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.

Q1 2022 vs. Q4 2021

How the institutions holding Preferred Bank changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of PFBC: Q4 2021 compared with Q1 2022
MeasureQ4 2021Q1 2022Change
Holders145163+18
Shares11.0M11.2M+155.7K (+1.4%)
Value$791.3M$828.8M+$37.5M (+4.7%)

New holders (29)

Institutions that held Preferred Bank at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to PFBC in Q1 2022
InstitutionSharesValue% of portfolio
Avalon Investment & Advisory38,680$2.87M0.07%
Allianz Asset Management GmbH24,450$1.81M0.00%
Healthcare of Ontario Pension Plan Trust Fund23,500$1.74M0.01%
EAM Global Investors LLC22,590$1.67M0.31%
EAM Investors, LLC15,546$1.15M0.21%
Dana Investment Advisors, Inc.13,743$1.02M0.05%
Hillsdale Investment Management Inc.11,300$837.0K0.05%
Capital Impact Advisors, LLC9,900$733.0K0.53%
Virginia Retirement Systems Et Al9,100$674.0K0.01%
Envestnet Asset Management Inc8,274$613.0K0.00%
Quadrature Capital Ltd8,276$613.0K0.02%
Commonwealth Equity Services, LLC6,981$517.0K0.00%
Amalgamated Financial Corp.6,118$453.0K0.00%
Toronto Dominion Bank5,950$441.0K0.00%
Pitcairn Co5,190$385.0K0.03%
Hennion & Walsh Asset Management, Inc.5,112$379.0K0.02%
Graham Capital Management, L.P.4,219$312.0K0.01%
Algert Global LLC3,729$276.0K0.02%
Qube Research & Technologies Ltd3,571$265.0K0.00%
Stifel Financial Corp3,088$229.0K0.00%
Intrust Bank NA2,853$211.0K0.03%
Quantbot Technologies LP2,427$179.0K0.02%
USA Financial Portformulas Corp1,360$101.0K0.11%
Financial Management Professionals, Inc.740$55.0K0.01%
Private Capital Group, LLC399$30.0K0.01%
First Horizon Advisors, Inc.258$19.0K0.00%
Umb Bank N A187$14.0K0.00%
Farmers & Merchants Investments Inc141$10.0K0.00%
Covestor Ltd4$00.00%

Sold out (11)

Institutions that held Preferred Bank at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of PFBC in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
State of New Jersey Common Pension Fund D40,232$2.89M
Ergoteles LLC12,401$890.0K
Baird Financial Group, Inc.12,317$884.0K
SG Americas Securities, LLC12,035$864.0K
HRT Financial LP11,416$819.0K
Canada Pension Plan Investment Board7,400$531.0K
Mirabella Financial Services LLP6,660$478.0K
Alps Advisors Inc6,073$436.0K
Public Employees Retirement System of Ohio3,556$255.0K
Sofos Investments, Inc.72$1.00K
Cambridge Trust Co2$0