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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.

Q4 2021 vs. Q3 2021

How the institutions holding Preferred Bank changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PFBC: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders128145+17
Shares11.0M11.0M−15.2K (−0.1%)
Value$736.2M$791.3M+$55.1M (+7.5%)

New holders (22)

Institutions that held Preferred Bank at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to PFBC in Q4 2021
InstitutionSharesValue% of portfolio
Philadelphia Financial Management of San Francisco, LLC136,550$9.80M3.39%
Norges Bank56,200$4.04M0.00%
Guggenheim Capital LLC24,197$1.74M0.01%
Yousif Capital Management, LLC14,199$1.02M0.01%
Allspring Global Investments Holdings, LLC14,039$1.01M0.00%
Ergoteles LLC12,401$890.0K0.03%
Cubist Systematic Strategies, LLC11,178$802.0K0.01%
Connor, Clark & Lunn Investment Management Ltd.9,204$661.0K0.00%
Canada Pension Plan Investment Board7,400$531.0K0.00%
D. E. Shaw & Co., Inc.7,296$524.0K0.00%
Squarepoint Ops LLC6,990$502.0K0.00%
Mirabella Financial Services LLP6,660$478.0K0.05%
Jump Financial, LLC6,620$475.0K0.03%
Janus Henderson Group PLC5,104$366.0K0.00%
ProShare Advisors LLC3,440$248.0K0.00%
Everence Capital Management Inc2,910$209.0K0.02%
Teacher Retirement System of Texas2,869$206.0K0.00%
Nisa Investment Advisors, LLC800$62.0K0.00%
EverSource Wealth Advisors, LLC75$5.00K0.00%
CWM, LLC41$3.00K0.00%
Sutton Wealth Advisors Inc.3$2150.00%
Cambridge Trust Co2$00.00%

Sold out (5)

Institutions that held Preferred Bank at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of PFBC in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Capital Impact Advisors, LLC18,390$1.23M
TD Asset Management Inc10,800$720.0K
Healthcare of Ontario Pension Plan Trust Fund900$60.0K
Kowal Investment Group, LLC30$2.00K
Harbour Investments, Inc.9$1.00K