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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 7,439 | $407.7K | 0.01% | −1,165−13.5% | Reduced |
| BNP Paribas Arbitrage, SA | 7,267 | $398.3K | 0.00% | +3,834+111.7% | Added |
| American International Group, Inc. | 7,251 | $397.4K | 0.00% | +33+0.5% | Added |
| MetLife Investment Management | 7,199 | $394.6K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 7,009 | $384.2K | 0.00% | −31,105−81.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,935 | $380.0K | 0.00% | +6,935 | New |
| TD Asset Management Inc | 6,900 | $378.2K | 0.00% | +1,500+27.8% | Added |
| SEI Investments Co | 6,827 | $374.2K | 0.00% | −7,647−52.8% | Reduced |
| Putnam Investments LLC | 6,541 | $358.5K | 0.00% | −272−4.0% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $339.8K | 0.01% | −100−1.6% | Reduced |
| Wells Fargo & Company | 6,180 | $338.7K | 0.00% | +2,244+57.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,122 | $335.5K | 0.00% | −707−10.4% | Reduced |
| Summit Global Investments | 5,900 | $323.0K | 0.02% | +5,900 | New |
| Voya Investment Management LLC | 5,760 | $315.7K | 0.00% | −75−1.3% | Reduced |
| Victory Capital Management Inc | 5,560 | $304.7K | 0.00% | −4,469−44.6% | Reduced |
| Amalgamated Bank | 5,553 | $304.0K | 0.00% | −476−7.9% | Reduced |
| Graham Capital Management, L.P. | 5,479 | $300.3K | 0.01% | −5,647−50.8% | Reduced |
| Maryland State Retirement & Pension System | 5,319 | $291.5K | 0.01% | −118−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,240 | $287.0K | 0.02% | −108−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,110 | $280.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,062 | $277.4K | 0.00% | +381+8.1% | Added |
| Petrus Trust Company, LTA | 5,018 | $275.0K | 0.03% | +5,018 | New |
| Intrust Bank NA | 4,903 | $268.7K | 0.03% | −491−9.1% | Reduced |
| Pitcairn Co | 4,670 | $256.0K | 0.02% | −71−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,546 | $249.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,262 | $233.6K | 0.00% | −134−3.0% | Reduced |
| Arizona State Retirement System | 4,238 | $232.3K | 0.00% | +111+2.7% | Added |
| State of Wisconsin Investment Board | 4,141 | $227.0K | 0.00% | +4,141 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $219.2K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,998 | $219.0K | 0.02% | +3,998 | New |
| Quantbot Technologies LP | 3,042 | $166.7K | 0.01% | +2,176+251.3% | Added |
| Capital Impact Advisors, LLC | 2,684 | $147.1K | 0.18% | −1,039−27.9% | Reduced |
| Aquatic Capital Management LLC | 2,300 | $126.0K | 0.01% | +2,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $108.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,893 | $103.8K | 0.00% | +243+14.7% | Added |
| Advisor Group Holdings, Inc. | 1,734 | $95.1K | 0.00% | +14+0.8% | Added |
| Globeflex Capital L P | 1,700 | $93.2K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,457 | $80.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,359 | $74.5K | 0.01% | +1,359 | 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 |
| Point72 Asset Management, L.P. | 1,175 | $64.4K | 0.00% | +1,175 | New |
| Ameritas Investment Partners, Inc. | 1,081 | $59.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 823 | $46.0K | 0.00% | −185−18.4% | Reduced |
| Metropolitan Life Insurance Co | 757 | $41.5K | 0.00% | −97−11.4% | Reduced |
| Lazard Asset Management LLC | 669 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 573 | $31.4K | 0.01% | +77+15.5% | Added |
| US Bancorp | 535 | $29.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 391 | $21.4K | 0.00% | +87+28.6% | Added |
| CWM, LLC | 274 | $15.0K | 0.00% | +206+302.9% | Added |
| Quadrant Capital Group LLC | 207 | $11.3K | 0.00% | −89−30.1% | Reduced |
| Macroview Investment Management LLC | 186 | $10.2K | 0.02% | +44+31.0% | Added |
| Umb Bank N A | 163 | $8.93K | 0.00% | −9−5.2% | Reduced |
| Massmutual Trust Co FSB | 123 | $6.74K | 0.00% | +99+412.5% | Added |
| Gladius Capital Management LP | 101 | $5.54K | 0.00% | −13−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 95 | $5.21K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 94 | $5.15K | 0.00% | +94 | New |
| Raleigh Capital Management Inc. | 88 | $4.80K | 0.00% | +16+22.2% | Added |
| Belpointe Asset Management LLC | 85 | $4.66K | 0.00% | +85 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $4.33K | 0.00% | +79 | New |
| Fifth Third Bancorp | 78 | $4.28K | 0.00% | +67+609.1% | Added |
| Ridgewood Investments LLC | 63 | $3.46K | 0.00% | +63 | New |
| Bessemer Group Inc | 58 | $3.00K | 0.00% | +58 | New |
| First Horizon Advisors, Inc. | 43 | $2.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $1.53K | 0.00% | −47−62.7% | Reduced |
| Farther Finance Advisors, LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $1.10K | 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 |
| Advisory Services Network, LLC | 11 | $603 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $493 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5 | $274 | 0.00% | +5 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| 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 |