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, Q1 2023
Institutional positions in Preferred Bank as of Mar 31, 2023. 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
- 174
- −2 vs. Q4 2022
- Shares held
- 11.2M
- +28.7K (+0.3%) vs. Q4 2022
- Total value
- $612.4M
- −$220.1M (−26.4%) vs. Q4 2022
- New holders
- 22
- 66 more added
- Sold out
- 24
- 66 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,391,003 | $76.2M | 0.00% | −5,082−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,049,637 | $57.5M | 0.04% | +6,822+0.7% | Added |
| FMR LLC | 926,927 | $50.8M | 0.00% | +46,048+5.2% | Added |
| Vanguard Group Inc | 872,443 | $47.8M | 0.00% | +8,096+0.9% | Added |
| Dimensional Fund Advisors LP | 633,844 | $34.7M | 0.01% | +24,494+4.0% | Added |
| State Street Corp | 608,023 | $33.3M | 0.00% | +94,660+18.4% | Added |
| Boston Partners | 531,428 | $28.5M | 0.04% | +33,745+6.8% | Added |
| Nuveen Asset Management, LLC | 415,189 | $22.8M | 0.01% | −43,256−9.4% | Reduced |
| Millennium Management LLC | 330,074 | $18.1M | 0.02% | +63,752+23.9% | Added |
| HSBC Holdings PLC | 283,895 | $15.5M | 0.02% | −6,031−2.1% | Reduced |
| Geode Capital Management, LLC | 259,362 | $14.2M | 0.00% | +7,178+2.8% | Added |
| Stieven Capital Advisors, L.P. | 249,588 | $13.7M | 3.58% | −35,799−12.5% | Reduced |
| Northern Trust Corp | 191,351 | $10.5M | 0.00% | −3,425−1.8% | Reduced |
| Goldman Sachs Group Inc | 189,781 | $10.4M | 0.00% | +53,374+39.1% | Added |
| Morgan Stanley | 171,424 | $9.40M | 0.00% | +4,683+2.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 162,090 | $8.88M | 0.03% | +31,690+24.3% | Added |
| Bank of New York Mellon Corp | 153,700 | $8.42M | 0.00% | +548+0.4% | Added |
| JPMorgan Chase & Co | 151,411 | $8.30M | 0.00% | −10,709−6.6% | Reduced |
| Phocas Financial Corp. | 149,258 | $8.18M | 1.17% | +1,510+1.0% | Added |
| Renaissance Technologies LLC | 130,755 | $7.17M | 0.01% | −10,100−7.2% | Reduced |
| Invesco Ltd. | 124,136 | $6.80M | 0.00% | −14,589−10.5% | Reduced |
| Maltese Capital Management LLC | 116,578 | $6.39M | 2.41% | −6,822−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 98,722 | $5.41M | 0.00% | −863−0.9% | Reduced |
| Ameriprise Financial Inc | 92,531 | $5.07M | 0.00% | +6,164+7.1% | Added |
| Principal Financial Group Inc | 84,280 | $4.62M | 0.00% | −1,571−1.8% | Reduced |
| Royal Bank of Canada | 82,200 | $4.50M | 0.00% | −50,463−38.0% | Reduced |
| American Century Companies Inc | 77,862 | $4.18M | 0.00% | −9,462−10.8% | Reduced |
| Two Sigma Advisers, LP | 63,400 | $3.47M | 0.01% | +1,600+2.6% | Added |
| Aptus Capital Advisors, LLC | 59,033 | $3.24M | 0.09% | +6,872+13.2% | Added |
| Rhumbline Advisers | 54,330 | $2.98M | 0.00% | +1,869+3.6% | Added |
| Two Sigma Investments, LP | 53,056 | $2.91M | 0.01% | −14,278−21.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 53,012 | $2.91M | 0.02% | +6,743+14.6% | Added |
| Oberweis Asset Management Inc | 51,500 | $2.82M | 0.44% | +21,300+70.5% | Added |
| AQR Capital Management LLC | 49,986 | $2.74M | 0.01% | +17,074+51.9% | Added |
| Qube Research & Technologies Ltd | 49,554 | $2.72M | 0.02% | +38,371+343.1% | Added |
| Legal & General Group Plc | 33,159 | $1.82M | 0.00% | −194−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 31,695 | $1.74M | 0.02% | −381−1.2% | Reduced |
| Swiss National Bank | 31,589 | $1.73M | 0.00% | −3,500−10.0% | Reduced |
| Federated Hermes, Inc. | 30,868 | $1.69M | 0.00% | +7,135+30.1% | Added |
| New York State Common Retirement Fund | 28,515 | $1.56M | 0.00% | −295−1.0% | Reduced |
| Premier Fund Managers Ltd | 25,872 | $1.39M | 0.06% | −17,528−40.4% | Reduced |
| Massachusetts Financial Services Co | 25,285 | $1.39M | 0.00% | −714−2.7% | Reduced |
| Bank of America Corp | 24,239 | $1.33M | 0.00% | +1,307+5.7% | Added |
| Citadel Advisors LLC | 24,006 | $1.32M | 0.00% | −28,807−54.5% | Reduced |
| First Trust Advisors LP | 23,830 | $1.31M | 0.00% | +11,954+100.7% | Added |
| Public Sector Pension Investment Board | 23,231 | $1.27M | 0.01% | −799−3.3% | Reduced |
| Aviva PLC | 23,206 | $1.27M | 0.01% | +9,556+70.0% | Added |
| Virginia Retirement Systems Et Al | 22,000 | $1.21M | 0.01% | +5,900+36.6% | Added |
| Price T Rowe Associates Inc | 21,497 | $1.18M | 0.00% | +7,282+51.2% | Added |
| Credit Suisse AG | 20,836 | $1.14M | 0.00% | +30.0% | Added |
| Engineers Gate Manager LP | 20,770 | $1.14M | 0.05% | +14,261+219.1% | Added |
| Brandywine Global Investment Management, LLC | 20,760 | $1.14M | 0.01% | +20,760 | New |
| Thrivent Financial for Lutherans | 20,043 | $1.10M | 0.00% | +6,494+47.9% | Added |
| State of Tennessee, Treasury Department | 19,824 | $1.09M | 0.00% | −2,589−11.6% | Reduced |
| Zacks Investment Management | 19,716 | $1.08M | 0.01% | +231+1.2% | Added |
| Winton Group Ltd | 19,143 | $1.05M | 0.06% | +5,453+39.8% | Added |
| Alpha DNA Investment Management LLC | 17,953 | $984.0K | 0.50% | +3,856+27.4% | Added |
| D. E. Shaw & Co., Inc. | 17,950 | $983.8K | 0.00% | +3,856+27.4% | Added |
| California State Teachers Retirement System | 17,792 | $975.2K | 0.00% | −227−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 16,452 | $902.0K | 0.01% | +16,452 | New |
| Cornercap Investment Counsel Inc | 15,942 | $873.8K | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 15,686 | $859.8K | 0.00% | +7,127+83.3% | Added |
| Alliancebernstein L.P. | 14,540 | $796.9K | 0.00% | −1,950−11.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,985 | $766.5K | 0.01% | −151−1.1% | Reduced |
| New York State Teachers Retirement System | 13,563 | $743.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,103 | $718.2K | 0.00% | +3,155+31.7% | Added |
| UBS Asset Management Americas Inc | 12,846 | $704.1K | 0.00% | +740+6.1% | Added |
| Prudential Financial Inc | 12,759 | $699.3K | 0.00% | −510−3.8% | Reduced |
| Rafferty Asset Management, LLC | 12,400 | $679.6K | 0.00% | +9,664+353.2% | Added |
| Great West Life Assurance Co | 12,396 | $679.0K | 0.00% | −1,294−9.5% | Reduced |
| Martingale Asset Management L P | 12,323 | $675.4K | 0.01% | +12,323 | New |
| Kennedy Capital Management, Inc. | 12,240 | $670.9K | 0.02% | +1,352+12.4% | Added |
| Dana Investment Advisors, Inc. | 12,187 | $668.0K | 0.03% | −764−5.9% | Reduced |
| UBS Group AG | 11,981 | $656.7K | 0.00% | +6,825+132.4% | Added |
| Texas Permanent School Fund | 11,845 | $649.2K | 0.01% | +2,965+33.4% | Added |
| Jackson Creek Investment Advisors LLC | 11,836 | $649.0K | 0.27% | −6−0.1% | Reduced |
| Versor Investments LP | 11,800 | $646.8K | 0.08% | +5,000+73.5% | Added |
| Russell Investments Group, Ltd. | 11,777 | $645.5K | 0.00% | +6,667+130.5% | Added |
| SummerHaven Investment Management, LLC | 11,723 | $642.5K | 0.37% | +288+2.5% | Added |
| Teacher Retirement System of Texas | 11,546 | $633.0K | 0.00% | −1,827−13.7% | Reduced |
| Jane Street Group, LLC | 11,479 | $629.2K | 0.00% | −6,214−35.1% | Reduced |
| ClariVest Asset Management LLC | 11,274 | $618.0K | 0.03% | −26−0.2% | Reduced |
| Guggenheim Capital LLC | 11,243 | $616.2K | 0.01% | −6,616−37.0% | Reduced |
| Balyasny Asset Management LLC | 10,874 | $596.0K | 0.00% | +10,874 | New |
| Ensign Peak Advisors, Inc | 10,550 | $578.2K | 0.00% | +3,400+47.6% | Added |
| Denali Advisors LLC | 10,400 | $570.0K | 0.24% | +10,400 | New |
| Quadrature Capital Ltd | 10,375 | $568.3K | 0.02% | −6,240−37.6% | Reduced |
| Hillsdale Investment Management Inc. | 10,300 | $564.5K | 0.05% | −1,000−8.8% | Reduced |
| Jump Financial, LLC | 9,600 | $526.2K | 0.02% | −979−9.3% | Reduced |
| AE Wealth Management LLC | 9,164 | $502.3K | 0.00% | +1,887+25.9% | Added |
| State of Alaska, Department of Revenue | 9,023 | $494.0K | 0.01% | −175−1.9% | Reduced |
| Citigroup Inc | 8,988 | $492.6K | 0.00% | −1,083−10.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,894 | $487.5K | 0.01% | +8,894 | New |
| Marshall Wace, LLP | 8,700 | $476.8K | 0.00% | +3,550+68.9% | Added |
| Janus Henderson Group PLC | 8,311 | $455.4K | 0.00% | +5,284+174.6% | Added |
| HRT Financial LP | 8,282 | $453.0K | 0.01% | −2,611−24.0% | Reduced |
| Envestnet Asset Management Inc | 8,248 | $452.1K | 0.00% | −276−3.2% | Reduced |
| Deutsche Bank AG | 8,155 | $447.0K | 0.00% | +2,398+41.7% | Added |
| Truist Financial Corp | 7,832 | $429.3K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 7,638 | $418.6K | 0.29% | −1,947−20.3% | Reduced |