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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | −28−66.7% | Reduced |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.00K | 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% | 00.0% | Unchanged |
| CWM, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 141 | $10.0K | 0.00% | +141 | New |
| Tower Research Capital LLC (TRC) | 192 | $14.0K | 0.00% | −52−21.3% | Reduced |
| Umb Bank N A | 187 | $14.0K | 0.00% | +187 | New |
| First Horizon Advisors, Inc. | 258 | $19.0K | 0.00% | +258 | New |
| US Bancorp | 309 | $23.0K | 0.00% | +278+896.8% | Added |
| Parkside Financial Bank & Trust | 334 | $24.0K | 0.01% | −3−0.9% | Reduced |
| Huntington National Bank | 331 | $25.0K | 0.00% | +306+1,224.0% | Added |
| Private Capital Group, LLC | 399 | $30.0K | 0.01% | +399 | New |
| Lazard Asset Management LLC | 429 | $31.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 484 | $36.0K | 0.00% | +435+887.8% | Added |
| Financial Management Professionals, Inc. | 740 | $55.0K | 0.01% | +740 | New |
| Nisa Investment Advisors, LLC | 800 | $59.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 854 | $63.3K | 0.00% | −2,759−76.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $80.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,352 | $99.0K | 0.00% | +505+59.6% | Added |
| USA Financial Portformulas Corp | 1,360 | $101.0K | 0.11% | +1,360 | New |
| Advisor Group Holdings, Inc. | 1,770 | $131.0K | 0.00% | +1,141+181.4% | Added |
| Mutual of America Capital Management LLC | 1,946 | $144.0K | 0.00% | +72+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $147.0K | 0.00% | +789+66.1% | Added |
| Quantbot Technologies LP | 2,427 | $179.0K | 0.02% | +2,427 | New |
| Intrust Bank NA | 2,853 | $211.0K | 0.03% | +2,853 | New |
| Everence Capital Management Inc | 2,910 | $216.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,012 | $223.0K | 0.00% | −428−12.4% | Reduced |
| Janus Henderson Group PLC | 3,026 | $224.0K | 0.00% | −2,078−40.7% | Reduced |
| Teacher Retirement System of Texas | 3,084 | $228.0K | 0.00% | +215+7.5% | Added |
| Stifel Financial Corp | 3,088 | $229.0K | 0.00% | +3,088 | New |
| State Board of Administration of Florida Retirement System | 3,215 | $238.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,230 | $239.0K | 0.00% | −5,974−64.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,390 | $251.0K | 0.03% | +261+8.3% | Added |
| Qube Research & Technologies Ltd | 3,571 | $265.0K | 0.00% | +3,571 | New |
| Ensign Peak Advisors, Inc | 3,600 | $267.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 3,729 | $276.0K | 0.02% | +3,729 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $296.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,045 | $300.0K | 0.00% | +21+0.5% | Added |
| Graham Capital Management, L.P. | 4,219 | $312.0K | 0.01% | +4,219 | New |
| Bank of Montreal | 4,081 | $315.0K | 0.00% | −7,402−64.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,300 | $319.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,392 | $325.0K | 0.01% | −2,173−33.1% | Reduced |
| Russell Investments Group, Ltd. | 5,110 | $378.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,112 | $379.0K | 0.02% | +5,112 | New |
| Pitcairn Co | 5,190 | $385.0K | 0.03% | +5,190 | New |
| D. E. Shaw & Co., Inc. | 5,308 | $393.0K | 0.00% | −1,988−27.2% | Reduced |
| IndexIQ Advisors LLC | 5,352 | $397.0K | 0.01% | −1,280−19.3% | Reduced |
| Maryland State Retirement & Pension System | 5,415 | $401.0K | 0.01% | −36−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,417 | $401.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,626 | $416.8K | 0.00% | −1,375−19.6% | Reduced |
| Squarepoint Ops LLC | 5,683 | $421.0K | 0.00% | −1,307−18.7% | Reduced |
| Voya Investment Management LLC | 5,835 | $432.0K | 0.00% | +152+2.7% | Added |
| Toronto Dominion Bank | 5,950 | $441.0K | 0.00% | +5,950 | New |
| BNP Paribas Arbitrage, SA | 6,081 | $450.5K | 0.00% | −3,604−37.2% | Reduced |
| Amalgamated Bank | 6,118 | $453.0K | 0.00% | −365−5.6% | Reduced |
| Amalgamated Financial Corp. | 6,118 | $453.0K | 0.00% | +6,118 | New |
| Louisiana State Employees Retirement System | 6,600 | $487.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,981 | $517.0K | 0.00% | +6,981 | New |
| MetLife Investment Management | 7,506 | $556.1K | 0.00% | +2,759+58.1% | Added |
| Deutsche Bank AG | 7,722 | $572.0K | 0.00% | −868−10.1% | Reduced |
| American International Group, Inc. | 7,763 | $575.0K | 0.00% | −614−7.3% | Reduced |
| Victory Capital Management Inc | 8,761 | $588.0K | 0.00% | +1,442+19.7% | Added |
| UBS Group AG | 7,939 | $589.0K | 0.00% | −2,447−23.6% | Reduced |
| Winton Group Ltd | 7,967 | $590.0K | 0.03% | −132−1.6% | Reduced |
| 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 |
| Jump Financial, LLC | 8,400 | $622.0K | 0.03% | +1,780+26.9% | Added |
| Cornercap Investment Counsel Inc | 8,936 | $662.0K | 0.07% | −61−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 9,100 | $674.0K | 0.01% | +9,100 | New |
| Advantage Alpha Capital Partners LP | 9,371 | $694.0K | 0.10% | −9,180−49.5% | Reduced |
| State of Alaska, Department of Revenue | 9,398 | $696.0K | 0.01% | −310−3.2% | Reduced |
| Texas Permanent School Fund | 9,574 | $709.0K | 0.01% | −308−3.1% | Reduced |
| Capital Impact Advisors, LLC | 9,900 | $733.0K | 0.53% | +9,900 | New |
| DuPont Capital Management Corp | 10,641 | $788.0K | 0.03% | +3,283+44.6% | Added |
| Rafferty Asset Management, LLC | 10,720 | $794.0K | 0.00% | +3,868+56.5% | Added |
| Thrivent Financial for Lutherans | 10,994 | $815.0K | 0.00% | −163−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 11,300 | $837.0K | 0.05% | +11,300 | New |
| 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 |
| Great West Life Assurance Co | 11,594 | $879.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 12,287 | $903.0K | 0.00% | +1,792+17.1% | Added |
| Citigroup Inc | 12,466 | $923.0K | 0.00% | −755−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 12,817 | $950.0K | 0.01% | +1,639+14.7% | Added |
| New York State Teachers Retirement System | 13,165 | $975.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,485 | $999.0K | 0.00% | −2,122−13.6% | Reduced |
| Wells Fargo & Company | 13,662 | $1.01M | 0.00% | −3,330−19.6% | Reduced |
| Dana Investment Advisors, Inc. | 13,743 | $1.02M | 0.05% | +13,743 | New |
| Yousif Capital Management, LLC | 13,849 | $1.03M | 0.01% | −350−2.5% | Reduced |
| Prudential Financial Inc | 14,126 | $1.05M | 0.00% | −288−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,523 | $1.08M | 0.00% | +484+3.4% | Added |
| State of Tennessee, Treasury Department | 14,809 | $1.10M | 0.00% | +780+5.6% | Added |
| Macquarie Group Ltd | 15,066 | $1.12M | 0.00% | 00.0% | Unchanged |