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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 5,321 | $347.1K | 0.00% | −153−2.8% | Reduced |
| PDT Partners, LLC | 5,280 | $344.0K | 0.05% | +5,280 | New |
| Russell Investments Group, Ltd. | 5,110 | $333.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,068 | $331.0K | 0.00% | −5,709−53.0% | Reduced |
| Barclays PLC | 5,005 | $327.0K | 0.00% | −1,456−22.5% | Reduced |
| Susquehanna International Group, LLP | 4,858 | $317.0K | 0.00% | +4,858 | New |
| Pitcairn Co | 4,776 | $312.0K | 0.03% | +93+2.0% | Added |
| Cubist Systematic Strategies, LLC | 4,773 | $311.0K | 0.00% | −14,605−75.4% | Reduced |
| Alps Advisors Inc | 4,700 | $307.0K | 0.00% | +4,700 | New |
| Teachers Retirement System of the State of Kentucky | 4,546 | $296.0K | 0.00% | +4,546 | New |
| Oregon Public Employees Retirement Fund | 4,465 | $291.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,448 | $289.0K | 0.00% | −926−17.2% | Reduced |
| Capital Impact Advisors, LLC | 3,723 | $276.0K | 0.27% | −1,484−28.5% | Reduced |
| Rafferty Asset Management, LLC | 4,095 | $267.0K | 0.00% | −221−5.1% | Reduced |
| Intrust Bank NA | 4,077 | $266.0K | 0.04% | −886−17.9% | Reduced |
| Arizona State Retirement System | 4,022 | $262.0K | 0.00% | +44+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $261.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,692 | $241.0K | 0.03% | −58−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,600 | $235.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,349 | $218.0K | 0.01% | +3,349 | New |
| Stifel Financial Corp | 3,192 | $208.0K | 0.00% | +27+0.9% | Added |
| Mutual of America Capital Management LLC | 2,711 | $177.0K | 0.00% | +424+18.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $129.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,778 | $117.0K | 0.00% | +111+6.7% | Added |
| Tower Research Capital LLC (TRC) | 1,741 | $114.0K | 0.00% | +418+31.6% | Added |
| The PNC Financial Services Group, Inc. | 1,651 | $107.0K | 0.00% | +45+2.8% | Added |
| Vestcor Inc | 1,457 | $95.0K | 0.00% | −757−34.2% | Reduced |
| Quantbot Technologies LP | 1,400 | $91.0K | 0.01% | −2,926−67.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $70.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 986 | $64.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 854 | $55.7K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 845 | $55.0K | 0.00% | +830+5,533.3% | Added |
| Nisa Investment Advisors, LLC | 819 | $54.0K | 0.00% | +19+2.4% | Added |
| Lazard Asset Management LLC | 669 | $43.0K | 0.00% | +240+55.9% | Added |
| Financial Management Professionals, Inc. | 649 | $42.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 535 | $35.0K | 0.00% | −1−0.2% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 274 | $18.0K | 0.00% | +254+1,270.0% | Added |
| Umb Bank N A | 182 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $11.0K | 0.00% | −15,066−100.0% | Reduced |
| STRS Ohio | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 67 | $4.00K | 0.00% | +26+63.4% | Added |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 1 | $65 | 0.00% | −6−85.7% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% | +2 | New |
| 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 |