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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $215 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 72 | $1.00K | 0.00% | +72 | Added |
| Quadrant Capital Group LLC | 20 | $1.00K | 0.00% | −9−31.0% | Reduced |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $2.00K | 0.00% | −13−29.5% | Reduced |
| Huntington National Bank | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $2.00K | 0.00% | −9−30.0% | Reduced |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Captrust Financial Advisors | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Fieldpoint Private Securities, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 244 | $18.0K | 0.00% | −1,632−87.0% | Reduced |
| Parkside Financial Bank & Trust | 337 | $24.0K | 0.01% | −25−6.9% | Reduced |
| Lazard Asset Management LLC | 429 | $30.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 629 | $45.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 847 | $60.0K | 0.00% | −15−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $62.0K | 0.00% | +800 | New |
| Ameritas Investment Partners, Inc. | 1,081 | $78.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,193 | $86.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,874 | $135.0K | 0.00% | +41+2.2% | Added |
| Teacher Retirement System of Texas | 2,869 | $206.0K | 0.00% | +2,869 | New |
| Everence Capital Management Inc | 2,910 | $209.0K | 0.02% | +2,910 | New |
| Mount Yale Investment Advisors, LLC | 3,129 | $225.0K | 0.02% | −52−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 3,215 | $231.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,440 | $248.0K | 0.00% | +3,440 | New |
| Public Employees Retirement System of Ohio | 3,556 | $255.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,600 | $258.0K | 0.00% | −800−18.2% | Reduced |
| Metropolitan Life Insurance Co | 3,613 | $259.4K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $287.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,024 | $289.0K | 0.00% | −49−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,300 | $309.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,747 | $340.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,110 | $366.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,104 | $366.0K | 0.00% | +5,104 | New |
| Oregon Public Employees Retirement Fund | 5,417 | $389.0K | 0.00% | −200−3.6% | Reduced |
| Maryland State Retirement & Pension System | 5,451 | $391.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,683 | $408.0K | 0.00% | −181−3.1% | Reduced |
| Alps Advisors Inc | 6,073 | $436.0K | 0.00% | +77+1.3% | Added |
| Amalgamated Bank | 6,483 | $465.0K | 0.00% | −149−2.2% | Reduced |
| Engineers Gate Manager LP | 6,565 | $471.0K | 0.02% | +2,876+78.0% | Added |
| Louisiana State Employees Retirement System | 6,600 | $474.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,620 | $475.0K | 0.03% | +6,620 | New |
| IndexIQ Advisors LLC | 6,632 | $476.0K | 0.02% | −428−6.1% | Reduced |
| Mirabella Financial Services LLP | 6,660 | $478.0K | 0.05% | +6,660 | New |
| Rafferty Asset Management, LLC | 6,852 | $492.0K | 0.00% | +415+6.4% | Added |
| Squarepoint Ops LLC | 6,990 | $502.0K | 0.00% | +6,990 | New |
| Manufacturers Life Insurance Company, The | 7,001 | $503.0K | 0.00% | −111−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 7,296 | $524.0K | 0.00% | +7,296 | New |
| Victory Capital Management Inc | 7,319 | $525.0K | 0.00% | −22,766−75.7% | Reduced |
| DuPont Capital Management Corp | 7,358 | $528.0K | 0.02% | −649−8.1% | Reduced |
| Canada Pension Plan Investment Board | 7,400 | $531.0K | 0.00% | +7,400 | New |
| Winton Group Ltd | 8,099 | $581.0K | 0.04% | −302−3.6% | Reduced |
| American International Group, Inc. | 8,377 | $601.0K | 0.00% | −275−3.2% | Reduced |
| Citadel Advisors LLC | 8,531 | $612.0K | 0.00% | −320−3.6% | Reduced |
| Deutsche Bank AG | 8,590 | $616.0K | 0.00% | −31−0.4% | Reduced |
| Cornercap Investment Counsel Inc | 8,997 | $646.0K | 0.09% | −898−9.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,204 | $661.0K | 0.00% | +9,204 | New |
| BNP Paribas Arbitrage, SA | 9,685 | $695.3K | 0.00% | −5,104−34.5% | Reduced |
| State of Alaska, Department of Revenue | 9,708 | $696.0K | 0.01% | −330−3.3% | Reduced |
| Texas Permanent School Fund | 9,882 | $709.0K | 0.01% | −294−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,362 | $744.0K | 0.01% | −68−0.7% | Reduced |
| UBS Group AG | 10,386 | $746.0K | 0.00% | +4,739+83.9% | Added |
| SEI Investments Co | 10,495 | $752.0K | 0.00% | +4,610+78.3% | Added |
| Thrivent Financial for Lutherans | 11,157 | $801.0K | 0.00% | +38+0.3% | Added |
| Cubist Systematic Strategies, LLC | 11,178 | $802.0K | 0.01% | +11,178 | New |
| HRT Financial LP | 11,416 | $819.0K | 0.00% | +5,686+99.2% | Added |
| Bank of Montreal | 11,483 | $824.0K | 0.00% | −144,936−92.7% | Reduced |
| Great West Life Assurance Co | 11,594 | $831.0K | 0.00% | −337−2.8% | Reduced |
| SG Americas Securities, LLC | 12,035 | $864.0K | 0.01% | −5,239−30.3% | Reduced |
| Baird Financial Group, Inc. | 12,317 | $884.0K | 0.00% | −53,222−81.2% | Reduced |
| Ergoteles LLC | 12,401 | $890.0K | 0.03% | +12,401 | New |
| Comerica Bank | 12,041 | $943.0K | 0.01% | −380−3.1% | Reduced |
| New York State Teachers Retirement System | 13,165 | $945.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,221 | $949.0K | 0.00% | +4,117+45.2% | Added |
| Acadian Asset Management LLC | 13,438 | $963.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 13,580 | $974.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Yousif Capital Management, LLC | 14,199 | $1.02M | 0.01% | +14,199 | New |
| Prudential Financial Inc | 14,414 | $1.03M | 0.00% | −165−1.1% | Reduced |
| Macquarie Group Ltd | 15,066 | $1.08M | 0.00% | −5,600−27.1% | Reduced |
| Alliancebernstein L.P. | 15,607 | $1.12M | 0.00% | +3,003+23.8% | Added |
| Wells Fargo & Company | 16,992 | $1.22M | 0.00% | +992+6.2% | Added |
| Advantage Alpha Capital Partners LP | 18,551 | $1.33M | 0.19% | +3,713+25.0% | Added |
| Credit Suisse AG | 18,929 | $1.36M | 0.00% | −263−1.4% | Reduced |
| Zacks Investment Management | 19,242 | $1.38M | 0.02% | −1,400−6.8% | Reduced |
| California State Teachers Retirement System | 20,219 | $1.45M | 0.00% | +401+2.0% | Added |
| AQR Capital Management LLC | 21,906 | $1.57M | 0.00% | +9,406+75.2% | Added |
| Federated Hermes, Inc. | 22,248 | $1.60M | 0.00% | −83−0.4% | Reduced |
| Guggenheim Capital LLC | 24,197 | $1.74M | 0.01% | +24,197 | New |
| Parametric Portfolio Associates LLC | 27,569 | $1.98M | 0.00% | +3,538+14.7% | Added |
| Public Sector Pension Investment Board | 27,924 | $2.00M | 0.01% | +210+0.8% | Added |
| New York State Common Retirement Fund | 28,110 | $2.02M | 0.00% | −1,621−5.5% | Reduced |
| American Century Companies Inc | 28,619 | $2.06M | 0.00% | −13,082−31.4% | Reduced |
| First Trust Advisors LP | 29,113 | $2.09M | 0.00% | +3,063+11.8% | Added |