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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 9,854 | $613.4K | 0.00% | −2,992−23.3% | Reduced |
| Unison Advisors LLC | 9,873 | $614.6K | 0.07% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,900 | $616.3K | 0.22% | −9,800−49.7% | Reduced |
| Dana Investment Advisors, Inc. | 10,300 | $641.2K | 0.03% | −3,092−23.1% | Reduced |
| Ensign Peak Advisors, Inc | 10,550 | $656.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,765 | $670.1K | 0.00% | +1,160+12.1% | Added |
| XTX Topco Ltd | 10,914 | $679.4K | 0.12% | +10,914 | New |
| Texas Permanent School Fund | 11,108 | $691.5K | 0.01% | −521−4.5% | Reduced |
| First Trust Advisors LP | 11,133 | $693.0K | 0.00% | +801+7.8% | Added |
| Los Angeles Capital Management LLC | 11,346 | $706.3K | 0.00% | +11,346 | New |
| Great West Life Assurance Co | 11,477 | $713.0K | 0.00% | −209−1.8% | Reduced |
| Citigroup Inc | 11,874 | $739.2K | 0.00% | −10,345−46.6% | Reduced |
| Thrivent Financial for Lutherans | 11,965 | $745.0K | 0.00% | −7,131−37.3% | Reduced |
| Russell Investments Group, Ltd. | 12,047 | $749.9K | 0.00% | +270+2.3% | Added |
| SummerHaven Investment Management, LLC | 12,369 | $770.0K | 0.57% | +3,037+32.5% | Added |
| Envestnet Asset Management Inc | 13,173 | $820.0K | 0.00% | +4,834+58.0% | Added |
| New York State Teachers Retirement System | 13,463 | $838.0K | 0.00% | −100−0.7% | Reduced |
| Rafferty Asset Management, LLC | 13,504 | $840.6K | 0.00% | −3,219−19.2% | Reduced |
| Alliancebernstein L.P. | 13,800 | $859.0K | 0.00% | −740−5.1% | Reduced |
| Putnam Investments LLC | 14,276 | $888.7K | 0.00% | +7,233+102.7% | Added |
| Janus Henderson Group PLC | 14,518 | $903.3K | 0.00% | +5,537+61.7% | Added |
| BNP Paribas Arbitrage, SA | 14,603 | $909.0K | 0.00% | +9,479+185.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,937 | $929.8K | 0.00% | +14,937 | New |
| Prudential Financial Inc | 15,057 | $937.3K | 0.00% | −1,070−6.6% | Reduced |
| California State Teachers Retirement System | 15,083 | $938.9K | 0.00% | −1,104−6.8% | Reduced |
| Teacher Retirement System of Texas | 15,109 | $941.0K | 0.01% | +4,245+39.1% | Added |
| Guggenheim Capital LLC | 15,785 | $982.6K | 0.01% | −4,476−22.1% | Reduced |
| Gsa Capital Partners LLP | 16,021 | $997.0K | 0.09% | +2,609+19.5% | Added |
| Jackson Creek Investment Advisors LLC | 16,027 | $998.0K | 0.42% | +16,027 | New |
| Public Sector Pension Investment Board | 16,166 | $1.01M | 0.01% | −7,279−31.0% | Reduced |
| Franklin Resources Inc | 16,735 | $1.04M | 0.00% | −2,773−14.2% | Reduced |
| Victory Capital Management Inc | 16,865 | $1.05M | 0.00% | +11,340+205.2% | Added |
| Algert Global LLC | 17,368 | $1.08M | 0.05% | +17,368 | New |
| ClariVest Asset Management LLC | 17,380 | $1.08M | 0.06% | +3,615+26.3% | Added |
| Cornercap Investment Counsel Inc | 18,183 | $1.13M | 0.21% | −276−1.5% | Reduced |
| Engineers Gate Manager LP | 18,676 | $1.16M | 0.04% | −6,335−25.3% | Reduced |
| Royce & Associates LP | 20,741 | $1.29M | 0.01% | +3,515+20.4% | Added |
| Zacks Investment Management | 20,997 | $1.31M | 0.02% | +812+4.0% | Added |
| Bank of America Corp | 21,599 | $1.34M | 0.00% | +602+2.9% | Added |
| Price T Rowe Associates Inc | 22,441 | $1.40M | 0.00% | +153+0.7% | Added |
| State of Tennessee, Treasury Department | 22,607 | $1.41M | 0.01% | −2,778−10.9% | Reduced |
| Credit Suisse AG | 23,169 | $1.44M | 0.00% | +396+1.7% | Added |
| Massachusetts Financial Services Co | 23,790 | $1.48M | 0.00% | −912−3.7% | Reduced |
| Barclays PLC | 25,163 | $1.57M | 0.00% | +990+4.1% | Added |
| Virginia Retirement Systems Et Al | 25,200 | $1.57M | 0.02% | −6,300−20.0% | Reduced |
| New York State Common Retirement Fund | 28,407 | $1.77M | 0.00% | −1,795−5.9% | Reduced |
| Federated Hermes, Inc. | 29,739 | $1.85M | 0.00% | −905−3.0% | Reduced |
| Swiss National Bank | 30,289 | $1.89M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 31,457 | $1.96M | 0.01% | +25,372+417.0% | Added |
| 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 |
| Legal & General Group Plc | 35,828 | $2.23M | 0.00% | −1,391−3.7% | Reduced |
| Two Sigma Investments, LP | 39,956 | $2.49M | 0.01% | −359−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 45,205 | $2.81M | 0.02% | +24,445+117.8% | Added |
| Two Sigma Advisers, LP | 50,900 | $3.17M | 0.01% | −14,100−21.7% | Reduced |
| Rhumbline Advisers | 54,921 | $3.42M | 0.00% | +1,161+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 64,699 | $4.03M | 0.00% | +13,164+25.5% | Added |
| AQR Capital Management LLC | 69,277 | $4.31M | 0.01% | +27,162+64.5% | Added |
| Ameriprise Financial Inc | 69,983 | $4.36M | 0.00% | −1,324−1.9% | Reduced |
| JPMorgan Chase & Co | 70,877 | $4.41M | 0.00% | −42,353−37.4% | Reduced |
| FMR LLC | 71,412 | $4.45M | 0.00% | −387,443−84.4% | Reduced |
| Royal Bank of Canada | 73,677 | $4.59M | 0.00% | +12,296+20.0% | Added |
| Principal Financial Group Inc | 75,290 | $4.69M | 0.00% | −2,906−3.7% | Reduced |
| Oberweis Asset Management Inc | 82,600 | $5.14M | 0.55% | +25,600+44.9% | Added |
| Invesco Ltd. | 89,637 | $5.58M | 0.00% | −35,322−28.3% | Reduced |
| Charles Schwab Investment Management Inc | 107,536 | $6.69M | 0.00% | +5,305+5.2% | Added |
| Maltese Capital Management LLC | 110,000 | $6.85M | 2.61% | −4,700−4.1% | Reduced |
| American Century Companies Inc | 112,126 | $6.98M | 0.01% | +23,032+25.9% | Added |
| Goldman Sachs Group Inc | 122,278 | $7.61M | 0.00% | −85,491−41.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 129,010 | $8.03M | 0.03% | −56,430−30.4% | Reduced |
| Renaissance Technologies LLC | 138,955 | $8.65M | 0.01% | +15,500+12.6% | Added |
| Phocas Financial Corp. | 147,989 | $9.21M | 1.34% | −204−0.1% | Reduced |
| Bank of New York Mellon Corp | 152,271 | $9.48M | 0.00% | −9,533−5.9% | Reduced |
| Northern Trust Corp | 195,803 | $12.2M | 0.00% | −736−0.4% | Reduced |
| Morgan Stanley | 197,147 | $12.3M | 0.00% | +21,148+12.0% | Added |
| Millennium Management LLC | 243,082 | $15.1M | 0.02% | +42,853+21.4% | Added |
| Stieven Capital Advisors, L.P. | 253,788 | $15.8M | 4.10% | −10,500−4.0% | Reduced |
| HSBC Holdings PLC | 267,339 | $16.7M | 0.02% | −18,422−6.4% | Reduced |
| Geode Capital Management, LLC | 307,641 | $19.2M | 0.00% | +13,554+4.6% | Added |
| Nuveen Asset Management, LLC | 465,025 | $28.9M | 0.01% | +40,403+9.5% | Added |
| Boston Partners | 484,898 | $30.0M | 0.04% | −23,633−4.6% | Reduced |
| State Street Corp | 581,670 | $36.2M | 0.00% | −14,474−2.4% | Reduced |
| Dimensional Fund Advisors LP | 656,997 | $40.9M | 0.01% | +35,246+5.7% | Added |
| Vanguard Group Inc | 870,881 | $54.2M | 0.00% | −839−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,346,957 | $83.8M | 0.06% | +5000.0% | Added |
| BlackRock Inc. | 1,406,548 | $87.6M | 0.00% | +17,689+1.3% | Added |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,706−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −7,308−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | 0 | Sold out |