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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| Sutton Wealth Advisors Inc. | 7 | $476 | 0.00% | +4+133.3% | Added |
| Lindbrook Capital, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11 | $1.00K | 0.00% | +11 | New |
| Point72 Hong Kong Ltd | 15 | $1.00K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 43 | $2.00K | 0.00% | −215−83.3% | Reduced |
| Meeder Asset Management Inc | 27 | $2.00K | 0.00% | +3+12.5% | Added |
| Rockefeller Capital Management L.P. | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $3.00K | 0.00% | +50 | New |
| EverSource Wealth Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $6.00K | 0.00% | +95 | New |
| UBS Group AG | 112 | $8.00K | 0.00% | −7,827−98.6% | Reduced |
| Farmers & Merchants Investments Inc | 141 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 182 | $12.0K | 0.00% | −5−2.7% | Reduced |
| Huntington National Bank | 331 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 334 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 429 | $29.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 484 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 536 | $36.0K | 0.00% | +227+73.5% | Added |
| Private Capital Group, LLC | 577 | $39.0K | 0.03% | +178+44.6% | Added |
| Financial Management Professionals, Inc. | 649 | $44.0K | 0.01% | −91−12.3% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 854 | $58.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 986 | $67.0K | 0.00% | +986 | New |
| Ameritas Investment Partners, Inc. | 1,081 | $73.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,323 | $90.0K | 0.00% | +1,131+589.1% | Added |
| The PNC Financial Services Group, Inc. | 1,606 | $109.0K | 0.00% | +254+18.8% | Added |
| Advisor Group Holdings, Inc. | 1,667 | $113.0K | 0.00% | −103−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $135.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,214 | $151.0K | 0.01% | +2,214 | New |
| Mutual of America Capital Management LLC | 2,287 | $156.0K | 0.00% | +341+17.5% | Added |
| Janus Henderson Group PLC | 3,027 | $206.0K | 0.00% | +10.0% | Added |
| Stifel Financial Corp | 3,165 | $215.0K | 0.00% | +77+2.5% | Added |
| State of Wisconsin Investment Board | 3,541 | $241.0K | 0.00% | +3,541 | New |
| Ensign Peak Advisors, Inc | 3,600 | $245.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,606 | $245.0K | 0.00% | +35+1.0% | Added |
| Algert Global LLC | 3,729 | $254.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,750 | $255.0K | 0.03% | +360+10.6% | Added |
| SG Americas Securities, LLC | 3,881 | $264.0K | 0.00% | +3,881 | New |
| Arizona State Retirement System | 3,978 | $271.0K | 0.00% | −67−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,316 | $294.0K | 0.00% | −6,404−59.7% | Reduced |
| Quantbot Technologies LP | 4,326 | $294.0K | 0.03% | +1,899+78.2% | Added |
| Oregon Public Employees Retirement Fund | 4,465 | $304.0K | 0.00% | −952−17.6% | Reduced |
| Toronto Dominion Bank | 4,607 | $313.0K | 0.00% | −1,343−22.6% | Reduced |
| Graham Capital Management, L.P. | 4,617 | $314.0K | 0.01% | +398+9.4% | Added |
| Pitcairn Co | 4,683 | $319.0K | 0.03% | −507−9.8% | Reduced |
| Trexquant Investment LP | 4,826 | $328.0K | 0.01% | +4,826 | New |
| Engineers Gate Manager LP | 4,908 | $334.0K | 0.01% | +516+11.7% | Added |
| Intrust Bank NA | 4,963 | $338.0K | 0.05% | +2,110+74.0% | Added |
| Russell Investments Group, Ltd. | 5,110 | $347.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 5,207 | $354.0K | 0.33% | −4,693−47.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,298 | $360.4K | 0.00% | −783−12.9% | Reduced |
| Wells Fargo & Company | 5,374 | $365.0K | 0.00% | −8,288−60.7% | Reduced |
| Manufacturers Life Insurance Company, The | 5,474 | $372.3K | 0.00% | −152−2.7% | Reduced |
| Maryland State Retirement & Pension System | 5,523 | $376.0K | 0.01% | +108+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,606 | $381.0K | 0.02% | +494+9.7% | Added |
| Voya Investment Management LLC | 5,835 | $397.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,136 | $417.0K | 0.00% | +18+0.3% | Added |
| New York Life Investment Management LLC | 6,294 | $428.0K | 0.00% | +6,294 | New |
| Barclays PLC | 6,461 | $440.0K | 0.00% | −22,383−77.6% | Reduced |
| Deutsche Bank AG | 6,585 | $448.0K | 0.00% | −1,137−14.7% | Reduced |
| Citigroup Inc | 6,694 | $455.0K | 0.00% | −5,772−46.3% | Reduced |
| Victory Capital Management Inc | 6,771 | $461.0K | 0.00% | −1,990−22.7% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $468.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 7,421 | $505.0K | 0.00% | −342−4.4% | Reduced |
| MetLife Investment Management | 7,506 | $510.6K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,600 | $517.0K | 0.02% | −800−9.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,788 | $529.0K | 0.00% | −6,735−46.4% | Reduced |
| Envestnet Asset Management Inc | 8,952 | $609.0K | 0.00% | +678+8.2% | Added |
| ClariVest Asset Management LLC | 9,100 | $619.0K | 0.03% | +9,100 | New |
| Advantage Alpha Capital Partners LP | 9,655 | $657.0K | 0.11% | +284+3.0% | Added |
| Winton Group Ltd | 9,672 | $658.0K | 0.03% | +1,705+21.4% | Added |
| Texas Permanent School Fund | 9,841 | $669.0K | 0.01% | +267+2.8% | Added |
| State of Alaska, Department of Revenue | 10,293 | $700.0K | 0.01% | +895+9.5% | Added |
| Norges Bank | 10,400 | $707.4K | 0.00% | −45,800−81.5% | Reduced |
| DuPont Capital Management Corp | 10,641 | $724.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,777 | $733.0K | 0.00% | +10,777 | New |
| Hillsdale Investment Management Inc. | 11,300 | $769.0K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 11,018 | $781.0K | 0.01% | −673−5.8% | Reduced |
| Yousif Capital Management, LLC | 11,891 | $809.0K | 0.01% | −1,958−14.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,412 | $844.0K | 0.01% | +770+6.6% | Added |
| New York State Teachers Retirement System | 12,965 | $882.0K | 0.00% | −200−1.5% | Reduced |
| Great West Life Assurance Co | 13,277 | $903.0K | 0.00% | +1,683+14.5% | Added |
| Dana Investment Advisors, Inc. | 13,341 | $907.0K | 0.05% | −402−2.9% | Reduced |
| Thrivent Financial for Lutherans | 13,377 | $910.0K | 0.00% | +2,383+21.7% | Added |
| SEI Investments Co | 13,902 | $927.0K | 0.00% | +1,615+13.1% | Added |
| State of Tennessee, Treasury Department | 13,861 | $943.0K | 0.00% | −948−6.4% | Reduced |
| Prudential Financial Inc | 13,980 | $946.0K | 0.00% | −146−1.0% | Reduced |
| Macquarie Group Ltd | 15,066 | $1.02M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 15,190 | $1.03M | 0.01% | +9,507+167.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,400 | $1.05M | 0.00% | −8,100−34.5% | Reduced |
| Cornercap Investment Counsel Inc | 15,654 | $1.06M | 0.18% | +6,718+75.2% | Added |
| Alliancebernstein L.P. | 16,520 | $1.12M | 0.00% | +3,035+22.5% | Added |
| UBS Asset Management Americas Inc | 17,370 | $1.18M | 0.00% | 00.0% | Unchanged |