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, Q4 2023
Institutional positions in Preferred Bank as of Dec 31, 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
- 195
- +10 vs. Q3 2023
- Shares held
- 10.5M
- +77.3K (+0.7%) vs. Q3 2023
- Total value
- $766.9M
- +$118.5M (+18.3%) vs. Q3 2023
- New holders
- 26
- 73 more added
- Sold out
- 16
- 72 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,327,821 | $97.0M | 0.00% | −78,727−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 868,645 | $63.5M | 0.04% | −478,312−35.5% | Reduced |
| Vanguard Group Inc | 857,142 | $62.6M | 0.00% | −13,739−1.6% | Reduced |
| Dimensional Fund Advisors LP | 667,256 | $48.7M | 0.01% | +10,259+1.6% | Added |
| State Street Corp | 609,545 | $44.5M | 0.00% | +27,875+4.8% | Added |
| Nuveen Asset Management, LLC | 530,270 | $38.7M | 0.01% | +65,245+14.0% | Added |
| Boston Partners | 465,650 | $34.0M | 0.05% | −19,248−4.0% | Reduced |
| Geode Capital Management, LLC | 308,277 | $22.5M | 0.00% | +636+0.2% | Added |
| Millennium Management LLC | 290,267 | $21.2M | 0.02% | +47,185+19.4% | Added |
| HSBC Holdings PLC | 258,473 | $19.1M | 0.02% | −8,866−3.3% | Reduced |
| Stieven Capital Advisors, L.P. | 240,576 | $17.6M | 3.77% | −13,212−5.2% | Reduced |
| Morgan Stanley | 218,565 | $16.0M | 0.00% | +21,418+10.9% | Added |
| Northern Trust Corp | 195,897 | $14.3M | 0.00% | +940.0% | Added |
| JPMorgan Chase & Co | 190,378 | $13.9M | 0.00% | +119,501+168.6% | Added |
| Goldman Sachs Group Inc | 169,716 | $12.4M | 0.00% | +47,438+38.8% | Added |
| Bank of New York Mellon Corp | 165,143 | $12.1M | 0.00% | +12,872+8.5% | Added |
| American Century Companies Inc | 163,437 | $11.9M | 0.01% | +51,311+45.8% | Added |
| Phocas Financial Corp. | 150,897 | $11.0M | 1.46% | +2,908+2.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 130,510 | $9.53M | 0.03% | +1,500+1.2% | Added |
| Renaissance Technologies LLC | 125,455 | $9.16M | 0.01% | −13,500−9.7% | Reduced |
| Maltese Capital Management LLC | 111,045 | $8.11M | 2.28% | +1,045+1.0% | Added |
| Charles Schwab Investment Management Inc | 107,233 | $7.83M | 0.00% | −303−0.3% | Reduced |
| Royal Bank of Canada | 102,430 | $7.48M | 0.00% | +28,753+39.0% | Added |
| Oberweis Asset Management Inc | 89,600 | $6.55M | 0.61% | +7,000+8.5% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 89,276 | $6.52M | 0.75% | +89,276 | New |
| AQR Capital Management LLC | 82,076 | $6.00M | 0.01% | +12,799+18.5% | Added |
| Ameriprise Financial Inc | 73,028 | $5.33M | 0.00% | +3,045+4.4% | Added |
| Principal Financial Group Inc | 71,392 | $5.22M | 0.00% | −3,898−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 68,917 | $5.03M | 0.01% | +4,218+6.5% | Added |
| Bridgeway Capital Management, LLC | 58,887 | $4.30M | 0.09% | +24,182+69.7% | Added |
| Rhumbline Advisers | 53,482 | $3.91M | 0.00% | −1,439−2.6% | Reduced |
| Two Sigma Advisers, LP | 52,400 | $3.83M | 0.01% | +1,500+2.9% | Added |
| Invesco Ltd. | 51,853 | $3.79M | 0.00% | −37,784−42.2% | Reduced |
| Algert Global LLC | 47,408 | $3.46M | 0.14% | +30,040+173.0% | Added |
| Two Sigma Investments, LP | 44,909 | $3.28M | 0.01% | +4,953+12.4% | Added |
| Brandywine Global Investment Management, LLC | 40,971 | $2.99M | 0.02% | −4,234−9.4% | Reduced |
| Empowered Funds, LLC | 38,054 | $2.78M | 0.07% | +3,349+9.6% | Added |
| Bank of America Corp | 35,082 | $2.56M | 0.00% | +13,483+62.4% | Added |
| Legal & General Group Plc | 34,589 | $2.53M | 0.00% | −1,239−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 33,224 | $2.43M | 0.03% | +33,224 | New |
| Barclays PLC | 32,377 | $2.37M | 0.00% | +7,214+28.7% | Added |
| Jacobs Levy Equity Management, Inc | 31,530 | $2.30M | 0.01% | +73+0.2% | Added |
| Citadel Advisors LLC | 31,011 | $2.27M | 0.00% | +20,246+188.1% | Added |
| Federated Hermes, Inc. | 29,965 | $2.19M | 0.01% | +226+0.8% | Added |
| Royce & Associates LP | 28,347 | $2.07M | 0.02% | +7,606+36.7% | Added |
| Qube Research & Technologies Ltd | 27,515 | $2.01M | 0.00% | +27,515 | New |
| Swiss National Bank | 26,989 | $1.97M | 0.00% | −3,300−10.9% | Reduced |
| Public Sector Pension Investment Board | 25,933 | $1.89M | 0.01% | +9,767+60.4% | Added |
| Victory Capital Management Inc | 24,901 | $1.82M | 0.00% | +8,036+47.6% | Added |
| Credit Suisse AG | 24,602 | $1.80M | 0.00% | +1,433+6.2% | Added |
| New York State Common Retirement Fund | 23,911 | $1.75M | 0.00% | −4,496−15.8% | Reduced |
| Engineers Gate Manager LP | 23,903 | $1.75M | 0.05% | +5,227+28.0% | Added |
| Massachusetts Financial Services Co | 23,061 | $1.68M | 0.00% | −729−3.1% | Reduced |
| Price T Rowe Associates Inc | 22,662 | $1.66M | 0.00% | +221+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,389 | $1.64M | 0.01% | +7,452+49.9% | Added |
| Citigroup Inc | 22,298 | $1.63M | 0.00% | +10,424+87.8% | Added |
| HRT Financial LP | 21,009 | $1.53M | 0.01% | +11,892+130.4% | Added |
| Rafferty Asset Management, LLC | 20,354 | $1.49M | 0.01% | +6,850+50.7% | Added |
| Gsa Capital Partners LLP | 20,225 | $1.48M | 0.12% | +4,204+26.2% | Added |
| Zacks Investment Management | 20,050 | $1.46M | 0.02% | −947−4.5% | Reduced |
| Jane Street Group, LLC | 18,421 | $1.35M | 0.00% | +10,204+124.2% | Added |
| State of Tennessee, Treasury Department | 18,318 | $1.34M | 0.01% | −4,289−19.0% | Reduced |
| Cornercap Investment Counsel Inc | 18,183 | $1.33M | 0.22% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17,763 | $1.30M | 0.07% | +383+2.2% | Added |
| Susquehanna International Group, LLP | 17,663 | $1.29M | 0.00% | +8,868+100.8% | Added |
| Quadrature Capital Ltd | 16,959 | $1.24M | 0.02% | +8,338+96.7% | Added |
| UBS Group AG | 16,558 | $1.21M | 0.00% | +12,037+266.2% | Added |
| Versor Investments LP | 16,054 | $1.17M | 0.24% | +10,000+165.2% | Added |
| Jackson Creek Investment Advisors LLC | 16,023 | $1.17M | 0.45% | −40.0% | Reduced |
| Janus Henderson Group PLC | 15,551 | $1.14M | 0.00% | +1,033+7.1% | Added |
| Russell Investments Group, Ltd. | 14,718 | $1.08M | 0.00% | +2,671+22.2% | Added |
| Prudential Financial Inc | 14,367 | $1.05M | 0.00% | −690−4.6% | Reduced |
| California State Teachers Retirement System | 14,349 | $1.05M | 0.00% | −734−4.9% | Reduced |
| Franklin Resources Inc | 13,916 | $1.02M | 0.00% | −2,819−16.8% | Reduced |
| Putnam Investments LLC | 13,844 | $1.01M | 0.00% | −432−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,829 | $1.01M | 0.01% | +13,829 | New |
| Alliancebernstein L.P. | 13,800 | $1.01M | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 13,503 | $986.4K | 0.13% | +9,356+225.6% | Added |
| Envestnet Asset Management Inc | 13,400 | $978.9K | 0.00% | +227+1.7% | Added |
| New York State Teachers Retirement System | 13,230 | $966.0K | 0.00% | −233−1.7% | Reduced |
| Trexquant Investment LP | 12,902 | $942.5K | 0.02% | +12,902 | New |
| Voloridge Investment Management, LLC | 12,856 | $939.1K | 0.00% | +6,940+117.3% | Added |
| SummerHaven Investment Management, LLC | 12,516 | $914.3K | 0.59% | +147+1.2% | Added |
| Thrivent Financial for Lutherans | 11,135 | $813.0K | 0.00% | −830−6.9% | Reduced |
| Texas Permanent School Fund | 10,795 | $788.6K | 0.01% | −313−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 10,550 | $770.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 10,532 | $767.0K | 0.00% | −945−8.2% | Reduced |
| Unison Advisors LLC | 9,958 | $727.4K | 0.08% | +85+0.9% | Added |
| Los Angeles Capital Management LLC | 9,883 | $722.0K | 0.00% | −1,463−12.9% | Reduced |
| UBS Asset Management Americas Inc | 9,854 | $719.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,848 | $719.4K | 0.00% | +1,804+22.4% | Added |
| First Trust Advisors LP | 9,527 | $695.9K | 0.00% | −1,606−14.4% | Reduced |
| Dana Investment Advisors, Inc. | 9,378 | $685.1K | 0.03% | −922−9.0% | Reduced |
| PDT Partners, LLC | 9,244 | $675.3K | 0.07% | +18+0.2% | Added |
| BNP Paribas Arbitrage, SA | 8,731 | $637.8K | 0.00% | −5,872−40.2% | Reduced |
| Teacher Retirement System of Texas | 8,469 | $619.0K | 0.00% | −6,640−43.9% | Reduced |
| Wedge Capital Management L L P | 8,031 | $586.7K | 0.01% | +874+12.2% | Added |
| State of Alaska, Department of Revenue | 7,784 | $568.0K | 0.01% | −360−4.4% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $558.0K | 0.42% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,196 | $526.0K | 0.01% | −431−5.7% | Reduced |