2025210$932.4M
Q1 2025221$953.0M
Q4 2024220$994.7M
Q3 2024216$893.3M
Q2 2024209$832.1M
Q1 2024195$823.4M
Q4 2023195$766.9M
Q3 2023186$649.9M
Q2 2023169$595.0M
Q1 2023174$612.4M
Q4 2022177$833.0M
Q3 2022157$700.4M
Q2 2022160$748.3M
Q1 2022163$828.8M
Q4 2021145$791.3M
Q3 2021128$736.2M
Q2 2021130$712.5M
Q1 2021133$726.5M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2021.

Institutions holding PFBC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP3,689$246.0K0.01%−3,519−48.8%Reduced
Metropolitan Life Insurance Co3,613$240.9K0.00%−827−18.6%Reduced
Public Employees Retirement System of Ohio3,556$237.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System3,215$214.0K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC3,181$212.0K0.02%−14−0.4%Reduced
Tower Research Capital LLC (TRC)1,876$125.0K0.00%+735+64.4%Added
Mutual of America Capital Management LLC1,833$122.0K0.00%−95−4.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,193$80.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,081$72.0K0.00%00.0%Unchanged
Sofos Investments, Inc.0$67.0K0.05%0Unchanged
Healthcare of Ontario Pension Plan Trust Fund900$60.0K0.00%+900New
The PNC Financial Services Group, Inc.862$58.0K0.00%+2+0.2%Added
Advisor Group Holdings, Inc.629$42.0K0.00%+12+1.9%Added
Lazard Asset Management LLC429$28.0K0.00%−44−9.3%Reduced
Parkside Financial Bank & Trust362$24.0K0.01%+6+1.7%Added
Fieldpoint Private Securities, LLC100$7.00K0.00%00.0%Unchanged
STRS Ohio100$6.00K0.00%00.0%Unchanged
US Bancorp44$3.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.56$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc42$3.00K0.00%+6+16.7%Added
Captrust Financial Advisors49$3.00K0.00%+41+512.5%Added
Meeder Asset Management Inc24$2.00K0.00%−3−11.1%Reduced
Quadrant Capital Group LLC29$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC30$2.00K0.00%00.0%Unchanged
Huntington National Bank25$2.00K0.00%+25New
Kowal Investment Group, LLC30$2.00K0.00%+30New
Harbour Investments, Inc.9$1.00K0.00%+1+12.5%Added
AlphaMark Advisors, LLC17$1.00K0.00%00.0%Unchanged
Philadelphia Financial Management of San Francisco, LLC0$00.00%−84,233−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−11,195−100.0%Sold out
California Public Employees Retirement System0$00.00%−6,890−100.0%Sold out
ProShare Advisors LLC0$00.00%−3,946−100.0%Sold out
6 Meridian0$00.00%−3,430−100.0%Sold out
Macroview Investment Management LLC0$00.00%−535−100.0%Sold out
Panagora Asset Management Inc0$00.00%−27−100.0%Sold out
Advisory Services Network, LLC0$00.00%−11−100.0%Sold out