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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 7,150 | $533.5K | 0.00% | +3,550+98.6% | Added |
| Comerica Bank | 7,348 | $533.0K | 0.00% | −2,445−25.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,829 | $509.6K | 0.00% | −586−7.9% | Reduced |
| Putnam Investments LLC | 6,813 | $508.4K | 0.00% | −60,378−89.9% | Reduced |
| Versor Investments LP | 6,800 | $507.4K | 0.04% | +6,800 | New |
| Engineers Gate Manager LP | 6,509 | $485.7K | 0.03% | +6,509 | New |
| Louisiana State Employees Retirement System | 6,300 | $470.0K | 0.01% | −200−3.1% | Reduced |
| Amalgamated Bank | 6,029 | $450.0K | 0.00% | −134−2.2% | Reduced |
| Voya Investment Management LLC | 5,835 | $435.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,757 | $429.6K | 0.00% | +88+1.6% | Added |
| Maryland State Retirement & Pension System | 5,437 | $405.7K | 0.01% | +5,437 | New |
| TD Asset Management Inc | 5,400 | $402.9K | 0.00% | +5,400 | New |
| Intrust Bank NA | 5,394 | $402.5K | 0.06% | +1,317+32.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,348 | $399.0K | 0.02% | −87−1.6% | Reduced |
| PDT Partners, LLC | 5,280 | $394.0K | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 5,156 | $384.7K | 0.00% | −370−6.7% | Reduced |
| Marshall Wace, LLP | 5,150 | $384.3K | 0.00% | +5,150 | New |
| 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 |
| Pitcairn Co | 4,741 | $353.8K | 0.04% | −35−0.7% | Reduced |
| Alps Advisors Inc | 4,681 | $349.3K | 0.00% | −19−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,546 | $339.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,396 | $328.0K | 0.00% | −69−1.5% | Reduced |
| Arizona State Retirement System | 4,127 | $308.0K | 0.00% | +105+2.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $298.5K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 3,968 | $296.1K | 0.00% | +3,968 | New |
| Wells Fargo & Company | 3,936 | $293.7K | 0.00% | −512−11.5% | Reduced |
| Capital Impact Advisors, LLC | 3,723 | $277.8K | 0.27% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,433 | $256.2K | 0.00% | −4,097−54.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,156 | $235.5K | 0.03% | −536−14.5% | Reduced |
| Stifel Financial Corp | 3,106 | $231.8K | 0.00% | −86−2.7% | Reduced |
| Janus Henderson Group PLC | 3,027 | $225.7K | 0.00% | +3,027 | New |
| Everence Capital Management Inc | 2,910 | $217.0K | 0.02% | +2,910 | New |
| Miller Howard Investments Inc | 2,885 | $215.3K | 0.01% | +2,885 | New |
| Mutual of America Capital Management LLC | 2,768 | $206.5K | 0.00% | +57+2.1% | Added |
| Rafferty Asset Management, LLC | 2,736 | $204.2K | 0.00% | −1,359−33.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $147.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,720 | $128.4K | 0.00% | −58−3.3% | Reduced |
| Globeflex Capital L P | 1,700 | $126.9K | 0.02% | +1,700 | New |
| The PNC Financial Services Group, Inc. | 1,650 | $123.1K | 0.00% | −1−0.1% | Reduced |
| Vestcor Inc | 1,457 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,081 | $75.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,008 | $75.0K | 0.00% | −733−42.1% | Reduced |
| KBC Group NV | 986 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 866 | $64.6K | 0.00% | −534−38.1% | Reduced |
| Metropolitan Life Insurance Co | 854 | $63.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 819 | $61.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 669 | $49.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 655 | $48.9K | 0.00% | +655 | New |
| Financial Management Professionals, Inc. | 642 | $48.0K | 0.01% | −7−1.1% | Reduced |
| Coppell Advisory Solutions LLC | 587 | $43.8K | 0.02% | +587 | New |
| Coppell Advisory Solutions Corp. | 587 | $43.8K | 0.02% | +587 | New |
| US Bancorp | 535 | $39.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 496 | $37.0K | 0.01% | +159+47.2% | Added |
| Huntington National Bank | 304 | $22.7K | 0.00% | −26−7.9% | Reduced |
| Quadrant Capital Group LLC | 296 | $22.1K | 0.00% | +22+8.0% | Added |
| Umb Bank N A | 172 | $13.0K | 0.00% | −10−5.5% | Reduced |
| Macroview Investment Management LLC | 142 | $10.6K | 0.02% | +142 | New |
| Gladius Capital Management LP | 114 | $8.51K | 0.00% | +114 | New |
| Northwestern Mutual Wealth Management Co | 95 | $7.09K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $5.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $5.38K | 0.00% | +36+100.0% | Added |
| CWM, LLC | 68 | $5.00K | 0.00% | +1+1.5% | Added |
| Rockefeller Capital Management L.P. | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 48 | $3.58K | 0.00% | +48 | New |
| First Horizon Advisors, Inc. | 43 | $3.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $2.00K | 0.00% | −26−52.0% | Reduced |
| Farther Finance Advisors, LLC | 24 | $1.79K | 0.00% | +24 | New |
| Accurate Wealth Management, LLC | 25 | $1.77K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Fifth Third Bancorp | 11 | $821 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11 | $821 | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 9 | $672 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| 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 |