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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 17,465 | $1.19M | 0.00% | −2,162−11.0% | Reduced |
| California State Teachers Retirement System | 18,232 | $1.24M | 0.00% | −271−1.5% | Reduced |
| AQR Capital Management LLC | 18,700 | $1.27M | 0.00% | +368+2.0% | Added |
| Cubist Systematic Strategies, LLC | 19,378 | $1.32M | 0.01% | +6,561+51.2% | Added |
| Zacks Investment Management | 19,573 | $1.33M | 0.02% | −321−1.6% | Reduced |
| Allianz Asset Management GmbH | 20,252 | $1.38M | 0.00% | −4,198−17.2% | Reduced |
| Bank of America Corp | 22,342 | $1.52M | 0.00% | −14,598−39.5% | Reduced |
| Federated Hermes, Inc. | 22,374 | $1.52M | 0.00% | −49−0.2% | Reduced |
| Raymond James & Associates | 22,757 | $1.55M | 0.00% | +22,757 | New |
| Guggenheim Capital LLC | 24,297 | $1.65M | 0.01% | +3,963+19.5% | Added |
| Public Sector Pension Investment Board | 25,214 | $1.72M | 0.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 25,682 | $1.75M | 0.00% | +25,682 | New |
| First Trust Advisors LP | 26,679 | $1.81M | 0.00% | −1,618−5.7% | Reduced |
| Citadel Advisors LLC | 27,574 | $1.88M | 0.00% | −7,821−22.1% | Reduced |
| Acadian Asset Management LLC | 28,409 | $1.93M | 0.01% | +9,241+48.2% | Added |
| New York State Common Retirement Fund | 28,968 | $1.97M | 0.00% | +1,075+3.9% | Added |
| Bridgeway Capital Management, LLC | 31,000 | $2.11M | 0.05% | −25,000−44.6% | Reduced |
| Legal & General Group Plc | 33,198 | $2.26M | 0.00% | +102+0.3% | Added |
| Swiss National Bank | 34,589 | $2.35M | 0.00% | −800−2.3% | Reduced |
| Avalon Investment & Advisory | 37,529 | $2.55M | 0.07% | −1,151−3.0% | Reduced |
| Eaton Vance Management | 41,265 | $2.81M | 0.00% | −356−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 42,378 | $2.88M | 0.02% | +10,511+33.0% | Added |
| American Century Companies Inc | 42,705 | $2.90M | 0.00% | +15,137+54.9% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.94M | 0.13% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,763 | $2.98M | 0.00% | +804+1.9% | Added |
| Aptus Capital Advisors, LLC | 44,081 | $3.00M | 0.10% | +1,613+3.8% | Added |
| Two Sigma Advisers, LP | 45,200 | $3.08M | 0.01% | +200+0.4% | Added |
| Two Sigma Investments, LP | 45,329 | $3.08M | 0.01% | −7,313−13.9% | Reduced |
| Royce & Associates LP | 58,000 | $3.94M | 0.04% | −1,194−2.0% | Reduced |
| LSV Asset Management | 67,000 | $4.56M | 0.01% | −5,700−7.8% | Reduced |
| Putnam Investments LLC | 69,813 | $4.75M | 0.01% | −3,183−4.4% | Reduced |
| Bank of Montreal | 70,099 | $4.88M | 0.00% | +66,018+1,617.7% | Added |
| Ameriprise Financial Inc | 85,247 | $5.80M | 0.00% | +602+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 88,860 | $6.04M | 0.02% | +3,400+4.0% | Added |
| Goldman Sachs Group Inc | 92,664 | $6.30M | 0.00% | −36,014−28.0% | Reduced |
| EJF Capital LLC | 93,086 | $6.33M | 1.06% | −10,573−10.2% | Reduced |
| JPMorgan Chase & Co | 93,652 | $6.37M | 0.00% | +1,317+1.4% | Added |
| Principal Financial Group Inc | 95,801 | $6.52M | 0.00% | −4,314−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 97,114 | $6.61M | 0.00% | −369−0.4% | Reduced |
| Millennium Management LLC | 110,871 | $7.54M | 0.01% | −63,724−36.5% | Reduced |
| Morgan Stanley | 129,397 | $8.80M | 0.00% | +43,848+51.3% | Added |
| Royal Bank of Canada | 134,238 | $9.13M | 0.00% | +16,060+13.6% | Added |
| Invesco Ltd. | 143,193 | $9.74M | 0.00% | −10,462−6.8% | Reduced |
| Phocas Financial Corp. | 143,217 | $9.74M | 1.46% | −1,628−1.1% | Reduced |
| Renaissance Technologies LLC | 143,855 | $9.79M | 0.01% | +18,900+15.1% | Added |
| Bank of New York Mellon Corp | 165,996 | $11.3M | 0.00% | +163+0.1% | Added |
| Maltese Capital Management LLC | 168,263 | $11.4M | 2.46% | +13,263+8.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 168,628 | $11.5M | 3.37% | +80,288+90.9% | Added |
| Northern Trust Corp | 195,388 | $13.3M | 0.00% | −2,627−1.3% | Reduced |
| Geode Capital Management, LLC | 243,763 | $16.6M | 0.00% | +1,688+0.7% | Added |
| HSBC Holdings PLC | 281,398 | $19.5M | 0.03% | +8,913+3.3% | Added |
| Boston Partners | 286,815 | $19.7M | 0.03% | +5,410+1.9% | Added |
| Stieven Capital Advisors, L.P. | 309,697 | $21.1M | 3.33% | +3,600+1.2% | Added |
| Nuveen Asset Management, LLC | 533,981 | $36.3M | 0.01% | +9,395+1.8% | Added |
| State Street Corp | 555,949 | $37.8M | 0.00% | −90,256−14.0% | Reduced |
| Dimensional Fund Advisors LP | 609,718 | $41.5M | 0.02% | −13,064−2.1% | Reduced |
| Vanguard Group Inc | 905,304 | $61.6M | 0.00% | +17,577+2.0% | Added |
| FMR LLC | 961,195 | $65.4M | 0.01% | −14,554−1.5% | Reduced |
| Price T Rowe Associates Inc | 1,051,798 | $71.5M | 0.01% | −50,536−4.6% | Reduced |
| BlackRock Inc. | 1,443,006 | $98.2M | 0.00% | −3,111−0.2% | Reduced |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −15,546−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |