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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 1 | $65 | 0.00% | −6−85.7% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $1.00K | 0.00% | −132−93.6% | Reduced |
| Fifth Third Bancorp | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | −1−4.8% | Reduced |
| Meeder Asset Management Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 58 | $3.00K | 0.00% | +2+3.6% | Added |
| CWM, LLC | 67 | $4.00K | 0.00% | +26+63.4% | Added |
| 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% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $11.0K | 0.00% | −15,066−100.0% | Reduced |
| Umb Bank N A | 182 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 274 | $18.0K | 0.00% | +254+1,270.0% | Added |
| Huntington National Bank | 330 | $22.0K | 0.00% | −1−0.3% | Reduced |
| Parkside Financial Bank & Trust | 337 | $22.0K | 0.01% | +3+0.9% | Added |
| US Bancorp | 535 | $35.0K | 0.00% | −1−0.2% | Reduced |
| Financial Management Professionals, Inc. | 649 | $42.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 669 | $43.0K | 0.00% | +240+55.9% | Added |
| Nisa Investment Advisors, LLC | 819 | $54.0K | 0.00% | +19+2.4% | Added |
| Point72 Hong Kong Ltd | 845 | $55.0K | 0.00% | +830+5,533.3% | Added |
| Metropolitan Life Insurance Co | 854 | $55.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 986 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,081 | $70.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,400 | $91.0K | 0.01% | −2,926−67.6% | Reduced |
| Vestcor Inc | 1,457 | $95.0K | 0.00% | −757−34.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,651 | $107.0K | 0.00% | +45+2.8% | Added |
| Tower Research Capital LLC (TRC) | 1,741 | $114.0K | 0.00% | +418+31.6% | Added |
| Advisor Group Holdings, Inc. | 1,778 | $117.0K | 0.00% | +111+6.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $129.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,711 | $177.0K | 0.00% | +424+18.5% | Added |
| Stifel Financial Corp | 3,192 | $208.0K | 0.00% | +27+0.9% | Added |
| Tudor Investment Corp Et Al | 3,349 | $218.0K | 0.01% | +3,349 | New |
| Ensign Peak Advisors, Inc | 3,600 | $235.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,692 | $241.0K | 0.03% | −58−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $261.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,022 | $262.0K | 0.00% | +44+1.1% | Added |
| Intrust Bank NA | 4,077 | $266.0K | 0.04% | −886−17.9% | Reduced |
| Rafferty Asset Management, LLC | 4,095 | $267.0K | 0.00% | −221−5.1% | Reduced |
| Capital Impact Advisors, LLC | 3,723 | $276.0K | 0.27% | −1,484−28.5% | Reduced |
| Wells Fargo & Company | 4,448 | $289.0K | 0.00% | −926−17.2% | Reduced |
| Oregon Public Employees Retirement Fund | 4,465 | $291.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,546 | $296.0K | 0.00% | +4,546 | New |
| Alps Advisors Inc | 4,700 | $307.0K | 0.00% | +4,700 | New |
| Cubist Systematic Strategies, LLC | 4,773 | $311.0K | 0.00% | −14,605−75.4% | Reduced |
| Pitcairn Co | 4,776 | $312.0K | 0.03% | +93+2.0% | Added |
| Susquehanna International Group, LLP | 4,858 | $317.0K | 0.00% | +4,858 | New |
| Barclays PLC | 5,005 | $327.0K | 0.00% | −1,456−22.5% | Reduced |
| Jane Street Group, LLC | 5,068 | $331.0K | 0.00% | −5,709−53.0% | Reduced |
| Russell Investments Group, Ltd. | 5,110 | $333.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,280 | $344.0K | 0.05% | +5,280 | New |
| Manufacturers Life Insurance Company, The | 5,321 | $347.1K | 0.00% | −153−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,435 | $355.0K | 0.02% | −171−3.1% | 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 |
| Deutsche Bank AG | 5,669 | $370.0K | 0.00% | −916−13.9% | Reduced |
| Voya Investment Management LLC | 5,835 | $380.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,163 | $402.0K | 0.00% | +27+0.4% | Added |
| Gsa Capital Partners LLP | 6,340 | $414.0K | 0.05% | +6,340 | New |
| Louisiana State Employees Retirement System | 6,500 | $424.0K | 0.01% | −100−1.5% | Reduced |
| New York Life Investment Management LLC | 6,793 | $443.0K | 0.01% | +499+7.9% | Added |
| HRT Financial LP | 6,880 | $448.0K | 0.00% | +6,880 | New |
| Jump Financial, LLC | 6,900 | $450.0K | 0.02% | −700−9.2% | Reduced |
| Toth Financial Advisory Corp | 7,000 | $457.0K | 0.08% | +7,000 | New |
| Citigroup Inc | 7,161 | $466.0K | 0.00% | +467+7.0% | Added |
| American International Group, Inc. | 7,305 | $477.0K | 0.00% | −116−1.6% | Reduced |
| Squarepoint Ops LLC | 7,351 | $480.0K | 0.00% | −7,839−51.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,415 | $483.0K | 0.00% | −373−4.8% | Reduced |
| MetLife Investment Management | 7,506 | $489.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,530 | $491.2K | 0.00% | +2,232+42.1% | Added |
| Victory Capital Management Inc | 7,552 | $493.0K | 0.00% | +781+11.5% | Added |
| Graham Capital Management, L.P. | 8,195 | $534.0K | 0.02% | +3,578+77.5% | Added |
| Envestnet Asset Management Inc | 8,617 | $562.0K | 0.00% | −335−3.7% | Reduced |
| ClariVest Asset Management LLC | 9,100 | $593.0K | 0.03% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,436 | $615.0K | 0.01% | −857−8.3% | Reduced |
| Virtus Investment Advisers, Inc. | 9,585 | $625.0K | 0.29% | +9,585 | New |
| Texas Permanent School Fund | 9,807 | $640.0K | 0.01% | −34−0.3% | Reduced |
| LSV Asset Management | 10,100 | $659.0K | 0.00% | −56,900−84.9% | Reduced |
| Comerica Bank | 9,793 | $726.0K | 0.01% | −1,225−11.1% | Reduced |
| SummerHaven Investment Management, LLC | 11,284 | $736.0K | 0.51% | +11,284 | New |
| Hillsdale Investment Management Inc. | 11,300 | $737.0K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,625 | $758.0K | 0.02% | +11,625 | New |
| Yousif Capital Management, LLC | 11,654 | $760.0K | 0.01% | −237−2.0% | Reduced |
| Teacher Retirement System of Texas | 11,914 | $777.0K | 0.01% | +11,914 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,415 | $810.0K | 0.01% | +30.0% | Added |
| Dana Investment Advisors, Inc. | 12,847 | $838.0K | 0.05% | −494−3.7% | Reduced |
| SEI Investments Co | 13,060 | $852.0K | 0.00% | −842−6.1% | Reduced |
| Winton Group Ltd | 13,312 | $868.0K | 0.06% | +3,640+37.6% | Added |
| Virginia Retirement Systems Et Al | 13,500 | $880.6K | 0.01% | +13,500 | New |
| New York State Teachers Retirement System | 13,565 | $885.0K | 0.00% | +600+4.6% | Added |
| Prudential Financial Inc | 13,777 | $907.0K | 0.00% | −203−1.5% | Reduced |
| Thrivent Financial for Lutherans | 14,086 | $919.0K | 0.00% | +709+5.3% | Added |
| Price T Rowe Associates Inc | 14,146 | $923.0K | 0.00% | −1,037,652−98.7% | Reduced |
| UBS Asset Management Americas Inc | 14,663 | $956.5K | 0.00% | −2,707−15.6% | Reduced |
| Great West Life Assurance Co | 14,806 | $965.0K | 0.00% | +1,529+11.5% | Added |