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, Q4 2022
Institutional positions in Preferred Bank as of Dec 31, 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
- 177
- +22 vs. Q3 2022
- Shares held
- 11.2M
- +485.7K (+4.5%) vs. Q3 2022
- Total value
- $833.0M
- +$135.4M (+19.4%) vs. Q3 2022
- New holders
- 29
- 59 more added
- Sold out
- 7
- 61 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,396,085 | $104.2M | 0.00% | −5,363−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,042,815 | $77.8M | 0.06% | −717−0.1% | Reduced |
| FMR LLC | 880,879 | $65.7M | 0.01% | −8,152−0.9% | Reduced |
| Vanguard Group Inc | 864,347 | $64.5M | 0.00% | −56,990−6.2% | Reduced |
| Dimensional Fund Advisors LP | 609,350 | $45.5M | 0.02% | +716+0.1% | Added |
| State Street Corp | 513,363 | $38.3M | 0.00% | −40,299−7.3% | Reduced |
| Boston Partners | 497,683 | $36.9M | 0.05% | +197,401+65.7% | Added |
| Nuveen Asset Management, LLC | 458,445 | $34.2M | 0.01% | −55,575−10.8% | Reduced |
| HSBC Holdings PLC | 289,926 | $21.7M | 0.03% | +7,987+2.8% | Added |
| Stieven Capital Advisors, L.P. | 285,387 | $21.3M | 3.83% | −24,110−7.8% | Reduced |
| Millennium Management LLC | 266,322 | $19.9M | 0.02% | +248,717+1,412.8% | Added |
| Geode Capital Management, LLC | 252,184 | $18.8M | 0.00% | +7,562+3.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 199,608 | $14.9M | 4.76% | −12,457−5.9% | Reduced |
| Northern Trust Corp | 194,776 | $14.5M | 0.00% | +2,540+1.3% | Added |
| Morgan Stanley | 166,741 | $12.4M | 0.00% | +47,818+40.2% | Added |
| JPMorgan Chase & Co | 162,120 | $12.1M | 0.00% | −2,410−1.5% | Reduced |
| Bank of New York Mellon Corp | 153,152 | $11.4M | 0.00% | −16,411−9.7% | Reduced |
| Phocas Financial Corp. | 147,748 | $11.0M | 1.59% | −206−0.1% | Reduced |
| Renaissance Technologies LLC | 140,855 | $10.5M | 0.01% | +17,600+14.3% | Added |
| Invesco Ltd. | 138,725 | $10.4M | 0.00% | −4,414−3.1% | Reduced |
| Goldman Sachs Group Inc | 136,407 | $10.2M | 0.00% | −7,687−5.3% | Reduced |
| Royal Bank of Canada | 132,663 | $9.90M | 0.00% | −3,192−2.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 130,400 | $9.73M | 0.04% | +62,630+92.4% | Added |
| Maltese Capital Management LLC | 123,400 | $9.21M | 2.56% | −30,900−20.0% | Reduced |
| Charles Schwab Investment Management Inc | 99,585 | $7.43M | 0.00% | +212+0.2% | Added |
| American Century Companies Inc | 87,324 | $6.52M | 0.01% | +28,315+48.0% | Added |
| Ameriprise Financial Inc | 86,367 | $6.45M | 0.00% | +3,357+4.0% | Added |
| Principal Financial Group Inc | 85,851 | $6.41M | 0.00% | −2,439−2.8% | Reduced |
| Two Sigma Investments, LP | 67,334 | $5.02M | 0.02% | +29,091+76.1% | Added |
| Two Sigma Advisers, LP | 61,800 | $4.61M | 0.01% | +17,600+39.8% | Added |
| Citadel Advisors LLC | 52,813 | $3.94M | 0.00% | +11,322+27.3% | Added |
| Rhumbline Advisers | 52,461 | $3.92M | 0.01% | +4,139+8.6% | Added |
| Aptus Capital Advisors, LLC | 52,161 | $3.89M | 0.13% | +5,518+11.8% | Added |
| Jacobs Levy Equity Management, Inc | 46,269 | $3.45M | 0.02% | +3,282+7.6% | Added |
| Premier Fund Managers Ltd | 43,400 | $3.27M | 0.13% | 00.0% | Unchanged |
| Royce & Associates LP | 38,114 | $2.84M | 0.03% | −19,483−33.8% | Reduced |
| Swiss National Bank | 35,089 | $2.62M | 0.00% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 34,895 | $2.60M | 0.07% | −316−0.9% | Reduced |
| EJF Capital LLC | 33,362 | $2.49M | 0.78% | −53,748−61.7% | Reduced |
| Legal & General Group Plc | 33,353 | $2.49M | 0.00% | −101−0.3% | Reduced |
| AQR Capital Management LLC | 32,912 | $2.46M | 0.01% | −6,817−17.2% | Reduced |
| Cubist Systematic Strategies, LLC | 32,076 | $2.39M | 0.02% | +27,303+572.0% | Added |
| Oberweis Asset Management Inc | 30,200 | $2.25M | 0.48% | +30,200 | New |
| New York State Common Retirement Fund | 28,810 | $2.15M | 0.00% | +17+0.1% | Added |
| Massachusetts Financial Services Co | 25,999 | $1.94M | 0.00% | +549+2.2% | Added |
| Public Sector Pension Investment Board | 24,030 | $1.79M | 0.01% | −947−3.8% | Reduced |
| Federated Hermes, Inc. | 23,733 | $1.77M | 0.00% | +143+0.6% | Added |
| Bank of America Corp | 22,932 | $1.71M | 0.00% | +5,584+32.2% | Added |
| State of Tennessee, Treasury Department | 22,413 | $1.67M | 0.01% | −935−4.0% | Reduced |
| Credit Suisse AG | 20,833 | $1.55M | 0.00% | +2,144+11.5% | Added |
| Zacks Investment Management | 19,485 | $1.45M | 0.02% | +471+2.5% | Added |
| Acadian Asset Management LLC | 18,745 | $1.40M | 0.01% | −7,772−29.3% | Reduced |
| California State Teachers Retirement System | 18,019 | $1.34M | 0.00% | +34+0.2% | Added |
| Guggenheim Capital LLC | 17,859 | $1.33M | 0.01% | −917−4.9% | Reduced |
| Jane Street Group, LLC | 17,693 | $1.32M | 0.00% | +12,625+249.1% | Added |
| Quadrature Capital Ltd | 16,615 | $1.24M | 0.04% | +4,990+42.9% | Added |
| Alliancebernstein L.P. | 16,490 | $1.23M | 0.00% | −49−0.3% | Reduced |
| Virginia Retirement Systems Et Al | 16,100 | $1.20M | 0.01% | +2,600+19.3% | Added |
| Cornercap Investment Counsel Inc | 15,942 | $1.19M | 0.21% | +152+1.0% | Added |
| SEI Investments Co | 14,474 | $1.08M | 0.00% | +1,414+10.8% | Added |
| Squarepoint Ops LLC | 14,304 | $1.07M | 0.01% | +6,953+94.6% | Added |
| Price T Rowe Associates Inc | 14,215 | $1.06M | 0.00% | +69+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,136 | $1.05M | 0.01% | +1,721+13.9% | Added |
| Alpha DNA Investment Management LLC | 14,097 | $1.05M | 0.56% | +14,097 | New |
| D. E. Shaw & Co., Inc. | 14,094 | $1.05M | 0.00% | +14,094 | New |
| Winton Group Ltd | 13,690 | $1.02M | 0.07% | +378+2.8% | Added |
| Great West Life Assurance Co | 13,690 | $1.02M | 0.00% | −1,116−7.5% | Reduced |
| Aviva PLC | 13,650 | $1.02M | 0.01% | +13,650 | New |
| New York State Teachers Retirement System | 13,563 | $1.01M | 0.00% | −20.0% | Reduced |
| Thrivent Financial for Lutherans | 13,549 | $1.01M | 0.00% | −537−3.8% | Reduced |
| Teacher Retirement System of Texas | 13,373 | $998.0K | 0.01% | +1,459+12.2% | Added |
| Prudential Financial Inc | 13,269 | $990.1K | 0.00% | −508−3.7% | Reduced |
| Dana Investment Advisors, Inc. | 12,951 | $966.4K | 0.05% | +104+0.8% | Added |
| UBS Asset Management Americas Inc | 12,106 | $903.3K | 0.00% | −2,557−17.4% | Reduced |
| First Trust Advisors LP | 11,876 | $886.2K | 0.00% | +6,342+114.6% | Added |
| Jackson Creek Investment Advisors LLC | 11,842 | $884.0K | 0.39% | +11,842 | New |
| SummerHaven Investment Management, LLC | 11,435 | $853.3K | 0.51% | +151+1.3% | Added |
| Hillsdale Investment Management Inc. | 11,300 | $843.2K | 0.07% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11,300 | $843.0K | 0.04% | +2,200+24.2% | Added |
| Qube Research & Technologies Ltd | 11,183 | $834.5K | 0.01% | +11,183 | New |
| Graham Capital Management, L.P. | 11,126 | $830.2K | 0.03% | +2,931+35.8% | Added |
| Kennedy Capital Management, Inc. | 10,888 | $812.5K | 0.02% | +10,888 | New |
| HRT Financial LP | 10,893 | $812.0K | 0.01% | +4,013+58.3% | Added |
| Jump Financial, LLC | 10,579 | $789.4K | 0.04% | +3,679+53.3% | Added |
| Toth Financial Advisory Corp | 10,325 | $770.5K | 0.12% | +3,325+47.5% | Added |
| Citigroup Inc | 10,071 | $751.5K | 0.00% | +2,910+40.6% | Added |
| Victory Capital Management Inc | 10,029 | $748.4K | 0.00% | +2,477+32.8% | Added |
| Susquehanna International Group, LLP | 9,948 | $742.3K | 0.00% | +5,090+104.8% | Added |
| Virtus Investment Advisers, Inc. | 9,585 | $715.2K | 0.48% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,198 | $686.0K | 0.01% | −238−2.5% | Reduced |
| Texas Permanent School Fund | 8,880 | $663.0K | 0.01% | −927−9.5% | Reduced |
| Yousif Capital Management, LLC | 8,604 | $642.0K | 0.01% | −3,050−26.2% | Reduced |
| Barclays PLC | 8,559 | $638.7K | 0.00% | +3,554+71.0% | Added |
| Envestnet Asset Management Inc | 8,524 | $636.1K | 0.00% | −93−1.1% | Reduced |
| Truist Financial Corp | 7,832 | $584.4K | 0.00% | +7,832 | New |
| New York Life Investment Management LLC | 7,657 | $571.4K | 0.01% | +864+12.7% | Added |
| AE Wealth Management LLC | 7,277 | $543.0K | 0.00% | +7,277 | New |
| Mach-1 Financial Group, Inc. | 7,277 | $543.0K | 0.25% | +7,277 | New |
| American International Group, Inc. | 7,218 | $538.6K | 0.00% | −87−1.2% | Reduced |
| MetLife Investment Management | 7,199 | $537.2K | 0.00% | −307−4.1% | Reduced |