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, Q2 2022
Institutional positions in Preferred Bank as of Jun 30, 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
- 160
- +2 vs. Q1 2022
- Shares held
- 11.0M
- −113.5K (−1.0%) vs. Q1 2022
- Total value
- $748.3M
- −$75.2M (−9.1%) vs. Q1 2022
- New holders
- 14
- 58 more added
- Sold out
- 12
- 58 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,443,006 | $98.2M | 0.00% | −3,111−0.2% | Reduced |
| Price T Rowe Associates Inc | 1,051,798 | $71.5M | 0.01% | −50,536−4.6% | Reduced |
| FMR LLC | 961,195 | $65.4M | 0.01% | −14,554−1.5% | Reduced |
| Vanguard Group Inc | 905,304 | $61.6M | 0.00% | +17,577+2.0% | Added |
| Dimensional Fund Advisors LP | 609,718 | $41.5M | 0.02% | −13,064−2.1% | Reduced |
| State Street Corp | 555,949 | $37.8M | 0.00% | −90,256−14.0% | Reduced |
| Nuveen Asset Management, LLC | 533,981 | $36.3M | 0.01% | +9,395+1.8% | Added |
| Stieven Capital Advisors, L.P. | 309,697 | $21.1M | 3.33% | +3,600+1.2% | Added |
| Boston Partners | 286,815 | $19.7M | 0.03% | +5,410+1.9% | Added |
| HSBC Holdings PLC | 281,398 | $19.5M | 0.03% | +8,913+3.3% | Added |
| Geode Capital Management, LLC | 243,763 | $16.6M | 0.00% | +1,688+0.7% | Added |
| Northern Trust Corp | 195,388 | $13.3M | 0.00% | −2,627−1.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 168,628 | $11.5M | 3.37% | +80,288+90.9% | Added |
| Maltese Capital Management LLC | 168,263 | $11.4M | 2.46% | +13,263+8.6% | Added |
| Bank of New York Mellon Corp | 165,996 | $11.3M | 0.00% | +163+0.1% | Added |
| Renaissance Technologies LLC | 143,855 | $9.79M | 0.01% | +18,900+15.1% | Added |
| Phocas Financial Corp. | 143,217 | $9.74M | 1.46% | −1,628−1.1% | Reduced |
| Invesco Ltd. | 143,193 | $9.74M | 0.00% | −10,462−6.8% | Reduced |
| Royal Bank of Canada | 134,238 | $9.13M | 0.00% | +16,060+13.6% | Added |
| Morgan Stanley | 129,397 | $8.80M | 0.00% | +43,848+51.3% | Added |
| Millennium Management LLC | 110,871 | $7.54M | 0.01% | −63,724−36.5% | Reduced |
| Charles Schwab Investment Management Inc | 97,114 | $6.61M | 0.00% | −369−0.4% | Reduced |
| Principal Financial Group Inc | 95,801 | $6.52M | 0.00% | −4,314−4.3% | Reduced |
| JPMorgan Chase & Co | 93,652 | $6.37M | 0.00% | +1,317+1.4% | Added |
| EJF Capital LLC | 93,086 | $6.33M | 1.06% | −10,573−10.2% | Reduced |
| Goldman Sachs Group Inc | 92,664 | $6.30M | 0.00% | −36,014−28.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 88,860 | $6.04M | 0.02% | +3,400+4.0% | Added |
| Ameriprise Financial Inc | 85,247 | $5.80M | 0.00% | +602+0.7% | Added |
| Bank of Montreal | 70,099 | $4.88M | 0.00% | +66,018+1,617.7% | Added |
| Putnam Investments LLC | 69,813 | $4.75M | 0.01% | −3,183−4.4% | Reduced |
| LSV Asset Management | 67,000 | $4.56M | 0.01% | −5,700−7.8% | Reduced |
| Royce & Associates LP | 58,000 | $3.94M | 0.04% | −1,194−2.0% | Reduced |
| Two Sigma Investments, LP | 45,329 | $3.08M | 0.01% | −7,313−13.9% | Reduced |
| Two Sigma Advisers, LP | 45,200 | $3.08M | 0.01% | +200+0.4% | Added |
| Aptus Capital Advisors, LLC | 44,081 | $3.00M | 0.10% | +1,613+3.8% | Added |
| Rhumbline Advisers | 43,763 | $2.98M | 0.00% | +804+1.9% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.94M | 0.13% | 00.0% | Unchanged |
| American Century Companies Inc | 42,705 | $2.90M | 0.00% | +15,137+54.9% | Added |
| Jacobs Levy Equity Management, Inc | 42,378 | $2.88M | 0.02% | +10,511+33.0% | Added |
| Eaton Vance Management | 41,265 | $2.81M | 0.00% | −356−0.9% | Reduced |
| Avalon Investment & Advisory | 37,529 | $2.55M | 0.07% | −1,151−3.0% | Reduced |
| Swiss National Bank | 34,589 | $2.35M | 0.00% | −800−2.3% | Reduced |
| Legal & General Group Plc | 33,198 | $2.26M | 0.00% | +102+0.3% | Added |
| Bridgeway Capital Management, LLC | 31,000 | $2.11M | 0.05% | −25,000−44.6% | Reduced |
| New York State Common Retirement Fund | 28,968 | $1.97M | 0.00% | +1,075+3.9% | Added |
| Acadian Asset Management LLC | 28,409 | $1.93M | 0.01% | +9,241+48.2% | Added |
| Citadel Advisors LLC | 27,574 | $1.88M | 0.00% | −7,821−22.1% | Reduced |
| First Trust Advisors LP | 26,679 | $1.81M | 0.00% | −1,618−5.7% | Reduced |
| Massachusetts Financial Services Co | 25,682 | $1.75M | 0.00% | +25,682 | New |
| Public Sector Pension Investment Board | 25,214 | $1.72M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 24,297 | $1.65M | 0.01% | +3,963+19.5% | Added |
| Raymond James & Associates | 22,757 | $1.55M | 0.00% | +22,757 | New |
| Federated Hermes, Inc. | 22,374 | $1.52M | 0.00% | −49−0.2% | Reduced |
| Bank of America Corp | 22,342 | $1.52M | 0.00% | −14,598−39.5% | Reduced |
| Allianz Asset Management GmbH | 20,252 | $1.38M | 0.00% | −4,198−17.2% | Reduced |
| Zacks Investment Management | 19,573 | $1.33M | 0.02% | −321−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 19,378 | $1.32M | 0.01% | +6,561+51.2% | Added |
| AQR Capital Management LLC | 18,700 | $1.27M | 0.00% | +368+2.0% | Added |
| California State Teachers Retirement System | 18,232 | $1.24M | 0.00% | −271−1.5% | Reduced |
| Credit Suisse AG | 17,465 | $1.19M | 0.00% | −2,162−11.0% | Reduced |
| UBS Asset Management Americas Inc | 17,370 | $1.18M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 16,520 | $1.12M | 0.00% | +3,035+22.5% | Added |
| Cornercap Investment Counsel Inc | 15,654 | $1.06M | 0.18% | +6,718+75.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,400 | $1.05M | 0.00% | −8,100−34.5% | Reduced |
| Squarepoint Ops LLC | 15,190 | $1.03M | 0.01% | +9,507+167.3% | Added |
| Macquarie Group Ltd | 15,066 | $1.02M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 13,980 | $946.0K | 0.00% | −146−1.0% | Reduced |
| State of Tennessee, Treasury Department | 13,861 | $943.0K | 0.00% | −948−6.4% | Reduced |
| SEI Investments Co | 13,902 | $927.0K | 0.00% | +1,615+13.1% | Added |
| Thrivent Financial for Lutherans | 13,377 | $910.0K | 0.00% | +2,383+21.7% | Added |
| Dana Investment Advisors, Inc. | 13,341 | $907.0K | 0.05% | −402−2.9% | Reduced |
| Great West Life Assurance Co | 13,277 | $903.0K | 0.00% | +1,683+14.5% | Added |
| New York State Teachers Retirement System | 12,965 | $882.0K | 0.00% | −200−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,412 | $844.0K | 0.01% | +770+6.6% | Added |
| Yousif Capital Management, LLC | 11,891 | $809.0K | 0.01% | −1,958−14.1% | Reduced |
| Comerica Bank | 11,018 | $781.0K | 0.01% | −673−5.8% | Reduced |
| Hillsdale Investment Management Inc. | 11,300 | $769.0K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,777 | $733.0K | 0.00% | +10,777 | New |
| DuPont Capital Management Corp | 10,641 | $724.0K | 0.03% | 00.0% | Unchanged |
| Norges Bank | 10,400 | $707.4K | 0.00% | −45,800−81.5% | Reduced |
| State of Alaska, Department of Revenue | 10,293 | $700.0K | 0.01% | +895+9.5% | Added |
| Texas Permanent School Fund | 9,841 | $669.0K | 0.01% | +267+2.8% | Added |
| Winton Group Ltd | 9,672 | $658.0K | 0.03% | +1,705+21.4% | Added |
| Advantage Alpha Capital Partners LP | 9,655 | $657.0K | 0.11% | +284+3.0% | Added |
| ClariVest Asset Management LLC | 9,100 | $619.0K | 0.03% | +9,100 | New |
| Envestnet Asset Management Inc | 8,952 | $609.0K | 0.00% | +678+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 7,788 | $529.0K | 0.00% | −6,735−46.4% | Reduced |
| Jump Financial, LLC | 7,600 | $517.0K | 0.02% | −800−9.5% | Reduced |
| MetLife Investment Management | 7,506 | $510.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,421 | $505.0K | 0.00% | −342−4.4% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $468.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,771 | $461.0K | 0.00% | −1,990−22.7% | Reduced |
| Citigroup Inc | 6,694 | $455.0K | 0.00% | −5,772−46.3% | Reduced |
| Deutsche Bank AG | 6,585 | $448.0K | 0.00% | −1,137−14.7% | Reduced |
| Barclays PLC | 6,461 | $440.0K | 0.00% | −22,383−77.6% | Reduced |
| New York Life Investment Management LLC | 6,294 | $428.0K | 0.00% | +6,294 | New |
| Amalgamated Bank | 6,136 | $417.0K | 0.00% | +18+0.3% | Added |
| Voya Investment Management LLC | 5,835 | $397.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,606 | $381.0K | 0.02% | +494+9.7% | Added |
| Maryland State Retirement & Pension System | 5,523 | $376.0K | 0.01% | +108+2.0% | Added |