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, Q2 2023
Institutional positions in Preferred Bank as of Jun 30, 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
- 169
- −5 vs. Q1 2023
- Shares held
- 10.8M
- −382.1K (−3.4%) vs. Q1 2023
- Total value
- $595.0M
- −$17.4M (−2.8%) vs. Q1 2023
- New holders
- 23
- 62 more added
- Sold out
- 28
- 60 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,388,859 | $76.4M | 0.00% | −2,144−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,346,457 | $74.0M | 0.05% | +296,820+28.3% | Added |
| Vanguard Group Inc | 871,720 | $47.9M | 0.00% | −723−0.1% | Reduced |
| Dimensional Fund Advisors LP | 621,751 | $34.2M | 0.01% | −12,093−1.9% | Reduced |
| State Street Corp | 596,144 | $32.8M | 0.00% | −11,879−2.0% | Reduced |
| Boston Partners | 508,531 | $28.7M | 0.04% | −22,897−4.3% | Reduced |
| FMR LLC | 458,855 | $25.2M | 0.00% | −468,072−50.5% | Reduced |
| Nuveen Asset Management, LLC | 424,622 | $23.3M | 0.01% | +9,433+2.3% | Added |
| Geode Capital Management, LLC | 294,087 | $16.2M | 0.00% | +34,725+13.4% | Added |
| HSBC Holdings PLC | 285,761 | $15.9M | 0.02% | +1,866+0.7% | Added |
| Stieven Capital Advisors, L.P. | 264,288 | $14.5M | 3.76% | +14,700+5.9% | Added |
| Goldman Sachs Group Inc | 207,769 | $11.4M | 0.00% | +17,988+9.5% | Added |
| Millennium Management LLC | 200,229 | $11.0M | 0.01% | −129,845−39.3% | Reduced |
| Northern Trust Corp | 196,539 | $10.8M | 0.00% | +5,188+2.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 185,440 | $10.2M | 0.04% | +23,350+14.4% | Added |
| Morgan Stanley | 175,999 | $9.68M | 0.00% | +4,575+2.7% | Added |
| Bank of New York Mellon Corp | 161,804 | $8.90M | 0.00% | +8,104+5.3% | Added |
| Phocas Financial Corp. | 148,193 | $8.15M | 1.12% | −1,065−0.7% | Reduced |
| Invesco Ltd. | 124,959 | $6.87M | 0.00% | +823+0.7% | Added |
| Renaissance Technologies LLC | 123,455 | $6.79M | 0.01% | −7,300−5.6% | Reduced |
| Maltese Capital Management LLC | 114,700 | $6.31M | 2.18% | −1,878−1.6% | Reduced |
| JPMorgan Chase & Co | 113,230 | $6.23M | 0.00% | −38,181−25.2% | Reduced |
| Charles Schwab Investment Management Inc | 102,231 | $5.62M | 0.00% | +3,509+3.6% | Added |
| American Century Companies Inc | 89,094 | $4.90M | 0.00% | +11,232+14.4% | Added |
| Principal Financial Group Inc | 78,196 | $4.30M | 0.00% | −6,084−7.2% | Reduced |
| Ameriprise Financial Inc | 71,307 | $3.92M | 0.00% | −21,224−22.9% | Reduced |
| Two Sigma Advisers, LP | 65,000 | $3.57M | 0.01% | +1,600+2.5% | Added |
| Royal Bank of Canada | 61,381 | $3.38M | 0.00% | −20,819−25.3% | Reduced |
| Oberweis Asset Management Inc | 57,000 | $3.13M | 0.38% | +5,500+10.7% | Added |
| Rhumbline Advisers | 53,760 | $2.96M | 0.00% | −570−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 51,535 | $2.83M | 0.00% | +44,600+643.1% | Added |
| AQR Capital Management LLC | 42,115 | $2.32M | 0.00% | −7,871−15.7% | Reduced |
| Two Sigma Investments, LP | 40,315 | $2.22M | 0.01% | −12,741−24.0% | Reduced |
| Legal & General Group Plc | 37,219 | $2.05M | 0.00% | +4,060+12.2% | Added |
| Bridgeway Capital Management, LLC | 31,861 | $1.75M | 0.04% | +31,861 | New |
| Empowered Funds, LLC | 31,861 | $1.75M | 0.06% | +31,861 | New |
| EA Series Trust | 31,861 | $1.75M | 0.06% | +31,861 | New |
| Virginia Retirement Systems Et Al | 31,500 | $1.73M | 0.02% | +9,500+43.2% | Added |
| Federated Hermes, Inc. | 30,644 | $1.69M | 0.00% | −224−0.7% | Reduced |
| Swiss National Bank | 30,289 | $1.67M | 0.00% | −1,300−4.1% | Reduced |
| New York State Common Retirement Fund | 30,202 | $1.66M | 0.00% | +1,687+5.9% | Added |
| State of Tennessee, Treasury Department | 25,385 | $1.40M | 0.01% | +5,561+28.1% | Added |
| Engineers Gate Manager LP | 25,011 | $1.38M | 0.05% | +4,241+20.4% | Added |
| Massachusetts Financial Services Co | 24,702 | $1.36M | 0.00% | −583−2.3% | Reduced |
| Barclays PLC | 24,173 | $1.33M | 0.00% | +8,487+54.1% | Added |
| Public Sector Pension Investment Board | 23,445 | $1.29M | 0.01% | +214+0.9% | Added |
| Credit Suisse AG | 22,773 | $1.25M | 0.00% | +1,937+9.3% | Added |
| Price T Rowe Associates Inc | 22,288 | $1.23M | 0.00% | +791+3.7% | Added |
| Citigroup Inc | 22,219 | $1.22M | 0.00% | +13,231+147.2% | Added |
| Bank of America Corp | 20,997 | $1.15M | 0.00% | −3,242−13.4% | Reduced |
| Brandywine Global Investment Management, LLC | 20,760 | $1.14M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 20,601 | $1.13M | 0.02% | +20,601 | New |
| Guggenheim Capital LLC | 20,261 | $1.11M | 0.01% | +9,018+80.2% | Added |
| Zacks Investment Management | 20,185 | $1.11M | 0.01% | +469+2.4% | Added |
| Denali Advisors LLC | 19,700 | $1.08M | 0.38% | +9,300+89.4% | Added |
| Franklin Resources Inc | 19,508 | $1.07M | 0.00% | +19,508 | New |
| Thrivent Financial for Lutherans | 19,096 | $1.05M | 0.00% | −947−4.7% | Reduced |
| Cornercap Investment Counsel Inc | 18,459 | $1.02M | 0.18% | +2,517+15.8% | Added |
| Royce & Associates LP | 17,226 | $947.3K | 0.01% | +10,217+145.8% | Added |
| Rafferty Asset Management, LLC | 16,723 | $919.6K | 0.01% | +4,323+34.9% | Added |
| California State Teachers Retirement System | 16,187 | $890.1K | 0.00% | −1,605−9.0% | Reduced |
| Prudential Financial Inc | 16,127 | $886.8K | 0.00% | +3,368+26.4% | Added |
| Versor Investments LP | 15,654 | $860.8K | 0.15% | +3,854+32.7% | Added |
| Exchange Traded Concepts, LLC | 15,299 | $841.3K | 0.02% | +6,405+72.0% | Added |
| Balyasny Asset Management LLC | 14,960 | $822.6K | 0.00% | +4,086+37.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,930 | $821.0K | 0.01% | +945+6.8% | Added |
| Alliancebernstein L.P. | 14,540 | $799.6K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13,765 | $757.0K | 0.04% | +2,491+22.1% | Added |
| New York State Teachers Retirement System | 13,563 | $746.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 13,441 | $739.1K | 0.06% | −5,702−29.8% | Reduced |
| Gsa Capital Partners LLP | 13,412 | $738.0K | 0.07% | +13,412 | New |
| Dana Investment Advisors, Inc. | 13,392 | $736.4K | 0.04% | +1,205+9.9% | Added |
| UBS Asset Management Americas Inc | 12,846 | $704.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,777 | $647.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 11,686 | $642.0K | 0.00% | −710−5.7% | Reduced |
| Texas Permanent School Fund | 11,629 | $639.5K | 0.01% | −216−1.8% | Reduced |
| Teacher Retirement System of Texas | 10,864 | $597.0K | 0.00% | −682−5.9% | Reduced |
| Cubist Systematic Strategies, LLC | 10,706 | $588.7K | 0.01% | −20,989−66.2% | Reduced |
| Ensign Peak Advisors, Inc | 10,550 | $580.1K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,332 | $568.2K | 0.00% | −13,498−56.6% | Reduced |
| Unison Advisors LLC | 9,873 | $542.9K | 0.06% | +9,873 | New |
| Citadel Advisors LLC | 9,605 | $528.2K | 0.00% | −14,401−60.0% | Reduced |
| Trexquant Investment LP | 9,581 | $526.9K | 0.01% | +9,581 | New |
| SummerHaven Investment Management, LLC | 9,332 | $513.2K | 0.33% | −2,391−20.4% | Reduced |
| Janus Henderson Group PLC | 8,981 | $493.6K | 0.00% | +670+8.1% | Added |
| State of Alaska, Department of Revenue | 8,691 | $477.0K | 0.01% | −332−3.7% | Reduced |
| UBS Group AG | 8,498 | $467.3K | 0.00% | −3,483−29.1% | Reduced |
| Susquehanna International Group, LLP | 8,372 | $460.4K | 0.00% | −4,731−36.1% | Reduced |
| Envestnet Asset Management Inc | 8,339 | $458.6K | 0.00% | +91+1.1% | Added |
| HRT Financial LP | 8,152 | $448.0K | 0.00% | −130−1.6% | Reduced |
| Elequin Capital LP | 8,079 | $444.3K | 0.23% | +8,079 | New |
| Wells Fargo & Company | 7,758 | $426.6K | 0.00% | +1,578+25.5% | Added |
| SEI Investments Co | 7,717 | $424.4K | 0.00% | +890+13.0% | Added |
| Virtus Investment Advisers, Inc. | 7,638 | $420.0K | 0.29% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,617 | $418.2K | 0.01% | −2,758−26.6% | Reduced |
| Gallacher Capital Management LLC | 7,308 | $401.9K | 0.23% | +7,308 | New |
| Jane Street Group, LLC | 7,247 | $398.5K | 0.00% | −4,232−36.9% | Reduced |
| MetLife Investment Management | 7,199 | $395.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,184 | $395.0K | 0.00% | −67−0.9% | Reduced |
| Putnam Investments LLC | 7,043 | $387.3K | 0.00% | +502+7.7% | Added |