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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 13,563 | $746.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13,765 | $757.0K | 0.04% | +2,491+22.1% | Added |
| Alliancebernstein L.P. | 14,540 | $799.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,930 | $821.0K | 0.01% | +945+6.8% | Added |
| Balyasny Asset Management LLC | 14,960 | $822.6K | 0.00% | +4,086+37.6% | Added |
| Exchange Traded Concepts, LLC | 15,299 | $841.3K | 0.02% | +6,405+72.0% | Added |
| Versor Investments LP | 15,654 | $860.8K | 0.15% | +3,854+32.7% | Added |
| Prudential Financial Inc | 16,127 | $886.8K | 0.00% | +3,368+26.4% | Added |
| California State Teachers Retirement System | 16,187 | $890.1K | 0.00% | −1,605−9.0% | Reduced |
| Rafferty Asset Management, LLC | 16,723 | $919.6K | 0.01% | +4,323+34.9% | Added |
| Royce & Associates LP | 17,226 | $947.3K | 0.01% | +10,217+145.8% | Added |
| Cornercap Investment Counsel Inc | 18,459 | $1.02M | 0.18% | +2,517+15.8% | Added |
| Thrivent Financial for Lutherans | 19,096 | $1.05M | 0.00% | −947−4.7% | Reduced |
| Franklin Resources Inc | 19,508 | $1.07M | 0.00% | +19,508 | New |
| Denali Advisors LLC | 19,700 | $1.08M | 0.38% | +9,300+89.4% | Added |
| Zacks Investment Management | 20,185 | $1.11M | 0.01% | +469+2.4% | Added |
| Guggenheim Capital LLC | 20,261 | $1.11M | 0.01% | +9,018+80.2% | Added |
| Wedge Capital Management L L P | 20,601 | $1.13M | 0.02% | +20,601 | New |
| Brandywine Global Investment Management, LLC | 20,760 | $1.14M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 20,997 | $1.15M | 0.00% | −3,242−13.4% | Reduced |
| Citigroup Inc | 22,219 | $1.22M | 0.00% | +13,231+147.2% | Added |
| Price T Rowe Associates Inc | 22,288 | $1.23M | 0.00% | +791+3.7% | Added |
| Credit Suisse AG | 22,773 | $1.25M | 0.00% | +1,937+9.3% | Added |
| Public Sector Pension Investment Board | 23,445 | $1.29M | 0.01% | +214+0.9% | Added |
| Barclays PLC | 24,173 | $1.33M | 0.00% | +8,487+54.1% | Added |
| Massachusetts Financial Services Co | 24,702 | $1.36M | 0.00% | −583−2.3% | Reduced |
| Engineers Gate Manager LP | 25,011 | $1.38M | 0.05% | +4,241+20.4% | Added |
| State of Tennessee, Treasury Department | 25,385 | $1.40M | 0.01% | +5,561+28.1% | Added |
| New York State Common Retirement Fund | 30,202 | $1.66M | 0.00% | +1,687+5.9% | Added |
| Swiss National Bank | 30,289 | $1.67M | 0.00% | −1,300−4.1% | Reduced |
| Federated Hermes, Inc. | 30,644 | $1.69M | 0.00% | −224−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 31,500 | $1.73M | 0.02% | +9,500+43.2% | 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 |
| Legal & General Group Plc | 37,219 | $2.05M | 0.00% | +4,060+12.2% | Added |
| Two Sigma Investments, LP | 40,315 | $2.22M | 0.01% | −12,741−24.0% | Reduced |
| AQR Capital Management LLC | 42,115 | $2.32M | 0.00% | −7,871−15.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 51,535 | $2.83M | 0.00% | +44,600+643.1% | Added |
| Rhumbline Advisers | 53,760 | $2.96M | 0.00% | −570−1.0% | Reduced |
| Oberweis Asset Management Inc | 57,000 | $3.13M | 0.38% | +5,500+10.7% | Added |
| Royal Bank of Canada | 61,381 | $3.38M | 0.00% | −20,819−25.3% | Reduced |
| Two Sigma Advisers, LP | 65,000 | $3.57M | 0.01% | +1,600+2.5% | Added |
| Ameriprise Financial Inc | 71,307 | $3.92M | 0.00% | −21,224−22.9% | Reduced |
| Principal Financial Group Inc | 78,196 | $4.30M | 0.00% | −6,084−7.2% | Reduced |
| American Century Companies Inc | 89,094 | $4.90M | 0.00% | +11,232+14.4% | Added |
| Charles Schwab Investment Management Inc | 102,231 | $5.62M | 0.00% | +3,509+3.6% | Added |
| JPMorgan Chase & Co | 113,230 | $6.23M | 0.00% | −38,181−25.2% | Reduced |
| Maltese Capital Management LLC | 114,700 | $6.31M | 2.18% | −1,878−1.6% | Reduced |
| Renaissance Technologies LLC | 123,455 | $6.79M | 0.01% | −7,300−5.6% | Reduced |
| Invesco Ltd. | 124,959 | $6.87M | 0.00% | +823+0.7% | Added |
| Phocas Financial Corp. | 148,193 | $8.15M | 1.12% | −1,065−0.7% | Reduced |
| Bank of New York Mellon Corp | 161,804 | $8.90M | 0.00% | +8,104+5.3% | Added |
| Morgan Stanley | 175,999 | $9.68M | 0.00% | +4,575+2.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 185,440 | $10.2M | 0.04% | +23,350+14.4% | Added |
| Northern Trust Corp | 196,539 | $10.8M | 0.00% | +5,188+2.7% | Added |
| Millennium Management LLC | 200,229 | $11.0M | 0.01% | −129,845−39.3% | Reduced |
| Goldman Sachs Group Inc | 207,769 | $11.4M | 0.00% | +17,988+9.5% | Added |
| Stieven Capital Advisors, L.P. | 264,288 | $14.5M | 3.76% | +14,700+5.9% | Added |
| HSBC Holdings PLC | 285,761 | $15.9M | 0.02% | +1,866+0.7% | Added |
| Geode Capital Management, LLC | 294,087 | $16.2M | 0.00% | +34,725+13.4% | Added |
| Nuveen Asset Management, LLC | 424,622 | $23.3M | 0.01% | +9,433+2.3% | Added |
| FMR LLC | 458,855 | $25.2M | 0.00% | −468,072−50.5% | Reduced |
| Boston Partners | 508,531 | $28.7M | 0.04% | −22,897−4.3% | Reduced |
| State Street Corp | 596,144 | $32.8M | 0.00% | −11,879−2.0% | Reduced |
| Dimensional Fund Advisors LP | 621,751 | $34.2M | 0.01% | −12,093−1.9% | Reduced |
| Vanguard Group Inc | 871,720 | $47.9M | 0.00% | −723−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,346,457 | $74.0M | 0.05% | +296,820+28.3% | Added |
| BlackRock Inc. | 1,388,859 | $76.4M | 0.00% | −2,144−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −59,033−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −49,554−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −25,872−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −23,206−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −17,953−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,950−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,452−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −12,240−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −11,836−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −9,164−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |