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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.

Q4 2022 vs. Q3 2022

How the institutions holding Preferred Bank changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PFBC: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1572177+22
Shares10.7M41.2K11.2M+485.7K (+4.5%)
Value$700.4M$2.69M$833.0M+$135.4M (+19.4%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Preferred Bank at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PFBC in Q4 2022
InstitutionSharesValue% of portfolio
Oberweis Asset Management Inc30,200$2.25M0.48%
Alpha DNA Investment Management LLC14,097$1.05M0.56%
D. E. Shaw & Co., Inc.14,094$1.05M0.00%
Aviva PLC13,650$1.02M0.01%
Jackson Creek Investment Advisors LLC11,842$884.0K0.39%
Qube Research & Technologies Ltd11,183$834.5K0.01%
Kennedy Capital Management, Inc.10,888$812.5K0.02%
Truist Financial Corp7,832$584.4K0.00%
AE Wealth Management LLC7,277$543.0K0.00%
Mach-1 Financial Group, Inc.7,277$543.0K0.25%
Versor Investments LP6,800$507.4K0.04%
Engineers Gate Manager LP6,509$485.7K0.03%
Maryland State Retirement & Pension System5,437$405.7K0.01%
TD Asset Management Inc5,400$402.9K0.00%
Marshall Wace, LLP5,150$384.3K0.00%
Raymond James & Associates3,968$296.1K0.00%
Janus Henderson Group PLC3,027$225.7K0.00%
Everence Capital Management Inc2,910$217.0K0.02%
Miller Howard Investments Inc2,885$215.3K0.01%
Globeflex Capital L P1,700$126.9K0.02%
Point72 Middle East FZE655$48.9K0.00%
Coppell Advisory Solutions LLC587$43.8K0.02%
Coppell Advisory Solutions Corp.587$43.8K0.02%
Macroview Investment Management LLC142$10.6K0.02%
Gladius Capital Management LP114$8.51K0.00%
Truvestments Capital LLC48$3.58K0.00%
Farther Finance Advisors, LLC24$1.79K0.00%
Accurate Wealth Management, LLC25$1.77K0.00%
Advisory Services Network, LLC11$8210.00%

Sold out (7)

Institutions that held Preferred Bank at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PFBC in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Bridgeway Capital Management, LLC31,000$2.02M
LSV Asset Management10,100$659.0K
Gsa Capital Partners LLP6,340$414.0K
Tudor Investment Corp Et Al3,349$218.0K
Point72 Hong Kong Ltd845$55.0K
Macquarie Group Ltd0$11.0K
Meeder Asset Management Inc27$2.00K

Not filed for Q4 2022 yet (2)

Institutions that held Preferred Bank at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management41,246$2.69M
Wipfli Financial Advisors LLC,2$0