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, Q3 2022
Institutional positions in Preferred Bank as of Sep 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
- 157
- −2 vs. Q2 2022
- Shares held
- 10.7M
- −270.4K (−2.5%) vs. Q2 2022
- Total value
- $700.4M
- −$47.9M (−6.4%) vs. Q2 2022
- New holders
- 16
- 50 more added
- Sold out
- 18
- 67 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,401,448 | $91.4M | 0.00% | −41,558−2.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,043,532 | $68.1M | 0.05% | +1,043,532 | New |
| Vanguard Group Inc | 921,337 | $60.1M | 0.00% | +16,033+1.8% | Added |
| FMR LLC | 889,031 | $58.0M | 0.01% | −72,164−7.5% | Reduced |
| Dimensional Fund Advisors LP | 608,634 | $39.7M | 0.02% | −1,084−0.2% | Reduced |
| State Street Corp | 553,662 | $36.1M | 0.00% | −2,287−0.4% | Reduced |
| Nuveen Asset Management, LLC | 514,020 | $33.5M | 0.01% | −19,961−3.7% | Reduced |
| Stieven Capital Advisors, L.P. | 309,497 | $20.2M | 3.31% | −200−0.1% | Reduced |
| Boston Partners | 300,282 | $20.1M | 0.03% | +13,467+4.7% | Added |
| HSBC Holdings PLC | 281,939 | $18.8M | 0.03% | +541+0.2% | Added |
| Geode Capital Management, LLC | 244,622 | $16.0M | 0.00% | +859+0.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 212,065 | $13.8M | 4.81% | +43,437+25.8% | Added |
| Northern Trust Corp | 192,236 | $12.5M | 0.00% | −3,152−1.6% | Reduced |
| Bank of New York Mellon Corp | 169,563 | $11.1M | 0.00% | +3,567+2.1% | Added |
| JPMorgan Chase & Co | 164,530 | $10.7M | 0.00% | +70,878+75.7% | Added |
| Maltese Capital Management LLC | 154,300 | $10.1M | 2.39% | −13,963−8.3% | Reduced |
| Phocas Financial Corp. | 147,954 | $9.65M | 1.50% | +4,737+3.3% | Added |
| Goldman Sachs Group Inc | 144,094 | $9.40M | 0.00% | +51,430+55.5% | Added |
| Invesco Ltd. | 143,139 | $9.34M | 0.00% | −540.0% | Reduced |
| Royal Bank of Canada | 135,855 | $8.86M | 0.00% | +1,617+1.2% | Added |
| Renaissance Technologies LLC | 123,255 | $8.04M | 0.01% | −20,600−14.3% | Reduced |
| Morgan Stanley | 118,923 | $7.76M | 0.00% | −10,474−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 99,373 | $6.48M | 0.00% | +2,259+2.3% | Added |
| Principal Financial Group Inc | 88,290 | $5.76M | 0.00% | −7,511−7.8% | Reduced |
| EJF Capital LLC | 87,110 | $5.68M | 1.12% | −5,976−6.4% | Reduced |
| Ameriprise Financial Inc | 83,010 | $5.41M | 0.00% | −2,237−2.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 67,770 | $4.42M | 0.02% | −21,090−23.7% | Reduced |
| Putnam Investments LLC | 67,191 | $4.38M | 0.01% | −2,622−3.8% | Reduced |
| American Century Companies Inc | 59,009 | $3.85M | 0.00% | +16,304+38.2% | Added |
| Royce & Associates LP | 57,597 | $3.76M | 0.04% | −403−0.7% | Reduced |
| Rhumbline Advisers | 48,322 | $3.15M | 0.00% | +4,559+10.4% | Added |
| Aptus Capital Advisors, LLC | 46,643 | $3.04M | 0.10% | +2,562+5.8% | Added |
| Two Sigma Advisers, LP | 44,200 | $2.88M | 0.01% | −1,000−2.2% | Reduced |
| Premier Fund Managers Ltd | 43,400 | $2.85M | 0.21% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 42,987 | $2.80M | 0.02% | +609+1.4% | Added |
| Citadel Advisors LLC | 41,491 | $2.71M | 0.00% | +13,917+50.5% | Added |
| Eaton Vance Management | 41,246 | $2.69M | 0.00% | −190.0% | Reduced |
| AQR Capital Management LLC | 39,729 | $2.59M | 0.01% | +21,029+112.5% | Added |
| Two Sigma Investments, LP | 38,243 | $2.50M | 0.01% | −7,086−15.6% | Reduced |
| Avalon Investment & Advisory | 35,211 | $2.30M | 0.07% | −2,318−6.2% | Reduced |
| Swiss National Bank | 35,089 | $2.29M | 0.00% | +500+1.4% | Added |
| Legal & General Group Plc | 33,454 | $2.18M | 0.00% | +256+0.8% | Added |
| Bridgeway Capital Management, LLC | 31,000 | $2.02M | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 28,793 | $1.88M | 0.00% | −175−0.6% | Reduced |
| Acadian Asset Management LLC | 26,517 | $1.73M | 0.01% | −1,892−6.7% | Reduced |
| Massachusetts Financial Services Co | 25,450 | $1.66M | 0.00% | −232−0.9% | Reduced |
| Public Sector Pension Investment Board | 24,977 | $1.63M | 0.01% | −237−0.9% | Reduced |
| Federated Hermes, Inc. | 23,590 | $1.54M | 0.00% | +1,216+5.4% | Added |
| State of Tennessee, Treasury Department | 23,348 | $1.52M | 0.01% | +9,487+68.4% | Added |
| Zacks Investment Management | 19,014 | $1.24M | 0.02% | −559−2.9% | Reduced |
| Guggenheim Capital LLC | 18,776 | $1.23M | 0.01% | −5,521−22.7% | Reduced |
| Credit Suisse AG | 18,689 | $1.22M | 0.00% | +1,224+7.0% | Added |
| California State Teachers Retirement System | 17,985 | $1.17M | 0.00% | −247−1.4% | Reduced |
| Millennium Management LLC | 17,605 | $1.15M | 0.00% | −93,266−84.1% | Reduced |
| Bank of America Corp | 17,348 | $1.13M | 0.00% | −4,994−22.4% | Reduced |
| Alliancebernstein L.P. | 16,539 | $1.08M | 0.00% | +19+0.1% | Added |
| Cornercap Investment Counsel Inc | 15,790 | $1.03M | 0.19% | +136+0.9% | Added |
| Great West Life Assurance Co | 14,806 | $965.0K | 0.00% | +1,529+11.5% | Added |
| UBS Asset Management Americas Inc | 14,663 | $956.5K | 0.00% | −2,707−15.6% | Reduced |
| Price T Rowe Associates Inc | 14,146 | $923.0K | 0.00% | −1,037,652−98.7% | Reduced |
| Thrivent Financial for Lutherans | 14,086 | $919.0K | 0.00% | +709+5.3% | Added |
| Prudential Financial Inc | 13,777 | $907.0K | 0.00% | −203−1.5% | Reduced |
| New York State Teachers Retirement System | 13,565 | $885.0K | 0.00% | +600+4.6% | Added |
| Virginia Retirement Systems Et Al | 13,500 | $880.6K | 0.01% | +13,500 | New |
| Winton Group Ltd | 13,312 | $868.0K | 0.06% | +3,640+37.6% | Added |
| SEI Investments Co | 13,060 | $852.0K | 0.00% | −842−6.1% | Reduced |
| Dana Investment Advisors, Inc. | 12,847 | $838.0K | 0.05% | −494−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,415 | $810.0K | 0.01% | +30.0% | Added |
| Teacher Retirement System of Texas | 11,914 | $777.0K | 0.01% | +11,914 | New |
| Yousif Capital Management, LLC | 11,654 | $760.0K | 0.01% | −237−2.0% | Reduced |
| Quadrature Capital Ltd | 11,625 | $758.0K | 0.02% | +11,625 | New |
| Hillsdale Investment Management Inc. | 11,300 | $737.0K | 0.07% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 11,284 | $736.0K | 0.51% | +11,284 | New |
| Comerica Bank | 9,793 | $726.0K | 0.01% | −1,225−11.1% | Reduced |
| LSV Asset Management | 10,100 | $659.0K | 0.00% | −56,900−84.9% | Reduced |
| Texas Permanent School Fund | 9,807 | $640.0K | 0.01% | −34−0.3% | Reduced |
| Virtus Investment Advisers, Inc. | 9,585 | $625.0K | 0.29% | +9,585 | New |
| State of Alaska, Department of Revenue | 9,436 | $615.0K | 0.01% | −857−8.3% | Reduced |
| ClariVest Asset Management LLC | 9,100 | $593.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,617 | $562.0K | 0.00% | −335−3.7% | Reduced |
| Graham Capital Management, L.P. | 8,195 | $534.0K | 0.02% | +3,578+77.5% | Added |
| Victory Capital Management Inc | 7,552 | $493.0K | 0.00% | +781+11.5% | Added |
| BNP Paribas Arbitrage, SA | 7,530 | $491.2K | 0.00% | +2,232+42.1% | Added |
| MetLife Investment Management | 7,506 | $489.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,415 | $483.0K | 0.00% | −373−4.8% | Reduced |
| Squarepoint Ops LLC | 7,351 | $480.0K | 0.00% | −7,839−51.6% | Reduced |
| American International Group, Inc. | 7,305 | $477.0K | 0.00% | −116−1.6% | Reduced |
| Citigroup Inc | 7,161 | $466.0K | 0.00% | +467+7.0% | Added |
| Toth Financial Advisory Corp | 7,000 | $457.0K | 0.08% | +7,000 | New |
| Jump Financial, LLC | 6,900 | $450.0K | 0.02% | −700−9.2% | Reduced |
| HRT Financial LP | 6,880 | $448.0K | 0.00% | +6,880 | New |
| New York Life Investment Management LLC | 6,793 | $443.0K | 0.01% | +499+7.9% | Added |
| Louisiana State Employees Retirement System | 6,500 | $424.0K | 0.01% | −100−1.5% | Reduced |
| Gsa Capital Partners LLP | 6,340 | $414.0K | 0.05% | +6,340 | New |
| Amalgamated Bank | 6,163 | $402.0K | 0.00% | +27+0.4% | Added |
| Voya Investment Management LLC | 5,835 | $380.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,669 | $370.0K | 0.00% | −916−13.9% | Reduced |
| First Trust Advisors LP | 5,534 | $361.0K | 0.00% | −21,145−79.3% | Reduced |
| UBS Group AG | 5,526 | $361.0K | 0.00% | +5,414+4,833.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,435 | $355.0K | 0.02% | −171−3.1% | Reduced |