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 |
|---|---|---|---|---|---|
| UBS Group AG | 11,981 | $656.7K | 0.00% | +6,825+132.4% | Added |
| Dana Investment Advisors, Inc. | 12,187 | $668.0K | 0.03% | −764−5.9% | Reduced |
| Kennedy Capital Management, Inc. | 12,240 | $670.9K | 0.02% | +1,352+12.4% | Added |
| Martingale Asset Management L P | 12,323 | $675.4K | 0.01% | +12,323 | New |
| Great West Life Assurance Co | 12,396 | $679.0K | 0.00% | −1,294−9.5% | Reduced |
| Rafferty Asset Management, LLC | 12,400 | $679.6K | 0.00% | +9,664+353.2% | Added |
| Prudential Financial Inc | 12,759 | $699.3K | 0.00% | −510−3.8% | Reduced |
| UBS Asset Management Americas Inc | 12,846 | $704.1K | 0.00% | +740+6.1% | Added |
| Susquehanna International Group, LLP | 13,103 | $718.2K | 0.00% | +3,155+31.7% | Added |
| New York State Teachers Retirement System | 13,563 | $743.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,985 | $766.5K | 0.01% | −151−1.1% | Reduced |
| Alliancebernstein L.P. | 14,540 | $796.9K | 0.00% | −1,950−11.8% | Reduced |
| Barclays PLC | 15,686 | $859.8K | 0.00% | +7,127+83.3% | Added |
| Cornercap Investment Counsel Inc | 15,942 | $873.8K | 0.15% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,452 | $902.0K | 0.01% | +16,452 | New |
| California State Teachers Retirement System | 17,792 | $975.2K | 0.00% | −227−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,950 | $983.8K | 0.00% | +3,856+27.4% | Added |
| Alpha DNA Investment Management LLC | 17,953 | $984.0K | 0.50% | +3,856+27.4% | Added |
| Winton Group Ltd | 19,143 | $1.05M | 0.06% | +5,453+39.8% | Added |
| Zacks Investment Management | 19,716 | $1.08M | 0.01% | +231+1.2% | Added |
| State of Tennessee, Treasury Department | 19,824 | $1.09M | 0.00% | −2,589−11.6% | Reduced |
| Thrivent Financial for Lutherans | 20,043 | $1.10M | 0.00% | +6,494+47.9% | Added |
| Brandywine Global Investment Management, LLC | 20,760 | $1.14M | 0.01% | +20,760 | New |
| Engineers Gate Manager LP | 20,770 | $1.14M | 0.05% | +14,261+219.1% | Added |
| Credit Suisse AG | 20,836 | $1.14M | 0.00% | +30.0% | Added |
| Price T Rowe Associates Inc | 21,497 | $1.18M | 0.00% | +7,282+51.2% | Added |
| Virginia Retirement Systems Et Al | 22,000 | $1.21M | 0.01% | +5,900+36.6% | Added |
| Aviva PLC | 23,206 | $1.27M | 0.01% | +9,556+70.0% | Added |
| Public Sector Pension Investment Board | 23,231 | $1.27M | 0.01% | −799−3.3% | Reduced |
| First Trust Advisors LP | 23,830 | $1.31M | 0.00% | +11,954+100.7% | Added |
| Citadel Advisors LLC | 24,006 | $1.32M | 0.00% | −28,807−54.5% | Reduced |
| Bank of America Corp | 24,239 | $1.33M | 0.00% | +1,307+5.7% | Added |
| Massachusetts Financial Services Co | 25,285 | $1.39M | 0.00% | −714−2.7% | Reduced |
| Premier Fund Managers Ltd | 25,872 | $1.39M | 0.06% | −17,528−40.4% | Reduced |
| New York State Common Retirement Fund | 28,515 | $1.56M | 0.00% | −295−1.0% | Reduced |
| Federated Hermes, Inc. | 30,868 | $1.69M | 0.00% | +7,135+30.1% | Added |
| Swiss National Bank | 31,589 | $1.73M | 0.00% | −3,500−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 31,695 | $1.74M | 0.02% | −381−1.2% | Reduced |
| Legal & General Group Plc | 33,159 | $1.82M | 0.00% | −194−0.6% | Reduced |
| Qube Research & Technologies Ltd | 49,554 | $2.72M | 0.02% | +38,371+343.1% | Added |
| AQR Capital Management LLC | 49,986 | $2.74M | 0.01% | +17,074+51.9% | Added |
| Oberweis Asset Management Inc | 51,500 | $2.82M | 0.44% | +21,300+70.5% | Added |
| Jacobs Levy Equity Management, Inc | 53,012 | $2.91M | 0.02% | +6,743+14.6% | Added |
| Two Sigma Investments, LP | 53,056 | $2.91M | 0.01% | −14,278−21.2% | Reduced |
| Rhumbline Advisers | 54,330 | $2.98M | 0.00% | +1,869+3.6% | Added |
| Aptus Capital Advisors, LLC | 59,033 | $3.24M | 0.09% | +6,872+13.2% | Added |
| Two Sigma Advisers, LP | 63,400 | $3.47M | 0.01% | +1,600+2.6% | Added |
| American Century Companies Inc | 77,862 | $4.18M | 0.00% | −9,462−10.8% | Reduced |
| Royal Bank of Canada | 82,200 | $4.50M | 0.00% | −50,463−38.0% | Reduced |
| Principal Financial Group Inc | 84,280 | $4.62M | 0.00% | −1,571−1.8% | Reduced |
| Ameriprise Financial Inc | 92,531 | $5.07M | 0.00% | +6,164+7.1% | Added |
| Charles Schwab Investment Management Inc | 98,722 | $5.41M | 0.00% | −863−0.9% | Reduced |
| Maltese Capital Management LLC | 116,578 | $6.39M | 2.41% | −6,822−5.5% | Reduced |
| Invesco Ltd. | 124,136 | $6.80M | 0.00% | −14,589−10.5% | Reduced |
| Renaissance Technologies LLC | 130,755 | $7.17M | 0.01% | −10,100−7.2% | Reduced |
| Phocas Financial Corp. | 149,258 | $8.18M | 1.17% | +1,510+1.0% | Added |
| JPMorgan Chase & Co | 151,411 | $8.30M | 0.00% | −10,709−6.6% | Reduced |
| Bank of New York Mellon Corp | 153,700 | $8.42M | 0.00% | +548+0.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 162,090 | $8.88M | 0.03% | +31,690+24.3% | Added |
| Morgan Stanley | 171,424 | $9.40M | 0.00% | +4,683+2.8% | Added |
| Goldman Sachs Group Inc | 189,781 | $10.4M | 0.00% | +53,374+39.1% | Added |
| Northern Trust Corp | 191,351 | $10.5M | 0.00% | −3,425−1.8% | Reduced |
| Stieven Capital Advisors, L.P. | 249,588 | $13.7M | 3.58% | −35,799−12.5% | Reduced |
| Geode Capital Management, LLC | 259,362 | $14.2M | 0.00% | +7,178+2.8% | Added |
| HSBC Holdings PLC | 283,895 | $15.5M | 0.02% | −6,031−2.1% | Reduced |
| Millennium Management LLC | 330,074 | $18.1M | 0.02% | +63,752+23.9% | Added |
| Nuveen Asset Management, LLC | 415,189 | $22.8M | 0.01% | −43,256−9.4% | Reduced |
| Boston Partners | 531,428 | $28.5M | 0.04% | +33,745+6.8% | Added |
| State Street Corp | 608,023 | $33.3M | 0.00% | +94,660+18.4% | Added |
| Dimensional Fund Advisors LP | 633,844 | $34.7M | 0.01% | +24,494+4.0% | Added |
| Vanguard Group Inc | 872,443 | $47.8M | 0.00% | +8,096+0.9% | Added |
| FMR LLC | 926,927 | $50.8M | 0.00% | +46,048+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,049,637 | $57.5M | 0.04% | +6,822+0.7% | Added |
| BlackRock Inc. | 1,391,003 | $76.2M | 0.00% | −5,082−0.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −199,608−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −34,895−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −33,362−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −18,745−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,304−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,657−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |