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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Ellevest, Inc. | 5 | $274 | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 9 | $493 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11 | $603 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 19 | $1.00K | 0.00% | −800−97.7% | Reduced |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $1.53K | 0.00% | −47−62.7% | Reduced |
| First Horizon Advisors, Inc. | 43 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 58 | $3.00K | 0.00% | +58 | New |
| Ridgewood Investments LLC | 63 | $3.46K | 0.00% | +63 | New |
| Fifth Third Bancorp | 78 | $4.28K | 0.00% | +67+609.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $4.33K | 0.00% | +79 | New |
| Belpointe Asset Management LLC | 85 | $4.66K | 0.00% | +85 | New |
| Raleigh Capital Management Inc. | 88 | $4.80K | 0.00% | +16+22.2% | Added |
| International Assets Investment Management, LLC | 94 | $5.15K | 0.00% | +94 | New |
| Northwestern Mutual Wealth Management Co | 95 | $5.21K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 101 | $5.54K | 0.00% | −13−11.4% | Reduced |
| Massmutual Trust Co FSB | 123 | $6.74K | 0.00% | +99+412.5% | Added |
| Umb Bank N A | 163 | $8.93K | 0.00% | −9−5.2% | Reduced |
| Macroview Investment Management LLC | 186 | $10.2K | 0.02% | +44+31.0% | Added |
| Quadrant Capital Group LLC | 207 | $11.3K | 0.00% | −89−30.1% | Reduced |
| CWM, LLC | 274 | $15.0K | 0.00% | +206+302.9% | Added |
| Huntington National Bank | 391 | $21.4K | 0.00% | +87+28.6% | Added |
| US Bancorp | 535 | $29.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 573 | $31.4K | 0.01% | +77+15.5% | Added |
| Lazard Asset Management LLC | 669 | $36.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 757 | $41.5K | 0.00% | −97−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 823 | $46.0K | 0.00% | −185−18.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $59.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,175 | $64.4K | 0.00% | +1,175 | New |
| KBC Group NV | 1,229 | $67.0K | 0.00% | +243+24.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,222 | $67.0K | 0.00% | +1,222 | New |
| WealthPLAN Partners, LLC | 1,359 | $74.5K | 0.01% | +1,359 | New |
| Vestcor Inc | 1,457 | $80.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,700 | $93.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,734 | $95.1K | 0.00% | +14+0.8% | Added |
| The PNC Financial Services Group, Inc. | 1,893 | $103.8K | 0.00% | +243+14.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $108.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $126.0K | 0.01% | +2,300 | New |
| Capital Impact Advisors, LLC | 2,684 | $147.1K | 0.18% | −1,039−27.9% | Reduced |
| Quantbot Technologies LP | 3,042 | $166.7K | 0.01% | +2,176+251.3% | Added |
| Virtu Financial LLC | 3,998 | $219.0K | 0.02% | +3,998 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $219.2K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,141 | $227.0K | 0.00% | +4,141 | New |
| Arizona State Retirement System | 4,238 | $232.3K | 0.00% | +111+2.7% | Added |
| Oregon Public Employees Retirement Fund | 4,262 | $233.6K | 0.00% | −134−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,546 | $249.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,670 | $256.0K | 0.02% | −71−1.5% | Reduced |
| Intrust Bank NA | 4,903 | $268.7K | 0.03% | −491−9.1% | Reduced |
| Petrus Trust Company, LTA | 5,018 | $275.0K | 0.03% | +5,018 | New |
| Alps Advisors Inc | 5,062 | $277.4K | 0.00% | +381+8.1% | Added |
| Manufacturers Life Insurance Company, The | 5,110 | $280.1K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,240 | $287.0K | 0.02% | −108−2.0% | Reduced |
| Maryland State Retirement & Pension System | 5,319 | $291.5K | 0.01% | −118−2.2% | Reduced |
| Graham Capital Management, L.P. | 5,479 | $300.3K | 0.01% | −5,647−50.8% | Reduced |
| Amalgamated Bank | 5,553 | $304.0K | 0.00% | −476−7.9% | Reduced |
| Victory Capital Management Inc | 5,560 | $304.7K | 0.00% | −4,469−44.6% | Reduced |
| Voya Investment Management LLC | 5,760 | $315.7K | 0.00% | −75−1.3% | Reduced |
| Summit Global Investments | 5,900 | $323.0K | 0.02% | +5,900 | New |
| Allspring Global Investments Holdings, LLC | 6,122 | $335.5K | 0.00% | −707−10.4% | Reduced |
| Wells Fargo & Company | 6,180 | $338.7K | 0.00% | +2,244+57.0% | Added |
| Louisiana State Employees Retirement System | 6,200 | $339.8K | 0.01% | −100−1.6% | Reduced |
| Putnam Investments LLC | 6,541 | $358.5K | 0.00% | −272−4.0% | Reduced |
| SEI Investments Co | 6,827 | $374.2K | 0.00% | −7,647−52.8% | Reduced |
| TD Asset Management Inc | 6,900 | $378.2K | 0.00% | +1,500+27.8% | Added |
| Arrowstreet Capital, Limited Partnership | 6,935 | $380.0K | 0.00% | +6,935 | New |
| Royce & Associates LP | 7,009 | $384.2K | 0.00% | −31,105−81.6% | Reduced |
| MetLife Investment Management | 7,199 | $394.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,251 | $397.4K | 0.00% | +33+0.5% | Added |
| BNP Paribas Arbitrage, SA | 7,267 | $398.3K | 0.00% | +3,834+111.7% | Added |
| Yousif Capital Management, LLC | 7,439 | $407.7K | 0.01% | −1,165−13.5% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $418.6K | 0.29% | −1,947−20.3% | Reduced |
| Truist Financial Corp | 7,832 | $429.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,155 | $447.0K | 0.00% | +2,398+41.7% | Added |
| Envestnet Asset Management Inc | 8,248 | $452.1K | 0.00% | −276−3.2% | Reduced |
| HRT Financial LP | 8,282 | $453.0K | 0.01% | −2,611−24.0% | Reduced |
| Janus Henderson Group PLC | 8,311 | $455.4K | 0.00% | +5,284+174.6% | Added |
| Marshall Wace, LLP | 8,700 | $476.8K | 0.00% | +3,550+68.9% | Added |
| Exchange Traded Concepts, LLC | 8,894 | $487.5K | 0.01% | +8,894 | New |
| Citigroup Inc | 8,988 | $492.6K | 0.00% | −1,083−10.8% | Reduced |
| State of Alaska, Department of Revenue | 9,023 | $494.0K | 0.01% | −175−1.9% | Reduced |
| AE Wealth Management LLC | 9,164 | $502.3K | 0.00% | +1,887+25.9% | Added |
| Jump Financial, LLC | 9,600 | $526.2K | 0.02% | −979−9.3% | Reduced |
| Hillsdale Investment Management Inc. | 10,300 | $564.5K | 0.05% | −1,000−8.8% | Reduced |
| Quadrature Capital Ltd | 10,375 | $568.3K | 0.02% | −6,240−37.6% | Reduced |
| Denali Advisors LLC | 10,400 | $570.0K | 0.24% | +10,400 | New |
| Ensign Peak Advisors, Inc | 10,550 | $578.2K | 0.00% | +3,400+47.6% | Added |
| Balyasny Asset Management LLC | 10,874 | $596.0K | 0.00% | +10,874 | New |
| Guggenheim Capital LLC | 11,243 | $616.2K | 0.01% | −6,616−37.0% | Reduced |
| ClariVest Asset Management LLC | 11,274 | $618.0K | 0.03% | −26−0.2% | Reduced |
| Jane Street Group, LLC | 11,479 | $629.2K | 0.00% | −6,214−35.1% | Reduced |
| Teacher Retirement System of Texas | 11,546 | $633.0K | 0.00% | −1,827−13.7% | Reduced |
| SummerHaven Investment Management, LLC | 11,723 | $642.5K | 0.37% | +288+2.5% | Added |
| Russell Investments Group, Ltd. | 11,777 | $645.5K | 0.00% | +6,667+130.5% | Added |
| Versor Investments LP | 11,800 | $646.8K | 0.08% | +5,000+73.5% | Added |
| Jackson Creek Investment Advisors LLC | 11,836 | $649.0K | 0.27% | −6−0.1% | Reduced |
| Texas Permanent School Fund | 11,845 | $649.2K | 0.01% | +2,965+33.4% | Added |