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