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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Ridgewood Investments LLC | 0 | $7 | 0.00% | −63−100.0% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $495 | 0.00% | +9 | New |
| Glassman Wealth Services | 13 | $715 | 0.00% | +13 | New |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +15+500.0% | Added |
| Lindbrook Capital, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $1.32K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $5.22K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 128 | $7.04K | 0.00% | +27+26.7% | Added |
| Raleigh Capital Management Inc. | 140 | $7.67K | 0.00% | +52+59.1% | Added |
| Fifth Third Bancorp | 149 | $8.19K | 0.00% | +71+91.0% | Added |
| Umb Bank N A | 163 | $8.96K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 351 | $19.3K | 0.00% | −40−10.2% | Reduced |
| CWM, LLC | 514 | $28.0K | 0.00% | +240+87.6% | Added |
| US Bancorp | 535 | $29.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 557 | $30.6K | 0.00% | +350+169.1% | Added |
| Parkside Financial Bank & Trust | 585 | $32.2K | 0.01% | +12+2.1% | Added |
| Lazard Asset Management LLC | 669 | $36.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 680 | $37.4K | 0.00% | +557+452.8% | Added |
| Metropolitan Life Insurance Co | 757 | $41.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 964 | $53.0K | 0.00% | −265−21.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $59.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,413 | $77.7K | 0.00% | −480−25.4% | Reduced |
| Globeflex Capital L P | 1,517 | $83.4K | 0.01% | −183−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,888 | $103.9K | 0.00% | +154+8.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $109.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,363 | $130.0K | 0.00% | +1,141+93.4% | Added |
| Point72 Middle East FZE | 2,536 | $139.4K | 0.01% | +2,536 | New |
| Capital Impact Advisors, LLC | 2,684 | $147.6K | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,103 | $170.6K | 0.00% | −3,019−49.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,105 | $170.7K | 0.01% | +2,282+277.3% | Added |
| Prelude Capital Management, LLC | 3,682 | $202.5K | 0.02% | +3,682 | New |
| Keebeck Alpha, LP | 3,682 | $202.5K | 0.20% | +3,682 | New |
| State Board of Administration of Florida Retirement System | 3,800 | $209.0K | 0.00% | +3,800 | New |
| Intrust Bank NA | 3,865 | $212.5K | 0.03% | −1,038−21.2% | Reduced |
| Miller Howard Investments Inc | 3,875 | $213.1K | 0.01% | +3,875 | New |
| Petrus Trust Company, LTA | 3,899 | $214.4K | 0.02% | −1,119−22.3% | Reduced |
| Arizona State Retirement System | 3,904 | $214.7K | 0.00% | −334−7.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $220.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,054 | $222.9K | 0.00% | +4,054 | New |
| Oregon Public Employees Retirement Fund | 4,162 | $228.9K | 0.00% | −100−2.3% | Reduced |
| Occudo Quantitative Strategies LP | 4,201 | $231.0K | 0.02% | +4,201 | New |
| Sequoia Financial Advisors, LLC | 4,250 | $233.7K | 0.00% | +4,250 | New |
| Summit Global Investments | 4,500 | $247.0K | 0.02% | −1,400−23.7% | Reduced |
| Quantbot Technologies LP | 4,570 | $251.3K | 0.02% | +1,528+50.2% | Added |
| Deutsche Bank AG | 4,634 | $254.8K | 0.00% | −3,521−43.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $261.0K | 0.00% | +200+4.4% | Added |
| Pitcairn Co | 5,057 | $278.1K | 0.02% | +387+8.3% | Added |
| Alps Advisors Inc | 5,102 | $280.6K | 0.00% | +40+0.8% | Added |
| BNP Paribas Arbitrage, SA | 5,124 | $281.8K | 0.00% | −2,143−29.5% | Reduced |
| Maryland State Retirement & Pension System | 5,146 | $283.0K | 0.01% | −173−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,144 | $283.0K | 0.02% | −96−1.8% | Reduced |
| Amalgamated Bank | 5,166 | $284.0K | 0.00% | −387−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,212 | $286.6K | 0.00% | +102+2.0% | Added |
| Victory Capital Management Inc | 5,525 | $303.8K | 0.00% | −35−0.6% | Reduced |
| Verition Fund Management LLC | 5,535 | $304.4K | 0.00% | +5,535 | New |
| Dark Forest Capital Management LP | 5,609 | $308.4K | 0.03% | +5,609 | New |
| Martingale Asset Management L P | 5,620 | $309.0K | 0.01% | −6,703−54.4% | Reduced |
| TD Asset Management Inc | 5,900 | $324.4K | 0.00% | −1,000−14.5% | Reduced |
| Truist Financial Corp | 6,067 | $333.6K | 0.00% | −1,765−22.5% | Reduced |
| Voya Investment Management LLC | 6,078 | $334.2K | 0.00% | +318+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 6,085 | $334.6K | 0.00% | −46,927−88.5% | Reduced |
| Louisiana State Employees Retirement System | 6,900 | $379.4K | 0.01% | +700+11.3% | Added |
| Yousif Capital Management, LLC | 6,949 | $382.1K | 0.00% | −490−6.6% | Reduced |
| Putnam Investments LLC | 7,043 | $387.3K | 0.00% | +502+7.7% | Added |
| American International Group, Inc. | 7,184 | $395.0K | 0.00% | −67−0.9% | Reduced |
| MetLife Investment Management | 7,199 | $395.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,247 | $398.5K | 0.00% | −4,232−36.9% | Reduced |
| Gallacher Capital Management LLC | 7,308 | $401.9K | 0.23% | +7,308 | New |
| Quadrature Capital Ltd | 7,617 | $418.2K | 0.01% | −2,758−26.6% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $420.0K | 0.29% | 00.0% | Unchanged |
| SEI Investments Co | 7,717 | $424.4K | 0.00% | +890+13.0% | Added |
| Wells Fargo & Company | 7,758 | $426.6K | 0.00% | +1,578+25.5% | Added |
| Elequin Capital LP | 8,079 | $444.3K | 0.23% | +8,079 | New |
| HRT Financial LP | 8,152 | $448.0K | 0.00% | −130−1.6% | Reduced |
| Envestnet Asset Management Inc | 8,339 | $458.6K | 0.00% | +91+1.1% | Added |
| Susquehanna International Group, LLP | 8,372 | $460.4K | 0.00% | −4,731−36.1% | Reduced |
| UBS Group AG | 8,498 | $467.3K | 0.00% | −3,483−29.1% | Reduced |
| State of Alaska, Department of Revenue | 8,691 | $477.0K | 0.01% | −332−3.7% | Reduced |
| Janus Henderson Group PLC | 8,981 | $493.6K | 0.00% | +670+8.1% | Added |
| SummerHaven Investment Management, LLC | 9,332 | $513.2K | 0.33% | −2,391−20.4% | Reduced |
| Trexquant Investment LP | 9,581 | $526.9K | 0.01% | +9,581 | New |
| Citadel Advisors LLC | 9,605 | $528.2K | 0.00% | −14,401−60.0% | Reduced |
| Unison Advisors LLC | 9,873 | $542.9K | 0.06% | +9,873 | New |
| First Trust Advisors LP | 10,332 | $568.2K | 0.00% | −13,498−56.6% | Reduced |
| Ensign Peak Advisors, Inc | 10,550 | $580.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,706 | $588.7K | 0.01% | −20,989−66.2% | Reduced |
| Teacher Retirement System of Texas | 10,864 | $597.0K | 0.00% | −682−5.9% | Reduced |
| Texas Permanent School Fund | 11,629 | $639.5K | 0.01% | −216−1.8% | Reduced |
| Great West Life Assurance Co | 11,686 | $642.0K | 0.00% | −710−5.7% | Reduced |
| Russell Investments Group, Ltd. | 11,777 | $647.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,846 | $704.1K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 13,392 | $736.4K | 0.04% | +1,205+9.9% | Added |
| Gsa Capital Partners LLP | 13,412 | $738.0K | 0.07% | +13,412 | New |
| Winton Group Ltd | 13,441 | $739.1K | 0.06% | −5,702−29.8% | Reduced |