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, 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.

Institutional holdersQ4 2021: 145 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 heldQ4 2021: $791.3M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2021.

Institutions holding PFBC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP6,565$471.0K0.02%+2,876+78.0%Added
Amalgamated Bank6,483$465.0K0.00%−149−2.2%Reduced
Alps Advisors Inc6,073$436.0K0.00%+77+1.3%Added
Voya Investment Management LLC5,683$408.0K0.00%−181−3.1%Reduced
Maryland State Retirement & Pension System5,451$391.0K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund5,417$389.0K0.00%−200−3.6%Reduced
Russell Investments Group, Ltd.5,110$366.0K0.00%00.0%Unchanged
Janus Henderson Group PLC5,104$366.0K0.00%+5,104New
MetLife Investment Management4,747$340.8K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky4,300$309.0K0.00%00.0%Unchanged
Arizona State Retirement System4,024$289.0K0.00%−49−1.2%Reduced
Sheaff Brock Investment Advisors, LLC4,000$287.0K0.02%00.0%Unchanged
Metropolitan Life Insurance Co3,613$259.4K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc3,600$258.0K0.00%−800−18.2%Reduced
Public Employees Retirement System of Ohio3,556$255.0K0.00%00.0%Unchanged
ProShare Advisors LLC3,440$248.0K0.00%+3,440New
State Board of Administration of Florida Retirement System3,215$231.0K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC3,129$225.0K0.02%−52−1.6%Reduced
Everence Capital Management Inc2,910$209.0K0.02%+2,910New
Teacher Retirement System of Texas2,869$206.0K0.00%+2,869New
Mutual of America Capital Management LLC1,874$135.0K0.00%+41+2.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,193$86.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,081$78.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC800$62.0K0.00%+800New
The PNC Financial Services Group, Inc.847$60.0K0.00%−15−1.7%Reduced
Advisor Group Holdings, Inc.629$45.0K0.00%00.0%Unchanged
Lazard Asset Management LLC429$30.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust337$24.0K0.01%−25−6.9%Reduced
Tower Research Capital LLC (TRC)244$18.0K0.00%−1,632−87.0%Reduced
Fieldpoint Private Securities, LLC100$7.00K0.00%00.0%Unchanged
STRS Ohio100$7.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC75$5.00K0.00%+75New
Captrust Financial Advisors49$4.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.56$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc42$3.00K0.00%00.0%Unchanged
CWM, LLC41$3.00K0.00%+41New
US Bancorp31$2.00K0.00%−13−29.5%Reduced
Huntington National Bank25$2.00K0.00%00.0%Unchanged
Meeder Asset Management Inc24$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC21$2.00K0.00%−9−30.0%Reduced
Sofos Investments, Inc.72$1.00K0.00%+72Added
Quadrant Capital Group LLC20$1.00K0.00%−9−31.0%Reduced
AlphaMark Advisors, LLC17$1.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.3$2150.00%+3New
Cambridge Trust Co2$00.00%+2New
Capital Impact Advisors, LLC0$00.00%−18,390−100.0%Sold out
TD Asset Management Inc0$00.00%−10,800−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−900−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−30−100.0%Sold out
Harbour Investments, Inc.0$00.00%−9−100.0%Sold out