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, Q3 2023
Institutional positions in Preferred Bank as of Sep 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
- 186
- +18 vs. Q2 2023
- Shares held
- 10.4M
- −329.8K (−3.1%) vs. Q2 2023
- Total value
- $649.9M
- +$56.7M (+9.6%) vs. Q2 2023
- New holders
- 32
- 59 more added
- Sold out
- 14
- 70 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,406,548 | $87.6M | 0.00% | +17,689+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,346,957 | $83.8M | 0.06% | +5000.0% | Added |
| Vanguard Group Inc | 870,881 | $54.2M | 0.00% | −839−0.1% | Reduced |
| Dimensional Fund Advisors LP | 656,997 | $40.9M | 0.01% | +35,246+5.7% | Added |
| State Street Corp | 581,670 | $36.2M | 0.00% | −14,474−2.4% | Reduced |
| Boston Partners | 484,898 | $30.0M | 0.04% | −23,633−4.6% | Reduced |
| Nuveen Asset Management, LLC | 465,025 | $28.9M | 0.01% | +40,403+9.5% | Added |
| Geode Capital Management, LLC | 307,641 | $19.2M | 0.00% | +13,554+4.6% | Added |
| HSBC Holdings PLC | 267,339 | $16.7M | 0.02% | −18,422−6.4% | Reduced |
| Stieven Capital Advisors, L.P. | 253,788 | $15.8M | 4.10% | −10,500−4.0% | Reduced |
| Millennium Management LLC | 243,082 | $15.1M | 0.02% | +42,853+21.4% | Added |
| Morgan Stanley | 197,147 | $12.3M | 0.00% | +21,148+12.0% | Added |
| Northern Trust Corp | 195,803 | $12.2M | 0.00% | −736−0.4% | Reduced |
| Bank of New York Mellon Corp | 152,271 | $9.48M | 0.00% | −9,533−5.9% | Reduced |
| Phocas Financial Corp. | 147,989 | $9.21M | 1.34% | −204−0.1% | Reduced |
| Renaissance Technologies LLC | 138,955 | $8.65M | 0.01% | +15,500+12.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 129,010 | $8.03M | 0.03% | −56,430−30.4% | Reduced |
| Goldman Sachs Group Inc | 122,278 | $7.61M | 0.00% | −85,491−41.1% | Reduced |
| American Century Companies Inc | 112,126 | $6.98M | 0.01% | +23,032+25.9% | Added |
| Maltese Capital Management LLC | 110,000 | $6.85M | 2.61% | −4,700−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 107,536 | $6.69M | 0.00% | +5,305+5.2% | Added |
| Invesco Ltd. | 89,637 | $5.58M | 0.00% | −35,322−28.3% | Reduced |
| Oberweis Asset Management Inc | 82,600 | $5.14M | 0.55% | +25,600+44.9% | Added |
| Principal Financial Group Inc | 75,290 | $4.69M | 0.00% | −2,906−3.7% | Reduced |
| Royal Bank of Canada | 73,677 | $4.59M | 0.00% | +12,296+20.0% | Added |
| FMR LLC | 71,412 | $4.45M | 0.00% | −387,443−84.4% | Reduced |
| JPMorgan Chase & Co | 70,877 | $4.41M | 0.00% | −42,353−37.4% | Reduced |
| Ameriprise Financial Inc | 69,983 | $4.36M | 0.00% | −1,324−1.9% | Reduced |
| AQR Capital Management LLC | 69,277 | $4.31M | 0.01% | +27,162+64.5% | Added |
| Arrowstreet Capital, Limited Partnership | 64,699 | $4.03M | 0.00% | +13,164+25.5% | Added |
| Rhumbline Advisers | 54,921 | $3.42M | 0.00% | +1,161+2.2% | Added |
| Two Sigma Advisers, LP | 50,900 | $3.17M | 0.01% | −14,100−21.7% | Reduced |
| Brandywine Global Investment Management, LLC | 45,205 | $2.81M | 0.02% | +24,445+117.8% | Added |
| Two Sigma Investments, LP | 39,956 | $2.49M | 0.01% | −359−0.9% | Reduced |
| Legal & General Group Plc | 35,828 | $2.23M | 0.00% | −1,391−3.7% | Reduced |
| Bridgeway Capital Management, LLC | 34,705 | $2.16M | 0.05% | +2,844+8.9% | Added |
| Empowered Funds, LLC | 34,705 | $2.16M | 0.06% | +2,844+8.9% | Added |
| Jacobs Levy Equity Management, Inc | 31,457 | $1.96M | 0.01% | +25,372+417.0% | Added |
| Swiss National Bank | 30,289 | $1.89M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 29,739 | $1.85M | 0.00% | −905−3.0% | Reduced |
| New York State Common Retirement Fund | 28,407 | $1.77M | 0.00% | −1,795−5.9% | Reduced |
| Virginia Retirement Systems Et Al | 25,200 | $1.57M | 0.02% | −6,300−20.0% | Reduced |
| Barclays PLC | 25,163 | $1.57M | 0.00% | +990+4.1% | Added |
| Massachusetts Financial Services Co | 23,790 | $1.48M | 0.00% | −912−3.7% | Reduced |
| Credit Suisse AG | 23,169 | $1.44M | 0.00% | +396+1.7% | Added |
| State of Tennessee, Treasury Department | 22,607 | $1.41M | 0.01% | −2,778−10.9% | Reduced |
| Price T Rowe Associates Inc | 22,441 | $1.40M | 0.00% | +153+0.7% | Added |
| Bank of America Corp | 21,599 | $1.34M | 0.00% | +602+2.9% | Added |
| Zacks Investment Management | 20,997 | $1.31M | 0.02% | +812+4.0% | Added |
| Royce & Associates LP | 20,741 | $1.29M | 0.01% | +3,515+20.4% | Added |
| Engineers Gate Manager LP | 18,676 | $1.16M | 0.04% | −6,335−25.3% | Reduced |
| Cornercap Investment Counsel Inc | 18,183 | $1.13M | 0.21% | −276−1.5% | Reduced |
| ClariVest Asset Management LLC | 17,380 | $1.08M | 0.06% | +3,615+26.3% | Added |
| Algert Global LLC | 17,368 | $1.08M | 0.05% | +17,368 | New |
| Victory Capital Management Inc | 16,865 | $1.05M | 0.00% | +11,340+205.2% | Added |
| Franklin Resources Inc | 16,735 | $1.04M | 0.00% | −2,773−14.2% | Reduced |
| Public Sector Pension Investment Board | 16,166 | $1.01M | 0.01% | −7,279−31.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 16,027 | $998.0K | 0.42% | +16,027 | New |
| Gsa Capital Partners LLP | 16,021 | $997.0K | 0.09% | +2,609+19.5% | Added |
| Guggenheim Capital LLC | 15,785 | $982.6K | 0.01% | −4,476−22.1% | Reduced |
| Teacher Retirement System of Texas | 15,109 | $941.0K | 0.01% | +4,245+39.1% | Added |
| California State Teachers Retirement System | 15,083 | $938.9K | 0.00% | −1,104−6.8% | Reduced |
| Prudential Financial Inc | 15,057 | $937.3K | 0.00% | −1,070−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,937 | $929.8K | 0.00% | +14,937 | New |
| BNP Paribas Arbitrage, SA | 14,603 | $909.0K | 0.00% | +9,479+185.0% | Added |
| Janus Henderson Group PLC | 14,518 | $903.3K | 0.00% | +5,537+61.7% | Added |
| Putnam Investments LLC | 14,276 | $888.7K | 0.00% | +7,233+102.7% | Added |
| Alliancebernstein L.P. | 13,800 | $859.0K | 0.00% | −740−5.1% | Reduced |
| Rafferty Asset Management, LLC | 13,504 | $840.6K | 0.00% | −3,219−19.2% | Reduced |
| New York State Teachers Retirement System | 13,463 | $838.0K | 0.00% | −100−0.7% | Reduced |
| Envestnet Asset Management Inc | 13,173 | $820.0K | 0.00% | +4,834+58.0% | Added |
| SummerHaven Investment Management, LLC | 12,369 | $770.0K | 0.57% | +3,037+32.5% | Added |
| Russell Investments Group, Ltd. | 12,047 | $749.9K | 0.00% | +270+2.3% | Added |
| Thrivent Financial for Lutherans | 11,965 | $745.0K | 0.00% | −7,131−37.3% | Reduced |
| Citigroup Inc | 11,874 | $739.2K | 0.00% | −10,345−46.6% | Reduced |
| Great West Life Assurance Co | 11,477 | $713.0K | 0.00% | −209−1.8% | Reduced |
| Los Angeles Capital Management LLC | 11,346 | $706.3K | 0.00% | +11,346 | New |
| First Trust Advisors LP | 11,133 | $693.0K | 0.00% | +801+7.8% | Added |
| Texas Permanent School Fund | 11,108 | $691.5K | 0.01% | −521−4.5% | Reduced |
| XTX Topco Ltd | 10,914 | $679.4K | 0.12% | +10,914 | New |
| Citadel Advisors LLC | 10,765 | $670.1K | 0.00% | +1,160+12.1% | Added |
| Ensign Peak Advisors, Inc | 10,550 | $656.7K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,300 | $641.2K | 0.03% | −3,092−23.1% | Reduced |
| Denali Advisors LLC | 9,900 | $616.3K | 0.22% | −9,800−49.7% | Reduced |
| Unison Advisors LLC | 9,873 | $614.6K | 0.07% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 9,854 | $613.4K | 0.00% | −2,992−23.3% | Reduced |
| PDT Partners, LLC | 9,226 | $574.3K | 0.07% | +9,226 | New |
| HRT Financial LP | 9,117 | $567.0K | 0.01% | +965+11.8% | Added |
| Susquehanna International Group, LLP | 8,795 | $547.5K | 0.00% | +423+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,744 | $544.3K | 0.00% | −6,186−41.4% | Reduced |
| Squarepoint Ops LLC | 8,699 | $541.5K | 0.00% | +4,645+114.6% | Added |
| Alpha DNA Investment Management LLC | 8,652 | $538.6K | 0.35% | +8,652 | New |
| AE Wealth Management LLC | 8,643 | $538.0K | 0.00% | +8,643 | New |
| Quadrature Capital Ltd | 8,621 | $536.5K | 0.01% | +1,004+13.2% | Added |
| Capital Impact Advisors, LLC | 8,560 | $532.9K | 0.89% | +5,876+218.9% | Added |
| Jane Street Group, LLC | 8,217 | $511.5K | 0.00% | +970+13.4% | Added |
| State of Alaska, Department of Revenue | 8,144 | $506.0K | 0.01% | −547−6.3% | Reduced |
| Balyasny Asset Management LLC | 8,044 | $500.7K | 0.00% | −6,916−46.2% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $475.5K | 0.32% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 7,632 | $475.1K | 0.20% | +7,632 | New |