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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $672 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11 | $821 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11 | $821 | 0.00% | +11 | New |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Lindbrook Capital, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 25 | $1.77K | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 24 | $1.79K | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 24 | $2.00K | 0.00% | −26−52.0% | Reduced |
| First Horizon Advisors, Inc. | 43 | $3.21K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 48 | $3.58K | 0.00% | +48 | New |
| Rockefeller Capital Management L.P. | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 68 | $5.00K | 0.00% | +1+1.5% | Added |
| Raleigh Capital Management Inc. | 72 | $5.38K | 0.00% | +36+100.0% | Added |
| EverSource Wealth Advisors, LLC | 75 | $5.60K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $7.09K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 114 | $8.51K | 0.00% | +114 | New |
| Macroview Investment Management LLC | 142 | $10.6K | 0.02% | +142 | New |
| Umb Bank N A | 172 | $13.0K | 0.00% | −10−5.5% | Reduced |
| Quadrant Capital Group LLC | 296 | $22.1K | 0.00% | +22+8.0% | Added |
| Huntington National Bank | 304 | $22.7K | 0.00% | −26−7.9% | Reduced |
| Parkside Financial Bank & Trust | 496 | $37.0K | 0.01% | +159+47.2% | Added |
| US Bancorp | 535 | $39.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 587 | $43.8K | 0.02% | +587 | New |
| Coppell Advisory Solutions Corp. | 587 | $43.8K | 0.02% | +587 | New |
| Financial Management Professionals, Inc. | 642 | $48.0K | 0.01% | −7−1.1% | Reduced |
| Point72 Middle East FZE | 655 | $48.9K | 0.00% | +655 | New |
| Lazard Asset Management LLC | 669 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 819 | $61.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 854 | $63.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 866 | $64.6K | 0.00% | −534−38.1% | Reduced |
| KBC Group NV | 986 | $74.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,008 | $75.0K | 0.00% | −733−42.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $75.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,457 | $109.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,650 | $123.1K | 0.00% | −1−0.1% | Reduced |
| Globeflex Capital L P | 1,700 | $126.9K | 0.02% | +1,700 | New |
| Advisor Group Holdings, Inc. | 1,720 | $128.4K | 0.00% | −58−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $147.9K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,736 | $204.2K | 0.00% | −1,359−33.2% | Reduced |
| Mutual of America Capital Management LLC | 2,768 | $206.5K | 0.00% | +57+2.1% | Added |
| Miller Howard Investments Inc | 2,885 | $215.3K | 0.01% | +2,885 | New |
| Everence Capital Management Inc | 2,910 | $217.0K | 0.02% | +2,910 | New |
| Janus Henderson Group PLC | 3,027 | $225.7K | 0.00% | +3,027 | New |
| Stifel Financial Corp | 3,106 | $231.8K | 0.00% | −86−2.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,156 | $235.5K | 0.03% | −536−14.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,433 | $256.2K | 0.00% | −4,097−54.4% | Reduced |
| Capital Impact Advisors, LLC | 3,723 | $277.8K | 0.27% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,936 | $293.7K | 0.00% | −512−11.5% | Reduced |
| Raymond James & Associates | 3,968 | $296.1K | 0.00% | +3,968 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $298.5K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,127 | $308.0K | 0.00% | +105+2.6% | Added |
| Oregon Public Employees Retirement Fund | 4,396 | $328.0K | 0.00% | −69−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,546 | $339.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,681 | $349.3K | 0.00% | −19−0.4% | Reduced |
| Pitcairn Co | 4,741 | $353.8K | 0.04% | −35−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 5,110 | $381.3K | 0.00% | −211−4.0% | Reduced |
| Russell Investments Group, Ltd. | 5,110 | $381.3K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,150 | $384.3K | 0.00% | +5,150 | New |
| UBS Group AG | 5,156 | $384.7K | 0.00% | −370−6.7% | Reduced |
| PDT Partners, LLC | 5,280 | $394.0K | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,348 | $399.0K | 0.02% | −87−1.6% | Reduced |
| Intrust Bank NA | 5,394 | $402.5K | 0.06% | +1,317+32.3% | Added |
| TD Asset Management Inc | 5,400 | $402.9K | 0.00% | +5,400 | New |
| Maryland State Retirement & Pension System | 5,437 | $405.7K | 0.01% | +5,437 | New |
| Deutsche Bank AG | 5,757 | $429.6K | 0.00% | +88+1.6% | Added |
| Voya Investment Management LLC | 5,835 | $435.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,029 | $450.0K | 0.00% | −134−2.2% | Reduced |
| Louisiana State Employees Retirement System | 6,300 | $470.0K | 0.01% | −200−3.1% | Reduced |
| Engineers Gate Manager LP | 6,509 | $485.7K | 0.03% | +6,509 | New |
| Versor Investments LP | 6,800 | $507.4K | 0.04% | +6,800 | New |
| Putnam Investments LLC | 6,813 | $508.4K | 0.00% | −60,378−89.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,829 | $509.6K | 0.00% | −586−7.9% | Reduced |
| Comerica Bank | 7,348 | $533.0K | 0.00% | −2,445−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 7,150 | $533.5K | 0.00% | +3,550+98.6% | Added |
| MetLife Investment Management | 7,199 | $537.2K | 0.00% | −307−4.1% | Reduced |
| American International Group, Inc. | 7,218 | $538.6K | 0.00% | −87−1.2% | Reduced |
| Mach-1 Financial Group, Inc. | 7,277 | $543.0K | 0.25% | +7,277 | New |
| AE Wealth Management LLC | 7,277 | $543.0K | 0.00% | +7,277 | New |
| New York Life Investment Management LLC | 7,657 | $571.4K | 0.01% | +864+12.7% | Added |
| Truist Financial Corp | 7,832 | $584.4K | 0.00% | +7,832 | New |
| Envestnet Asset Management Inc | 8,524 | $636.1K | 0.00% | −93−1.1% | Reduced |
| Barclays PLC | 8,559 | $638.7K | 0.00% | +3,554+71.0% | Added |
| Yousif Capital Management, LLC | 8,604 | $642.0K | 0.01% | −3,050−26.2% | Reduced |
| Texas Permanent School Fund | 8,880 | $663.0K | 0.01% | −927−9.5% | Reduced |
| State of Alaska, Department of Revenue | 9,198 | $686.0K | 0.01% | −238−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 9,585 | $715.2K | 0.48% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,948 | $742.3K | 0.00% | +5,090+104.8% | Added |
| Victory Capital Management Inc | 10,029 | $748.4K | 0.00% | +2,477+32.8% | Added |
| Citigroup Inc | 10,071 | $751.5K | 0.00% | +2,910+40.6% | Added |
| Toth Financial Advisory Corp | 10,325 | $770.5K | 0.12% | +3,325+47.5% | Added |
| Jump Financial, LLC | 10,579 | $789.4K | 0.04% | +3,679+53.3% | Added |
| HRT Financial LP | 10,893 | $812.0K | 0.01% | +4,013+58.3% | Added |
| Kennedy Capital Management, Inc. | 10,888 | $812.5K | 0.02% | +10,888 | New |
| Graham Capital Management, L.P. | 11,126 | $830.2K | 0.03% | +2,931+35.8% | Added |
| Qube Research & Technologies Ltd | 11,183 | $834.5K | 0.01% | +11,183 | New |
| ClariVest Asset Management LLC | 11,300 | $843.0K | 0.04% | +2,200+24.2% | Added |
| Hillsdale Investment Management Inc. | 11,300 | $843.2K | 0.07% | 00.0% | Unchanged |