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 |
|---|---|---|---|---|---|
| Barclays PLC | 29,774 | $2.14M | 0.00% | +11,238+60.6% | Added |
| Swiss National Bank | 32,889 | $2.36M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 33,813 | $2.43M | 0.00% | +1,095+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 38,022 | $2.73M | 0.02% | −741−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 39,232 | $2.82M | 0.10% | +7,476+23.5% | Added |
| Two Sigma Advisers, LP | 39,600 | $2.84M | 0.01% | +15,400+63.6% | Added |
| State of New Jersey Common Pension Fund D | 40,232 | $2.89M | 0.01% | −3,906−8.8% | Reduced |
| Eaton Vance Management | 41,621 | $2.99M | 0.00% | +120.0% | Added |
| Premier Fund Managers Ltd | 43,400 | $3.10M | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 45,592 | $3.27M | 0.00% | −2,302−4.8% | Reduced |
| Two Sigma Investments, LP | 47,220 | $3.39M | 0.01% | +21,071+80.6% | Added |
| Invesco Ltd. | 49,588 | $3.56M | 0.00% | +13,447+37.2% | Added |
| Bank of America Corp | 49,960 | $3.58M | 0.00% | +1,743+3.6% | Added |
| Bridgeway Capital Management, LLC | 56,000 | $4.02M | 0.07% | 00.0% | Unchanged |
| Norges Bank | 56,200 | $4.04M | 0.00% | +56,200 | New |
| Putnam Investments LLC | 66,731 | $4.79M | 0.01% | +4,271+6.8% | Added |
| JPMorgan Chase & Co | 80,333 | $5.77M | 0.00% | +24,922+45.0% | Added |
| Morgan Stanley | 86,900 | $6.24M | 0.00% | +14,241+19.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,265 | $6.55M | 0.02% | −500−0.5% | Reduced |
| Royce & Associates LP | 91,876 | $6.60M | 0.05% | −22,776−19.9% | Reduced |
| Charles Schwab Investment Management Inc | 98,059 | $7.04M | 0.00% | +2,165+2.3% | Added |
| EJF Capital LLC | 101,098 | $7.26M | 0.65% | +16,347+19.3% | Added |
| Principal Financial Group Inc | 107,712 | $7.73M | 0.00% | −6,789−5.9% | Reduced |
| LSV Asset Management | 111,279 | $7.99M | 0.01% | −37,700−25.3% | Reduced |
| Royal Bank of Canada | 120,691 | $8.66M | 0.00% | −34,022−22.0% | Reduced |
| Goldman Sachs Group Inc | 129,247 | $9.28M | 0.00% | +53,179+69.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 136,550 | $9.80M | 3.39% | +136,550 | New |
| Millennium Management LLC | 139,561 | $10.0M | 0.01% | +133,394+2,163.0% | Added |
| Phocas Financial Corp. | 147,278 | $10.6M | 1.35% | −3,516−2.3% | Reduced |
| Maltese Capital Management LLC | 147,500 | $10.6M | 1.74% | +12,500+9.3% | Added |
| Ameriprise Financial Inc | 156,550 | $11.2M | 0.00% | +70,204+81.3% | Added |
| Renaissance Technologies LLC | 164,255 | $11.8M | 0.01% | −20,000−10.9% | Reduced |
| Bank of New York Mellon Corp | 168,059 | $12.1M | 0.00% | −6,397−3.7% | Reduced |
| Northern Trust Corp | 204,024 | $14.6M | 0.00% | −6,820−3.2% | Reduced |
| Geode Capital Management, LLC | 242,421 | $17.4M | 0.00% | +6,761+2.9% | Added |
| HSBC Holdings PLC | 265,491 | $18.9M | 0.02% | +250,178+1,633.8% | Added |
| Boston Partners | 280,966 | $20.4M | 0.02% | −1,785−0.6% | Reduced |
| Stieven Capital Advisors, L.P. | 312,897 | $22.5M | 2.70% | −800−0.3% | Reduced |
| Nuveen Asset Management, LLC | 545,920 | $39.2M | 0.01% | +41,382+8.2% | Added |
| State Street Corp | 557,506 | $40.0M | 0.00% | −17,775−3.1% | Reduced |
| Dimensional Fund Advisors LP | 622,015 | $44.7M | 0.01% | +377+0.1% | Added |
| Vanguard Group Inc | 867,835 | $62.3M | 0.00% | −23,762−2.7% | Reduced |
| FMR LLC | 918,581 | $65.9M | 0.00% | +20,300+2.3% | Added |
| Price T Rowe Associates Inc | 1,132,176 | $81.3M | 0.01% | −2230.0% | Reduced |
| BlackRock Inc. | 1,446,274 | $103.8M | 0.00% | −631,102−30.4% | Reduced |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −18,390−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |