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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 5,474 | $372.3K | 0.00% | −152−2.7% | Reduced |
| Wells Fargo & Company | 5,374 | $365.0K | 0.00% | −8,288−60.7% | Reduced |
| BNP Paribas Arbitrage, SA | 5,298 | $360.4K | 0.00% | −783−12.9% | Reduced |
| Capital Impact Advisors, LLC | 5,207 | $354.0K | 0.33% | −4,693−47.4% | Reduced |
| Russell Investments Group, Ltd. | 5,110 | $347.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 4,963 | $338.0K | 0.05% | +2,110+74.0% | Added |
| Engineers Gate Manager LP | 4,908 | $334.0K | 0.01% | +516+11.7% | Added |
| Trexquant Investment LP | 4,826 | $328.0K | 0.01% | +4,826 | New |
| Pitcairn Co | 4,683 | $319.0K | 0.03% | −507−9.8% | Reduced |
| Graham Capital Management, L.P. | 4,617 | $314.0K | 0.01% | +398+9.4% | Added |
| Toronto Dominion Bank | 4,607 | $313.0K | 0.00% | −1,343−22.6% | Reduced |
| Oregon Public Employees Retirement Fund | 4,465 | $304.0K | 0.00% | −952−17.6% | Reduced |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,978 | $271.0K | 0.00% | −67−1.7% | Reduced |
| SG Americas Securities, LLC | 3,881 | $264.0K | 0.00% | +3,881 | New |
| Mount Yale Investment Advisors, LLC | 3,750 | $255.0K | 0.03% | +360+10.6% | Added |
| Algert Global LLC | 3,729 | $254.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| State of Wisconsin Investment Board | 3,541 | $241.0K | 0.00% | +3,541 | New |
| Stifel Financial Corp | 3,165 | $215.0K | 0.00% | +77+2.5% | Added |
| Janus Henderson Group PLC | 3,027 | $206.0K | 0.00% | +10.0% | Added |
| Mutual of America Capital Management LLC | 2,287 | $156.0K | 0.00% | +341+17.5% | Added |
| Vestcor Inc | 2,214 | $151.0K | 0.01% | +2,214 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $135.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,667 | $113.0K | 0.00% | −103−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,606 | $109.0K | 0.00% | +254+18.8% | Added |
| Tower Research Capital LLC (TRC) | 1,323 | $90.0K | 0.00% | +1,131+589.1% | Added |
| Ameritas Investment Partners, Inc. | 1,081 | $73.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 986 | $67.0K | 0.00% | +986 | New |
| Metropolitan Life Insurance Co | 854 | $58.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 649 | $44.0K | 0.01% | −91−12.3% | Reduced |
| Private Capital Group, LLC | 577 | $39.0K | 0.03% | +178+44.6% | Added |
| US Bancorp | 536 | $36.0K | 0.00% | +227+73.5% | Added |
| Captrust Financial Advisors | 484 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 429 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 334 | $23.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 182 | $12.0K | 0.00% | −5−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 141 | $10.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 112 | $8.00K | 0.00% | −7,827−98.6% | Reduced |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $6.00K | 0.00% | +95 | New |
| EverSource Wealth Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 7 | $476 | 0.00% | +4+133.3% | Added |
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| 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 |