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 |
|---|---|---|---|---|---|
| EAM Investors, LLC | 15,546 | $1.15M | 0.21% | +15,546 | New |
| UBS Asset Management Americas Inc | 17,370 | $1.29M | 0.00% | +3,790+27.9% | Added |
| AQR Capital Management LLC | 18,332 | $1.36M | 0.00% | −3,574−16.3% | Reduced |
| California State Teachers Retirement System | 18,503 | $1.37M | 0.00% | −1,716−8.5% | Reduced |
| Acadian Asset Management LLC | 19,168 | $1.42M | 0.01% | +5,730+42.6% | Added |
| Credit Suisse AG | 19,627 | $1.45M | 0.00% | +698+3.7% | Added |
| Zacks Investment Management | 19,894 | $1.47M | 0.02% | +652+3.4% | Added |
| Guggenheim Capital LLC | 20,334 | $1.51M | 0.01% | −3,863−16.0% | Reduced |
| Federated Hermes, Inc. | 22,423 | $1.66M | 0.00% | +175+0.8% | Added |
| EAM Global Investors LLC | 22,590 | $1.67M | 0.31% | +22,590 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 23,500 | $1.74M | 0.01% | +23,500 | New |
| Allianz Asset Management GmbH | 24,450 | $1.81M | 0.00% | +24,450 | New |
| Public Sector Pension Investment Board | 25,214 | $1.87M | 0.01% | −2,710−9.7% | Reduced |
| American Century Companies Inc | 27,568 | $2.04M | 0.00% | −1,051−3.7% | Reduced |
| New York State Common Retirement Fund | 27,893 | $2.07M | 0.00% | −217−0.8% | Reduced |
| First Trust Advisors LP | 28,297 | $2.10M | 0.00% | −816−2.8% | Reduced |
| Barclays PLC | 28,844 | $2.14M | 0.00% | −930−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,867 | $2.36M | 0.02% | −6,155−16.2% | Reduced |
| Legal & General Group Plc | 33,096 | $2.45M | 0.00% | −717−2.1% | Reduced |
| Swiss National Bank | 35,389 | $2.62M | 0.00% | +2,500+7.6% | Added |
| Citadel Advisors LLC | 35,395 | $2.62M | 0.00% | +26,864+314.9% | Added |
| Bank of America Corp | 36,940 | $2.74M | 0.00% | −13,020−26.1% | Reduced |
| Avalon Investment & Advisory | 38,680 | $2.87M | 0.07% | +38,680 | New |
| Eaton Vance Management | 41,621 | $3.08M | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 42,468 | $3.15M | 0.10% | +3,236+8.2% | Added |
| Rhumbline Advisers | 42,959 | $3.18M | 0.00% | −2,633−5.8% | Reduced |
| Premier Fund Managers Ltd | 43,400 | $3.24M | 0.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 45,000 | $3.33M | 0.01% | +5,400+13.6% | Added |
| Parametric Portfolio Associates LLC | 46,399 | $3.44M | 0.00% | +18,830+68.3% | Added |
| Two Sigma Investments, LP | 52,642 | $3.90M | 0.01% | +5,422+11.5% | Added |
| Bridgeway Capital Management, LLC | 56,000 | $4.15M | 0.08% | 00.0% | Unchanged |
| Norges Bank | 56,200 | $4.16M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 59,194 | $4.39M | 0.04% | −32,682−35.6% | Reduced |
| LSV Asset Management | 72,700 | $5.39M | 0.01% | −38,579−34.7% | Reduced |
| Putnam Investments LLC | 72,996 | $5.41M | 0.01% | +6,265+9.4% | Added |
| Ameriprise Financial Inc | 84,645 | $6.27M | 0.00% | −71,905−45.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 85,460 | $6.33M | 0.02% | −5,805−6.4% | Reduced |
| Morgan Stanley | 85,549 | $6.34M | 0.00% | −1,351−1.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 88,340 | $6.54M | 2.11% | −48,210−35.3% | Reduced |
| JPMorgan Chase & Co | 92,335 | $6.84M | 0.00% | +12,002+14.9% | Added |
| Charles Schwab Investment Management Inc | 97,483 | $7.22M | 0.00% | −576−0.6% | Reduced |
| Principal Financial Group Inc | 100,115 | $7.42M | 0.00% | −7,597−7.1% | Reduced |
| EJF Capital LLC | 103,659 | $7.68M | 0.82% | +2,561+2.5% | Added |
| Royal Bank of Canada | 118,178 | $8.76M | 0.00% | −2,513−2.1% | Reduced |
| Renaissance Technologies LLC | 124,955 | $9.26M | 0.01% | −39,300−23.9% | Reduced |
| Goldman Sachs Group Inc | 128,678 | $9.53M | 0.00% | −569−0.4% | Reduced |
| Phocas Financial Corp. | 144,845 | $10.7M | 1.35% | −2,433−1.7% | Reduced |
| Invesco Ltd. | 153,655 | $11.4M | 0.00% | +104,067+209.9% | Added |
| Maltese Capital Management LLC | 155,000 | $11.5M | 2.16% | +7,500+5.1% | Added |
| Bank of New York Mellon Corp | 165,833 | $12.3M | 0.00% | −2,226−1.3% | Reduced |
| Millennium Management LLC | 174,595 | $12.9M | 0.02% | +35,034+25.1% | Added |
| Northern Trust Corp | 198,015 | $14.7M | 0.00% | −6,009−2.9% | Reduced |
| Geode Capital Management, LLC | 242,075 | $17.9M | 0.00% | −346−0.1% | Reduced |
| HSBC Holdings PLC | 272,485 | $20.2M | 0.03% | +6,994+2.6% | Added |
| Boston Partners | 281,405 | $20.7M | 0.03% | +439+0.2% | Added |
| Stieven Capital Advisors, L.P. | 306,097 | $22.7M | 3.02% | −6,800−2.2% | Reduced |
| Nuveen Asset Management, LLC | 524,586 | $39.8M | 0.01% | −21,334−3.9% | Reduced |
| Dimensional Fund Advisors LP | 622,782 | $46.1M | 0.01% | +767+0.1% | Added |
| State Street Corp | 646,205 | $47.9M | 0.00% | +88,699+15.9% | Added |
| Vanguard Group Inc | 887,727 | $65.8M | 0.00% | +19,892+2.3% | Added |
| FMR LLC | 975,749 | $72.3M | 0.01% | +57,168+6.2% | Added |
| Price T Rowe Associates Inc | 1,102,334 | $81.7M | 0.01% | −29,842−2.6% | Reduced |
| BlackRock Inc. | 1,446,117 | $107.1M | 0.00% | −1570.0% | Reduced |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −40,232−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,401−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,073−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |