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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 15,790 | $1.03M | 0.19% | +136+0.9% | Added |
| Alliancebernstein L.P. | 16,539 | $1.08M | 0.00% | +19+0.1% | Added |
| Bank of America Corp | 17,348 | $1.13M | 0.00% | −4,994−22.4% | Reduced |
| Millennium Management LLC | 17,605 | $1.15M | 0.00% | −93,266−84.1% | Reduced |
| California State Teachers Retirement System | 17,985 | $1.17M | 0.00% | −247−1.4% | Reduced |
| Credit Suisse AG | 18,689 | $1.22M | 0.00% | +1,224+7.0% | Added |
| Guggenheim Capital LLC | 18,776 | $1.23M | 0.01% | −5,521−22.7% | Reduced |
| Zacks Investment Management | 19,014 | $1.24M | 0.02% | −559−2.9% | Reduced |
| State of Tennessee, Treasury Department | 23,348 | $1.52M | 0.01% | +9,487+68.4% | Added |
| Federated Hermes, Inc. | 23,590 | $1.54M | 0.00% | +1,216+5.4% | Added |
| Public Sector Pension Investment Board | 24,977 | $1.63M | 0.01% | −237−0.9% | Reduced |
| Massachusetts Financial Services Co | 25,450 | $1.66M | 0.00% | −232−0.9% | Reduced |
| Acadian Asset Management LLC | 26,517 | $1.73M | 0.01% | −1,892−6.7% | Reduced |
| New York State Common Retirement Fund | 28,793 | $1.88M | 0.00% | −175−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 31,000 | $2.02M | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 33,454 | $2.18M | 0.00% | +256+0.8% | Added |
| Swiss National Bank | 35,089 | $2.29M | 0.00% | +500+1.4% | Added |
| Avalon Investment & Advisory | 35,211 | $2.30M | 0.07% | −2,318−6.2% | Reduced |
| Two Sigma Investments, LP | 38,243 | $2.50M | 0.01% | −7,086−15.6% | Reduced |
| AQR Capital Management LLC | 39,729 | $2.59M | 0.01% | +21,029+112.5% | Added |
| Eaton Vance Management | 41,246 | $2.69M | 0.00% | −190.0% | Reduced |
| Citadel Advisors LLC | 41,491 | $2.71M | 0.00% | +13,917+50.5% | Added |
| Jacobs Levy Equity Management, Inc | 42,987 | $2.80M | 0.02% | +609+1.4% | Added |
| Premier Fund Managers Ltd | 43,400 | $2.85M | 0.21% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 44,200 | $2.88M | 0.01% | −1,000−2.2% | Reduced |
| Aptus Capital Advisors, LLC | 46,643 | $3.04M | 0.10% | +2,562+5.8% | Added |
| Rhumbline Advisers | 48,322 | $3.15M | 0.00% | +4,559+10.4% | Added |
| Royce & Associates LP | 57,597 | $3.76M | 0.04% | −403−0.7% | Reduced |
| American Century Companies Inc | 59,009 | $3.85M | 0.00% | +16,304+38.2% | Added |
| Putnam Investments LLC | 67,191 | $4.38M | 0.01% | −2,622−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 67,770 | $4.42M | 0.02% | −21,090−23.7% | Reduced |
| Ameriprise Financial Inc | 83,010 | $5.41M | 0.00% | −2,237−2.6% | Reduced |
| EJF Capital LLC | 87,110 | $5.68M | 1.12% | −5,976−6.4% | Reduced |
| Principal Financial Group Inc | 88,290 | $5.76M | 0.00% | −7,511−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 99,373 | $6.48M | 0.00% | +2,259+2.3% | Added |
| Morgan Stanley | 118,923 | $7.76M | 0.00% | −10,474−8.1% | Reduced |
| Renaissance Technologies LLC | 123,255 | $8.04M | 0.01% | −20,600−14.3% | Reduced |
| Royal Bank of Canada | 135,855 | $8.86M | 0.00% | +1,617+1.2% | Added |
| Invesco Ltd. | 143,139 | $9.34M | 0.00% | −540.0% | Reduced |
| Goldman Sachs Group Inc | 144,094 | $9.40M | 0.00% | +51,430+55.5% | Added |
| Phocas Financial Corp. | 147,954 | $9.65M | 1.50% | +4,737+3.3% | Added |
| Maltese Capital Management LLC | 154,300 | $10.1M | 2.39% | −13,963−8.3% | Reduced |
| JPMorgan Chase & Co | 164,530 | $10.7M | 0.00% | +70,878+75.7% | Added |
| Bank of New York Mellon Corp | 169,563 | $11.1M | 0.00% | +3,567+2.1% | Added |
| Northern Trust Corp | 192,236 | $12.5M | 0.00% | −3,152−1.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 212,065 | $13.8M | 4.81% | +43,437+25.8% | Added |
| Geode Capital Management, LLC | 244,622 | $16.0M | 0.00% | +859+0.4% | Added |
| HSBC Holdings PLC | 281,939 | $18.8M | 0.03% | +541+0.2% | Added |
| Boston Partners | 300,282 | $20.1M | 0.03% | +13,467+4.7% | Added |
| Stieven Capital Advisors, L.P. | 309,497 | $20.2M | 3.31% | −200−0.1% | Reduced |
| Nuveen Asset Management, LLC | 514,020 | $33.5M | 0.01% | −19,961−3.7% | Reduced |
| State Street Corp | 553,662 | $36.1M | 0.00% | −2,287−0.4% | Reduced |
| Dimensional Fund Advisors LP | 608,634 | $39.7M | 0.02% | −1,084−0.2% | Reduced |
| FMR LLC | 889,031 | $58.0M | 0.01% | −72,164−7.5% | Reduced |
| Vanguard Group Inc | 921,337 | $60.1M | 0.00% | +16,033+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,043,532 | $68.1M | 0.05% | +1,043,532 | New |
| BlackRock Inc. | 1,401,448 | $91.4M | 0.00% | −41,558−2.9% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −70,099−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −22,757−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −20,252−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,641−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −9,655−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,523−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |