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 |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. | 6,118 | $453.0K | 0.00% | +6,118 | New |
| BNP Paribas Arbitrage, SA | 6,081 | $450.5K | 0.00% | −3,604−37.2% | Reduced |
| Toronto Dominion Bank | 5,950 | $441.0K | 0.00% | +5,950 | New |
| Voya Investment Management LLC | 5,835 | $432.0K | 0.00% | +152+2.7% | Added |
| Squarepoint Ops LLC | 5,683 | $421.0K | 0.00% | −1,307−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 5,626 | $416.8K | 0.00% | −1,375−19.6% | 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 |
| IndexIQ Advisors LLC | 5,352 | $397.0K | 0.01% | −1,280−19.3% | Reduced |
| D. E. Shaw & Co., Inc. | 5,308 | $393.0K | 0.00% | −1,988−27.2% | Reduced |
| Pitcairn Co | 5,190 | $385.0K | 0.03% | +5,190 | New |
| Hennion & Walsh Asset Management, Inc. | 5,112 | $379.0K | 0.02% | +5,112 | New |
| Russell Investments Group, Ltd. | 5,110 | $378.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,392 | $325.0K | 0.01% | −2,173−33.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,300 | $319.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,081 | $315.0K | 0.00% | −7,402−64.5% | Reduced |
| Graham Capital Management, L.P. | 4,219 | $312.0K | 0.01% | +4,219 | New |
| Arizona State Retirement System | 4,045 | $300.0K | 0.00% | +21+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $296.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 3,729 | $276.0K | 0.02% | +3,729 | New |
| Ensign Peak Advisors, Inc | 3,600 | $267.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,571 | $265.0K | 0.00% | +3,571 | New |
| Mount Yale Investment Advisors, LLC | 3,390 | $251.0K | 0.03% | +261+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,230 | $239.0K | 0.00% | −5,974−64.9% | Reduced |
| State Board of Administration of Florida Retirement System | 3,215 | $238.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,088 | $229.0K | 0.00% | +3,088 | New |
| Teacher Retirement System of Texas | 3,084 | $228.0K | 0.00% | +215+7.5% | Added |
| Janus Henderson Group PLC | 3,026 | $224.0K | 0.00% | −2,078−40.7% | Reduced |
| ProShare Advisors LLC | 3,012 | $223.0K | 0.00% | −428−12.4% | Reduced |
| Everence Capital Management Inc | 2,910 | $216.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 2,853 | $211.0K | 0.03% | +2,853 | New |
| Quantbot Technologies LP | 2,427 | $179.0K | 0.02% | +2,427 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $147.0K | 0.00% | +789+66.1% | Added |
| Mutual of America Capital Management LLC | 1,946 | $144.0K | 0.00% | +72+3.8% | Added |
| Advisor Group Holdings, Inc. | 1,770 | $131.0K | 0.00% | +1,141+181.4% | Added |
| USA Financial Portformulas Corp | 1,360 | $101.0K | 0.11% | +1,360 | New |
| The PNC Financial Services Group, Inc. | 1,352 | $99.0K | 0.00% | +505+59.6% | Added |
| Ameritas Investment Partners, Inc. | 1,081 | $80.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 854 | $63.3K | 0.00% | −2,759−76.4% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $59.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 740 | $55.0K | 0.01% | +740 | New |
| Captrust Financial Advisors | 484 | $36.0K | 0.00% | +435+887.8% | Added |
| Lazard Asset Management LLC | 429 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 399 | $30.0K | 0.01% | +399 | New |
| Huntington National Bank | 331 | $25.0K | 0.00% | +306+1,224.0% | Added |
| Parkside Financial Bank & Trust | 334 | $24.0K | 0.01% | −3−0.9% | Reduced |
| US Bancorp | 309 | $23.0K | 0.00% | +278+896.8% | Added |
| First Horizon Advisors, Inc. | 258 | $19.0K | 0.00% | +258 | 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 |
| Farmers & Merchants Investments Inc | 141 | $10.0K | 0.00% | +141 | New |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41 | $3.00K | 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| 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 |