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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 6,949 | $382.1K | 0.00% | −490−6.6% | Reduced |
| Louisiana State Employees Retirement System | 6,900 | $379.4K | 0.01% | +700+11.3% | Added |
| Jacobs Levy Equity Management, Inc | 6,085 | $334.6K | 0.00% | −46,927−88.5% | Reduced |
| Voya Investment Management LLC | 6,078 | $334.2K | 0.00% | +318+5.5% | Added |
| Truist Financial Corp | 6,067 | $333.6K | 0.00% | −1,765−22.5% | Reduced |
| TD Asset Management Inc | 5,900 | $324.4K | 0.00% | −1,000−14.5% | Reduced |
| Martingale Asset Management L P | 5,620 | $309.0K | 0.01% | −6,703−54.4% | Reduced |
| Dark Forest Capital Management LP | 5,609 | $308.4K | 0.03% | +5,609 | New |
| Verition Fund Management LLC | 5,535 | $304.4K | 0.00% | +5,535 | New |
| Victory Capital Management Inc | 5,525 | $303.8K | 0.00% | −35−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 5,212 | $286.6K | 0.00% | +102+2.0% | Added |
| Amalgamated Bank | 5,166 | $284.0K | 0.00% | −387−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,144 | $283.0K | 0.02% | −96−1.8% | Reduced |
| Maryland State Retirement & Pension System | 5,146 | $283.0K | 0.01% | −173−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 5,124 | $281.8K | 0.00% | −2,143−29.5% | Reduced |
| Alps Advisors Inc | 5,102 | $280.6K | 0.00% | +40+0.8% | Added |
| Pitcairn Co | 5,057 | $278.1K | 0.02% | +387+8.3% | Added |
| Teachers Retirement System of the State of Kentucky | 4,746 | $261.0K | 0.00% | +200+4.4% | Added |
| Deutsche Bank AG | 4,634 | $254.8K | 0.00% | −3,521−43.2% | Reduced |
| Quantbot Technologies LP | 4,570 | $251.3K | 0.02% | +1,528+50.2% | Added |
| Summit Global Investments | 4,500 | $247.0K | 0.02% | −1,400−23.7% | Reduced |
| Sequoia Financial Advisors, LLC | 4,250 | $233.7K | 0.00% | +4,250 | New |
| Occudo Quantitative Strategies LP | 4,201 | $231.0K | 0.02% | +4,201 | New |
| Oregon Public Employees Retirement Fund | 4,162 | $228.9K | 0.00% | −100−2.3% | Reduced |
| Squarepoint Ops LLC | 4,054 | $222.9K | 0.00% | +4,054 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $220.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,904 | $214.7K | 0.00% | −334−7.9% | Reduced |
| Petrus Trust Company, LTA | 3,899 | $214.4K | 0.02% | −1,119−22.3% | Reduced |
| Miller Howard Investments Inc | 3,875 | $213.1K | 0.01% | +3,875 | New |
| Intrust Bank NA | 3,865 | $212.5K | 0.03% | −1,038−21.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,800 | $209.0K | 0.00% | +3,800 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 3,105 | $170.7K | 0.01% | +2,282+277.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,103 | $170.6K | 0.00% | −3,019−49.3% | Reduced |
| Capital Impact Advisors, LLC | 2,684 | $147.6K | 0.16% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,536 | $139.4K | 0.01% | +2,536 | New |
| Benjamin F. Edwards & Company, Inc. | 2,363 | $130.0K | 0.00% | +1,141+93.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $109.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,888 | $103.9K | 0.00% | +154+8.9% | Added |
| Globeflex Capital L P | 1,517 | $83.4K | 0.01% | −183−10.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,413 | $77.7K | 0.00% | −480−25.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $59.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 964 | $53.0K | 0.00% | −265−21.6% | Reduced |
| Metropolitan Life Insurance Co | 757 | $41.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 680 | $37.4K | 0.00% | +557+452.8% | Added |
| Lazard Asset Management LLC | 669 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 585 | $32.2K | 0.01% | +12+2.1% | Added |
| Quadrant Capital Group LLC | 557 | $30.6K | 0.00% | +350+169.1% | Added |
| US Bancorp | 535 | $29.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $28.0K | 0.00% | +240+87.6% | Added |
| Huntington National Bank | 351 | $19.3K | 0.00% | −40−10.2% | Reduced |
| Umb Bank N A | 163 | $8.96K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $8.19K | 0.00% | +71+91.0% | Added |
| Raleigh Capital Management Inc. | 140 | $7.67K | 0.00% | +52+59.1% | Added |
| Gladius Capital Management LP | 128 | $7.04K | 0.00% | +27+26.7% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $5.22K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $1.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +15+500.0% | Added |
| Glassman Wealth Services | 13 | $715 | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $495 | 0.00% | +9 | New |
| Ridgewood Investments LLC | 0 | $7 | 0.00% | −63−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| 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 |