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, Q4 2021
Institutional positions in Preferred Bank as of Dec 31, 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
- 145
- +17 vs. Q3 2021
- Shares held
- 11.0M
- −15.2K (−0.1%) vs. Q3 2021
- Total value
- $791.3M
- +$55.1M (+7.5%) vs. Q3 2021
- New holders
- 22
- 40 more added
- Sold out
- 5
- 55 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,446,274 | $103.8M | 0.00% | −631,102−30.4% | Reduced |
| Price T Rowe Associates Inc | 1,132,176 | $81.3M | 0.01% | −2230.0% | Reduced |
| FMR LLC | 918,581 | $65.9M | 0.00% | +20,300+2.3% | Added |
| Vanguard Group Inc | 867,835 | $62.3M | 0.00% | −23,762−2.7% | Reduced |
| Dimensional Fund Advisors LP | 622,015 | $44.7M | 0.01% | +377+0.1% | Added |
| State Street Corp | 557,506 | $40.0M | 0.00% | −17,775−3.1% | Reduced |
| Nuveen Asset Management, LLC | 545,920 | $39.2M | 0.01% | +41,382+8.2% | Added |
| Stieven Capital Advisors, L.P. | 312,897 | $22.5M | 2.70% | −800−0.3% | Reduced |
| Boston Partners | 280,966 | $20.4M | 0.02% | −1,785−0.6% | Reduced |
| HSBC Holdings PLC | 265,491 | $18.9M | 0.02% | +250,178+1,633.8% | Added |
| Geode Capital Management, LLC | 242,421 | $17.4M | 0.00% | +6,761+2.9% | Added |
| Northern Trust Corp | 204,024 | $14.6M | 0.00% | −6,820−3.2% | Reduced |
| Bank of New York Mellon Corp | 168,059 | $12.1M | 0.00% | −6,397−3.7% | Reduced |
| Renaissance Technologies LLC | 164,255 | $11.8M | 0.01% | −20,000−10.9% | Reduced |
| Ameriprise Financial Inc | 156,550 | $11.2M | 0.00% | +70,204+81.3% | Added |
| Maltese Capital Management LLC | 147,500 | $10.6M | 1.74% | +12,500+9.3% | Added |
| Phocas Financial Corp. | 147,278 | $10.6M | 1.35% | −3,516−2.3% | Reduced |
| Millennium Management LLC | 139,561 | $10.0M | 0.01% | +133,394+2,163.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 136,550 | $9.80M | 3.39% | +136,550 | New |
| Goldman Sachs Group Inc | 129,247 | $9.28M | 0.00% | +53,179+69.9% | Added |
| Royal Bank of Canada | 120,691 | $8.66M | 0.00% | −34,022−22.0% | Reduced |
| LSV Asset Management | 111,279 | $7.99M | 0.01% | −37,700−25.3% | Reduced |
| Principal Financial Group Inc | 107,712 | $7.73M | 0.00% | −6,789−5.9% | Reduced |
| EJF Capital LLC | 101,098 | $7.26M | 0.65% | +16,347+19.3% | Added |
| Charles Schwab Investment Management Inc | 98,059 | $7.04M | 0.00% | +2,165+2.3% | Added |
| Royce & Associates LP | 91,876 | $6.60M | 0.05% | −22,776−19.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 91,265 | $6.55M | 0.02% | −500−0.5% | Reduced |
| Morgan Stanley | 86,900 | $6.24M | 0.00% | +14,241+19.6% | Added |
| JPMorgan Chase & Co | 80,333 | $5.77M | 0.00% | +24,922+45.0% | Added |
| Putnam Investments LLC | 66,731 | $4.79M | 0.01% | +4,271+6.8% | Added |
| Norges Bank | 56,200 | $4.04M | 0.00% | +56,200 | New |
| Bridgeway Capital Management, LLC | 56,000 | $4.02M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 49,960 | $3.58M | 0.00% | +1,743+3.6% | Added |
| Invesco Ltd. | 49,588 | $3.56M | 0.00% | +13,447+37.2% | Added |
| Two Sigma Investments, LP | 47,220 | $3.39M | 0.01% | +21,071+80.6% | Added |
| Rhumbline Advisers | 45,592 | $3.27M | 0.00% | −2,302−4.8% | Reduced |
| Premier Fund Managers Ltd | 43,400 | $3.10M | 0.10% | 00.0% | Unchanged |
| Eaton Vance Management | 41,621 | $2.99M | 0.00% | +120.0% | Added |
| State of New Jersey Common Pension Fund D | 40,232 | $2.89M | 0.01% | −3,906−8.8% | Reduced |
| Two Sigma Advisers, LP | 39,600 | $2.84M | 0.01% | +15,400+63.6% | Added |
| Aptus Capital Advisors, LLC | 39,232 | $2.82M | 0.10% | +7,476+23.5% | Added |
| Jacobs Levy Equity Management, Inc | 38,022 | $2.73M | 0.02% | −741−1.9% | Reduced |
| Legal & General Group Plc | 33,813 | $2.43M | 0.00% | +1,095+3.3% | Added |
| Swiss National Bank | 32,889 | $2.36M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 29,774 | $2.14M | 0.00% | +11,238+60.6% | Added |
| First Trust Advisors LP | 29,113 | $2.09M | 0.00% | +3,063+11.8% | Added |
| American Century Companies Inc | 28,619 | $2.06M | 0.00% | −13,082−31.4% | Reduced |
| New York State Common Retirement Fund | 28,110 | $2.02M | 0.00% | −1,621−5.5% | Reduced |
| Public Sector Pension Investment Board | 27,924 | $2.00M | 0.01% | +210+0.8% | Added |
| Parametric Portfolio Associates LLC | 27,569 | $1.98M | 0.00% | +3,538+14.7% | Added |
| Guggenheim Capital LLC | 24,197 | $1.74M | 0.01% | +24,197 | New |
| Federated Hermes, Inc. | 22,248 | $1.60M | 0.00% | −83−0.4% | Reduced |
| AQR Capital Management LLC | 21,906 | $1.57M | 0.00% | +9,406+75.2% | Added |
| California State Teachers Retirement System | 20,219 | $1.45M | 0.00% | +401+2.0% | Added |
| Zacks Investment Management | 19,242 | $1.38M | 0.02% | −1,400−6.8% | Reduced |
| Credit Suisse AG | 18,929 | $1.36M | 0.00% | −263−1.4% | Reduced |
| Advantage Alpha Capital Partners LP | 18,551 | $1.33M | 0.19% | +3,713+25.0% | Added |
| Wells Fargo & Company | 16,992 | $1.22M | 0.00% | +992+6.2% | Added |
| Alliancebernstein L.P. | 15,607 | $1.12M | 0.00% | +3,003+23.8% | Added |
| Macquarie Group Ltd | 15,066 | $1.08M | 0.00% | −5,600−27.1% | Reduced |
| Prudential Financial Inc | 14,414 | $1.03M | 0.00% | −165−1.1% | Reduced |
| Yousif Capital Management, LLC | 14,199 | $1.02M | 0.01% | +14,199 | New |
| State of Tennessee, Treasury Department | 14,029 | $1.01M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,039 | $1.01M | 0.00% | +14,039 | New |
| UBS Asset Management Americas Inc | 13,580 | $974.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,438 | $963.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,221 | $949.0K | 0.00% | +4,117+45.2% | Added |
| New York State Teachers Retirement System | 13,165 | $945.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,041 | $943.0K | 0.01% | −380−3.1% | Reduced |
| Ergoteles LLC | 12,401 | $890.0K | 0.03% | +12,401 | New |
| Baird Financial Group, Inc. | 12,317 | $884.0K | 0.00% | −53,222−81.2% | Reduced |
| SG Americas Securities, LLC | 12,035 | $864.0K | 0.01% | −5,239−30.3% | Reduced |
| Great West Life Assurance Co | 11,594 | $831.0K | 0.00% | −337−2.8% | Reduced |
| Bank of Montreal | 11,483 | $824.0K | 0.00% | −144,936−92.7% | Reduced |
| HRT Financial LP | 11,416 | $819.0K | 0.00% | +5,686+99.2% | Added |
| Cubist Systematic Strategies, LLC | 11,178 | $802.0K | 0.01% | +11,178 | New |
| Thrivent Financial for Lutherans | 11,157 | $801.0K | 0.00% | +38+0.3% | Added |
| SEI Investments Co | 10,495 | $752.0K | 0.00% | +4,610+78.3% | Added |
| UBS Group AG | 10,386 | $746.0K | 0.00% | +4,739+83.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,362 | $744.0K | 0.01% | −68−0.7% | Reduced |
| Texas Permanent School Fund | 9,882 | $709.0K | 0.01% | −294−2.9% | Reduced |
| State of Alaska, Department of Revenue | 9,708 | $696.0K | 0.01% | −330−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 9,685 | $695.3K | 0.00% | −5,104−34.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,204 | $661.0K | 0.00% | +9,204 | New |
| Cornercap Investment Counsel Inc | 8,997 | $646.0K | 0.09% | −898−9.1% | Reduced |
| Deutsche Bank AG | 8,590 | $616.0K | 0.00% | −31−0.4% | Reduced |
| Citadel Advisors LLC | 8,531 | $612.0K | 0.00% | −320−3.6% | Reduced |
| American International Group, Inc. | 8,377 | $601.0K | 0.00% | −275−3.2% | Reduced |
| Winton Group Ltd | 8,099 | $581.0K | 0.04% | −302−3.6% | Reduced |
| Canada Pension Plan Investment Board | 7,400 | $531.0K | 0.00% | +7,400 | New |
| DuPont Capital Management Corp | 7,358 | $528.0K | 0.02% | −649−8.1% | Reduced |
| Victory Capital Management Inc | 7,319 | $525.0K | 0.00% | −22,766−75.7% | Reduced |
| D. E. Shaw & Co., Inc. | 7,296 | $524.0K | 0.00% | +7,296 | New |
| Manufacturers Life Insurance Company, The | 7,001 | $503.0K | 0.00% | −111−1.6% | Reduced |
| Squarepoint Ops LLC | 6,990 | $502.0K | 0.00% | +6,990 | New |
| Rafferty Asset Management, LLC | 6,852 | $492.0K | 0.00% | +415+6.4% | Added |
| Mirabella Financial Services LLP | 6,660 | $478.0K | 0.05% | +6,660 | New |
| IndexIQ Advisors LLC | 6,632 | $476.0K | 0.02% | −428−6.1% | Reduced |
| Jump Financial, LLC | 6,620 | $475.0K | 0.03% | +6,620 | New |
| Louisiana State Employees Retirement System | 6,600 | $474.0K | 0.01% | 00.0% | Unchanged |