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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 11,435 | $853.3K | 0.51% | +151+1.3% | Added |
| Jackson Creek Investment Advisors LLC | 11,842 | $884.0K | 0.39% | +11,842 | New |
| First Trust Advisors LP | 11,876 | $886.2K | 0.00% | +6,342+114.6% | Added |
| UBS Asset Management Americas Inc | 12,106 | $903.3K | 0.00% | −2,557−17.4% | Reduced |
| Dana Investment Advisors, Inc. | 12,951 | $966.4K | 0.05% | +104+0.8% | Added |
| Prudential Financial Inc | 13,269 | $990.1K | 0.00% | −508−3.7% | Reduced |
| Teacher Retirement System of Texas | 13,373 | $998.0K | 0.01% | +1,459+12.2% | Added |
| Thrivent Financial for Lutherans | 13,549 | $1.01M | 0.00% | −537−3.8% | Reduced |
| New York State Teachers Retirement System | 13,563 | $1.01M | 0.00% | −20.0% | Reduced |
| Aviva PLC | 13,650 | $1.02M | 0.01% | +13,650 | New |
| Great West Life Assurance Co | 13,690 | $1.02M | 0.00% | −1,116−7.5% | Reduced |
| Winton Group Ltd | 13,690 | $1.02M | 0.07% | +378+2.8% | Added |
| D. E. Shaw & Co., Inc. | 14,094 | $1.05M | 0.00% | +14,094 | New |
| Alpha DNA Investment Management LLC | 14,097 | $1.05M | 0.56% | +14,097 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,136 | $1.05M | 0.01% | +1,721+13.9% | Added |
| Price T Rowe Associates Inc | 14,215 | $1.06M | 0.00% | +69+0.5% | Added |
| Squarepoint Ops LLC | 14,304 | $1.07M | 0.01% | +6,953+94.6% | Added |
| SEI Investments Co | 14,474 | $1.08M | 0.00% | +1,414+10.8% | Added |
| Cornercap Investment Counsel Inc | 15,942 | $1.19M | 0.21% | +152+1.0% | Added |
| Virginia Retirement Systems Et Al | 16,100 | $1.20M | 0.01% | +2,600+19.3% | Added |
| Alliancebernstein L.P. | 16,490 | $1.23M | 0.00% | −49−0.3% | Reduced |
| Quadrature Capital Ltd | 16,615 | $1.24M | 0.04% | +4,990+42.9% | Added |
| Jane Street Group, LLC | 17,693 | $1.32M | 0.00% | +12,625+249.1% | Added |
| Guggenheim Capital LLC | 17,859 | $1.33M | 0.01% | −917−4.9% | Reduced |
| California State Teachers Retirement System | 18,019 | $1.34M | 0.00% | +34+0.2% | Added |
| Acadian Asset Management LLC | 18,745 | $1.40M | 0.01% | −7,772−29.3% | Reduced |
| Zacks Investment Management | 19,485 | $1.45M | 0.02% | +471+2.5% | Added |
| Credit Suisse AG | 20,833 | $1.55M | 0.00% | +2,144+11.5% | Added |
| State of Tennessee, Treasury Department | 22,413 | $1.67M | 0.01% | −935−4.0% | Reduced |
| Bank of America Corp | 22,932 | $1.71M | 0.00% | +5,584+32.2% | Added |
| Federated Hermes, Inc. | 23,733 | $1.77M | 0.00% | +143+0.6% | Added |
| Public Sector Pension Investment Board | 24,030 | $1.79M | 0.01% | −947−3.8% | Reduced |
| Massachusetts Financial Services Co | 25,999 | $1.94M | 0.00% | +549+2.2% | Added |
| New York State Common Retirement Fund | 28,810 | $2.15M | 0.00% | +17+0.1% | Added |
| Oberweis Asset Management Inc | 30,200 | $2.25M | 0.48% | +30,200 | New |
| Cubist Systematic Strategies, LLC | 32,076 | $2.39M | 0.02% | +27,303+572.0% | Added |
| AQR Capital Management LLC | 32,912 | $2.46M | 0.01% | −6,817−17.2% | Reduced |
| Legal & General Group Plc | 33,353 | $2.49M | 0.00% | −101−0.3% | Reduced |
| EJF Capital LLC | 33,362 | $2.49M | 0.78% | −53,748−61.7% | Reduced |
| Avalon Investment & Advisory | 34,895 | $2.60M | 0.07% | −316−0.9% | Reduced |
| Swiss National Bank | 35,089 | $2.62M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 38,114 | $2.84M | 0.03% | −19,483−33.8% | Reduced |
| Premier Fund Managers Ltd | 43,400 | $3.27M | 0.13% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 46,269 | $3.45M | 0.02% | +3,282+7.6% | Added |
| Aptus Capital Advisors, LLC | 52,161 | $3.89M | 0.13% | +5,518+11.8% | Added |
| Rhumbline Advisers | 52,461 | $3.92M | 0.01% | +4,139+8.6% | Added |
| Citadel Advisors LLC | 52,813 | $3.94M | 0.00% | +11,322+27.3% | Added |
| Two Sigma Advisers, LP | 61,800 | $4.61M | 0.01% | +17,600+39.8% | Added |
| Two Sigma Investments, LP | 67,334 | $5.02M | 0.02% | +29,091+76.1% | Added |
| Principal Financial Group Inc | 85,851 | $6.41M | 0.00% | −2,439−2.8% | Reduced |
| Ameriprise Financial Inc | 86,367 | $6.45M | 0.00% | +3,357+4.0% | Added |
| American Century Companies Inc | 87,324 | $6.52M | 0.01% | +28,315+48.0% | Added |
| Charles Schwab Investment Management Inc | 99,585 | $7.43M | 0.00% | +212+0.2% | Added |
| Maltese Capital Management LLC | 123,400 | $9.21M | 2.56% | −30,900−20.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 130,400 | $9.73M | 0.04% | +62,630+92.4% | Added |
| Royal Bank of Canada | 132,663 | $9.90M | 0.00% | −3,192−2.3% | Reduced |
| Goldman Sachs Group Inc | 136,407 | $10.2M | 0.00% | −7,687−5.3% | Reduced |
| Invesco Ltd. | 138,725 | $10.4M | 0.00% | −4,414−3.1% | Reduced |
| Renaissance Technologies LLC | 140,855 | $10.5M | 0.01% | +17,600+14.3% | Added |
| Phocas Financial Corp. | 147,748 | $11.0M | 1.59% | −206−0.1% | Reduced |
| Bank of New York Mellon Corp | 153,152 | $11.4M | 0.00% | −16,411−9.7% | Reduced |
| JPMorgan Chase & Co | 162,120 | $12.1M | 0.00% | −2,410−1.5% | Reduced |
| Morgan Stanley | 166,741 | $12.4M | 0.00% | +47,818+40.2% | Added |
| Northern Trust Corp | 194,776 | $14.5M | 0.00% | +2,540+1.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 199,608 | $14.9M | 4.76% | −12,457−5.9% | Reduced |
| Geode Capital Management, LLC | 252,184 | $18.8M | 0.00% | +7,562+3.1% | Added |
| Millennium Management LLC | 266,322 | $19.9M | 0.02% | +248,717+1,412.8% | Added |
| Stieven Capital Advisors, L.P. | 285,387 | $21.3M | 3.83% | −24,110−7.8% | Reduced |
| HSBC Holdings PLC | 289,926 | $21.7M | 0.03% | +7,987+2.8% | Added |
| Nuveen Asset Management, LLC | 458,445 | $34.2M | 0.01% | −55,575−10.8% | Reduced |
| Boston Partners | 497,683 | $36.9M | 0.05% | +197,401+65.7% | Added |
| State Street Corp | 513,363 | $38.3M | 0.00% | −40,299−7.3% | Reduced |
| Dimensional Fund Advisors LP | 609,350 | $45.5M | 0.02% | +716+0.1% | Added |
| Vanguard Group Inc | 864,347 | $64.5M | 0.00% | −56,990−6.2% | Reduced |
| FMR LLC | 880,879 | $65.7M | 0.01% | −8,152−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,042,815 | $77.8M | 0.06% | −717−0.1% | Reduced |
| BlackRock Inc. | 1,396,085 | $104.2M | 0.00% | −5,363−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |