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, Q1 2022
Institutional positions in Preferred Bank as of Mar 31, 2022. 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
- 163
- +18 vs. Q4 2021
- Shares held
- 11.2M
- +155.7K (+1.4%) vs. Q4 2021
- Total value
- $828.8M
- +$37.5M (+4.7%) vs. Q4 2021
- New holders
- 29
- 44 more added
- Sold out
- 11
- 62 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,446,117 | $107.1M | 0.00% | −1570.0% | Reduced |
| Price T Rowe Associates Inc | 1,102,334 | $81.7M | 0.01% | −29,842−2.6% | Reduced |
| FMR LLC | 975,749 | $72.3M | 0.01% | +57,168+6.2% | Added |
| Vanguard Group Inc | 887,727 | $65.8M | 0.00% | +19,892+2.3% | Added |
| State Street Corp | 646,205 | $47.9M | 0.00% | +88,699+15.9% | Added |
| Dimensional Fund Advisors LP | 622,782 | $46.1M | 0.01% | +767+0.1% | Added |
| Nuveen Asset Management, LLC | 524,586 | $39.8M | 0.01% | −21,334−3.9% | Reduced |
| Stieven Capital Advisors, L.P. | 306,097 | $22.7M | 3.02% | −6,800−2.2% | Reduced |
| Boston Partners | 281,405 | $20.7M | 0.03% | +439+0.2% | Added |
| HSBC Holdings PLC | 272,485 | $20.2M | 0.03% | +6,994+2.6% | Added |
| Geode Capital Management, LLC | 242,075 | $17.9M | 0.00% | −346−0.1% | Reduced |
| Northern Trust Corp | 198,015 | $14.7M | 0.00% | −6,009−2.9% | Reduced |
| Millennium Management LLC | 174,595 | $12.9M | 0.02% | +35,034+25.1% | Added |
| Bank of New York Mellon Corp | 165,833 | $12.3M | 0.00% | −2,226−1.3% | Reduced |
| Maltese Capital Management LLC | 155,000 | $11.5M | 2.16% | +7,500+5.1% | Added |
| Invesco Ltd. | 153,655 | $11.4M | 0.00% | +104,067+209.9% | Added |
| Phocas Financial Corp. | 144,845 | $10.7M | 1.35% | −2,433−1.7% | Reduced |
| Goldman Sachs Group Inc | 128,678 | $9.53M | 0.00% | −569−0.4% | Reduced |
| Renaissance Technologies LLC | 124,955 | $9.26M | 0.01% | −39,300−23.9% | Reduced |
| Royal Bank of Canada | 118,178 | $8.76M | 0.00% | −2,513−2.1% | Reduced |
| EJF Capital LLC | 103,659 | $7.68M | 0.82% | +2,561+2.5% | Added |
| Principal Financial Group Inc | 100,115 | $7.42M | 0.00% | −7,597−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 97,483 | $7.22M | 0.00% | −576−0.6% | Reduced |
| JPMorgan Chase & Co | 92,335 | $6.84M | 0.00% | +12,002+14.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 88,340 | $6.54M | 2.11% | −48,210−35.3% | Reduced |
| Morgan Stanley | 85,549 | $6.34M | 0.00% | −1,351−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 85,460 | $6.33M | 0.02% | −5,805−6.4% | Reduced |
| Ameriprise Financial Inc | 84,645 | $6.27M | 0.00% | −71,905−45.9% | Reduced |
| Putnam Investments LLC | 72,996 | $5.41M | 0.01% | +6,265+9.4% | Added |
| LSV Asset Management | 72,700 | $5.39M | 0.01% | −38,579−34.7% | Reduced |
| Royce & Associates LP | 59,194 | $4.39M | 0.04% | −32,682−35.6% | Reduced |
| Norges Bank | 56,200 | $4.16M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 56,000 | $4.15M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 52,642 | $3.90M | 0.01% | +5,422+11.5% | Added |
| Parametric Portfolio Associates LLC | 46,399 | $3.44M | 0.00% | +18,830+68.3% | Added |
| Two Sigma Advisers, LP | 45,000 | $3.33M | 0.01% | +5,400+13.6% | Added |
| Premier Fund Managers Ltd | 43,400 | $3.24M | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 42,959 | $3.18M | 0.00% | −2,633−5.8% | Reduced |
| Aptus Capital Advisors, LLC | 42,468 | $3.15M | 0.10% | +3,236+8.2% | Added |
| Eaton Vance Management | 41,621 | $3.08M | 0.00% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 38,680 | $2.87M | 0.07% | +38,680 | New |
| Bank of America Corp | 36,940 | $2.74M | 0.00% | −13,020−26.1% | Reduced |
| Citadel Advisors LLC | 35,395 | $2.62M | 0.00% | +26,864+314.9% | Added |
| Swiss National Bank | 35,389 | $2.62M | 0.00% | +2,500+7.6% | Added |
| Legal & General Group Plc | 33,096 | $2.45M | 0.00% | −717−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,867 | $2.36M | 0.02% | −6,155−16.2% | Reduced |
| Barclays PLC | 28,844 | $2.14M | 0.00% | −930−3.1% | Reduced |
| First Trust Advisors LP | 28,297 | $2.10M | 0.00% | −816−2.8% | Reduced |
| New York State Common Retirement Fund | 27,893 | $2.07M | 0.00% | −217−0.8% | Reduced |
| American Century Companies Inc | 27,568 | $2.04M | 0.00% | −1,051−3.7% | Reduced |
| Public Sector Pension Investment Board | 25,214 | $1.87M | 0.01% | −2,710−9.7% | Reduced |
| Allianz Asset Management GmbH | 24,450 | $1.81M | 0.00% | +24,450 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 23,500 | $1.74M | 0.01% | +23,500 | New |
| EAM Global Investors LLC | 22,590 | $1.67M | 0.31% | +22,590 | New |
| Federated Hermes, Inc. | 22,423 | $1.66M | 0.00% | +175+0.8% | Added |
| Guggenheim Capital LLC | 20,334 | $1.51M | 0.01% | −3,863−16.0% | Reduced |
| Zacks Investment Management | 19,894 | $1.47M | 0.02% | +652+3.4% | Added |
| Credit Suisse AG | 19,627 | $1.45M | 0.00% | +698+3.7% | Added |
| Acadian Asset Management LLC | 19,168 | $1.42M | 0.01% | +5,730+42.6% | Added |
| California State Teachers Retirement System | 18,503 | $1.37M | 0.00% | −1,716−8.5% | Reduced |
| AQR Capital Management LLC | 18,332 | $1.36M | 0.00% | −3,574−16.3% | Reduced |
| UBS Asset Management Americas Inc | 17,370 | $1.29M | 0.00% | +3,790+27.9% | Added |
| EAM Investors, LLC | 15,546 | $1.15M | 0.21% | +15,546 | New |
| Macquarie Group Ltd | 15,066 | $1.12M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,809 | $1.10M | 0.00% | +780+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 14,523 | $1.08M | 0.00% | +484+3.4% | Added |
| Prudential Financial Inc | 14,126 | $1.05M | 0.00% | −288−2.0% | Reduced |
| Yousif Capital Management, LLC | 13,849 | $1.03M | 0.01% | −350−2.5% | Reduced |
| Dana Investment Advisors, Inc. | 13,743 | $1.02M | 0.05% | +13,743 | New |
| Wells Fargo & Company | 13,662 | $1.01M | 0.00% | −3,330−19.6% | Reduced |
| Alliancebernstein L.P. | 13,485 | $999.0K | 0.00% | −2,122−13.6% | Reduced |
| New York State Teachers Retirement System | 13,165 | $975.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12,817 | $950.0K | 0.01% | +1,639+14.7% | Added |
| Citigroup Inc | 12,466 | $923.0K | 0.00% | −755−5.7% | Reduced |
| SEI Investments Co | 12,287 | $903.0K | 0.00% | +1,792+17.1% | Added |
| Great West Life Assurance Co | 11,594 | $879.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,691 | $863.0K | 0.01% | −350−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,642 | $863.0K | 0.01% | +1,280+12.4% | Added |
| Hillsdale Investment Management Inc. | 11,300 | $837.0K | 0.05% | +11,300 | New |
| Thrivent Financial for Lutherans | 10,994 | $815.0K | 0.00% | −163−1.5% | Reduced |
| Rafferty Asset Management, LLC | 10,720 | $794.0K | 0.00% | +3,868+56.5% | Added |
| DuPont Capital Management Corp | 10,641 | $788.0K | 0.03% | +3,283+44.6% | Added |
| Capital Impact Advisors, LLC | 9,900 | $733.0K | 0.53% | +9,900 | New |
| Texas Permanent School Fund | 9,574 | $709.0K | 0.01% | −308−3.1% | Reduced |
| State of Alaska, Department of Revenue | 9,398 | $696.0K | 0.01% | −310−3.2% | Reduced |
| Advantage Alpha Capital Partners LP | 9,371 | $694.0K | 0.10% | −9,180−49.5% | Reduced |
| Virginia Retirement Systems Et Al | 9,100 | $674.0K | 0.01% | +9,100 | New |
| Cornercap Investment Counsel Inc | 8,936 | $662.0K | 0.07% | −61−0.7% | Reduced |
| Jump Financial, LLC | 8,400 | $622.0K | 0.03% | +1,780+26.9% | Added |
| Envestnet Asset Management Inc | 8,274 | $613.0K | 0.00% | +8,274 | New |
| Quadrature Capital Ltd | 8,276 | $613.0K | 0.02% | +8,276 | New |
| Winton Group Ltd | 7,967 | $590.0K | 0.03% | −132−1.6% | Reduced |
| UBS Group AG | 7,939 | $589.0K | 0.00% | −2,447−23.6% | Reduced |
| Victory Capital Management Inc | 8,761 | $588.0K | 0.00% | +1,442+19.7% | Added |
| American International Group, Inc. | 7,763 | $575.0K | 0.00% | −614−7.3% | Reduced |
| Deutsche Bank AG | 7,722 | $572.0K | 0.00% | −868−10.1% | Reduced |
| MetLife Investment Management | 7,506 | $556.1K | 0.00% | +2,759+58.1% | Added |
| Commonwealth Equity Services, LLC | 6,981 | $517.0K | 0.00% | +6,981 | New |
| Louisiana State Employees Retirement System | 6,600 | $487.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 6,118 | $453.0K | 0.00% | −365−5.6% | Reduced |