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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −15−83.3% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Assetmark, Inc | 2 | $125 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 6 | $374 | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 9 | $560 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $685 | 0.00% | +11 | New |
| Glassman Wealth Services | 13 | $809 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.18K | 0.00% | −24−55.8% | Reduced |
| Lindbrook Capital, LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $3.80K | 0.00% | +61 | New |
| Gladius Capital Management LP | 72 | $4.48K | 0.00% | −56−43.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79 | $4.92K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $5.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 126 | $7.84K | 0.00% | +126 | New |
| Simplex Trading, LLC | 129 | $8.00K | 0.00% | +129 | New |
| Fifth Third Bancorp | 149 | $9.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 153 | $9.53K | 0.00% | +13+9.3% | Added |
| Umb Bank N A | 163 | $10.1K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 165 | $10.3K | 0.01% | +165 | New |
| Quadrant Capital Group LLC | 208 | $12.9K | 0.00% | −349−62.7% | Reduced |
| NBC Securities, Inc. | 302 | $18.0K | 0.00% | +302 | New |
| Huntington National Bank | 346 | $21.5K | 0.00% | −5−1.4% | Reduced |
| Financial Management Professionals, Inc. | 455 | $28.0K | 0.00% | +455 | New |
| BluePath Capital Management, LLC | 529 | $32.9K | 0.03% | +529 | New |
| US Bancorp | 535 | $33.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 608 | $38.0K | 0.00% | +94+18.3% | Added |
| KBC Group NV | 625 | $39.0K | 0.00% | −339−35.2% | Reduced |
| Parkside Financial Bank & Trust | 658 | $41.0K | 0.01% | +73+12.5% | Added |
| Lazard Asset Management LLC | 669 | $41.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 693 | $43.1K | 0.00% | +13+1.9% | Added |
| Coppell Advisory Solutions LLC | 587 | $43.8K | 0.02% | +587 | New |
| Metropolitan Life Insurance Co | 757 | $47.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 964 | $60.0K | 0.00% | −2,141−69.0% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $62.0K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,331 | $82.9K | 0.00% | +250+23.1% | Added |
| The PNC Financial Services Group, Inc. | 1,415 | $88.1K | 0.00% | +2+0.1% | Added |
| Globeflex Capital L P | 1,904 | $118.5K | 0.01% | +387+25.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $123.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,265 | $141.1K | 0.00% | +377+20.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,315 | $144.0K | 0.01% | −48−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,906 | $180.9K | 0.00% | −197−6.3% | Reduced |
| Vident Advisory, LLC | 3,286 | $204.6K | 0.01% | +3,286 | New |
| D. E. Shaw & Co., Inc. | 3,397 | $211.5K | 0.00% | +3,397 | New |
| SG Americas Securities, LLC | 3,720 | $232.0K | 0.00% | +3,720 | New |
| State Board of Administration of Florida Retirement System | 3,820 | $237.8K | 0.00% | +20+0.5% | Added |
| Oregon Public Employees Retirement Fund | 3,862 | $240.4K | 0.00% | −300−7.2% | Reduced |
| Miller Howard Investments Inc | 3,868 | $240.8K | 0.01% | −7−0.2% | Reduced |
| Petrus Trust Company, LTA | 3,899 | $242.7K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,904 | $243.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $249.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,038 | $251.0K | 0.02% | +4,038 | New |
| Occudo Quantitative Strategies LP | 4,147 | $258.2K | 0.03% | −54−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,321 | $269.0K | 0.00% | +71+1.7% | Added |
| Bank of Montreal | 4,391 | $278.5K | 0.00% | +4,391 | New |
| UBS Group AG | 4,521 | $281.4K | 0.00% | −3,977−46.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,659 | $290.0K | 0.02% | −485−9.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $296.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,818 | $299.9K | 0.01% | −328−6.4% | Reduced |
| Pitcairn Co | 4,957 | $308.6K | 0.03% | −100−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,990 | $310.6K | 0.00% | +4,990 | New |
| Intrust Bank NA | 5,020 | $312.5K | 0.04% | +1,155+29.9% | Added |
| Truist Financial Corp | 5,063 | $315.2K | 0.00% | −1,004−16.5% | Reduced |
| Wells Fargo & Company | 5,122 | $318.8K | 0.00% | −2,636−34.0% | Reduced |
| Amalgamated Bank | 5,141 | $320.0K | 0.00% | −25−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 5,212 | $324.4K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,408 | $336.6K | 0.00% | +306+6.0% | Added |
| SEI Investments Co | 5,607 | $349.0K | 0.00% | −2,110−27.3% | Reduced |
| Deutsche Bank AG | 5,610 | $349.2K | 0.00% | +976+21.1% | Added |
| Summit Global Investments | 5,706 | $355.0K | 0.02% | +1,206+26.8% | Added |
| TD Asset Management Inc | 5,900 | $367.3K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 5,916 | $368.3K | 0.00% | +5,916 | New |
| Voya Investment Management LLC | 5,988 | $372.8K | 0.00% | −90−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 6,047 | $376.4K | 0.01% | −9,252−60.5% | Reduced |
| Versor Investments LP | 6,054 | $376.9K | 0.08% | −9,600−61.3% | Reduced |
| Comerica Bank | 6,349 | $395.2K | 0.00% | +6,349 | New |
| Public Employees Retirement System of Ohio | 6,540 | $407.0K | 0.00% | +6,540 | New |
| Louisiana State Employees Retirement System | 6,700 | $417.1K | 0.01% | −200−2.9% | Reduced |
| Winton Group Ltd | 7,091 | $441.4K | 0.04% | −6,350−47.2% | Reduced |
| Yousif Capital Management, LLC | 7,149 | $445.0K | 0.01% | +200+2.9% | Added |
| Wedge Capital Management L L P | 7,157 | $445.5K | 0.01% | −13,444−65.3% | Reduced |
| MetLife Investment Management | 7,199 | $448.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,335 | $456.6K | 0.00% | +151+2.1% | Added |
| Illinois Municipal Retirement Fund | 7,627 | $475.0K | 0.01% | +7,627 | New |
| Mach-1 Financial Group, Inc. | 7,632 | $475.1K | 0.20% | +7,632 | New |
| Virtus Investment Advisers, Inc. | 7,638 | $475.5K | 0.32% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,044 | $500.7K | 0.00% | −6,916−46.2% | Reduced |
| State of Alaska, Department of Revenue | 8,144 | $506.0K | 0.01% | −547−6.3% | Reduced |
| Jane Street Group, LLC | 8,217 | $511.5K | 0.00% | +970+13.4% | Added |
| Capital Impact Advisors, LLC | 8,560 | $532.9K | 0.89% | +5,876+218.9% | Added |
| Quadrature Capital Ltd | 8,621 | $536.5K | 0.01% | +1,004+13.2% | Added |
| AE Wealth Management LLC | 8,643 | $538.0K | 0.00% | +8,643 | New |
| Alpha DNA Investment Management LLC | 8,652 | $538.6K | 0.35% | +8,652 | New |
| Squarepoint Ops LLC | 8,699 | $541.5K | 0.00% | +4,645+114.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,744 | $544.3K | 0.00% | −6,186−41.4% | Reduced |
| Susquehanna International Group, LLP | 8,795 | $547.5K | 0.00% | +423+5.1% | Added |
| HRT Financial LP | 9,117 | $567.0K | 0.01% | +965+11.8% | Added |
| PDT Partners, LLC | 9,226 | $574.3K | 0.07% | +9,226 | New |