Preferred Bank

PFBC

Exchange: Nasdaq
SEC CIK: 0001492165

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Preferred Bank changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of PFBC: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	186	1	195	+10
Shares	10.4M	25.2K	10.5M	+77.3K (+0.7%)
Value	$649.9M	$1.57M	$766.9M	+$118.5M (+18.3%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Preferred Bank at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PFBC in Q4 2023
Institution	Shares	Value	% of portfolio
Smith, Graham & Co., Investment Advisors, LP	89,276	$6.52M	0.75%
Cubist Systematic Strategies, LLC	33,224	$2.43M	0.03%
Qube Research & Technologies Ltd	27,515	$2.01M	0.00%
ExodusPoint Capital Management, LP	13,829	$1.01M	0.01%
Trexquant Investment LP	12,902	$942.5K	0.02%
Gallacher Capital Management LLC	6,975	$509.5K	0.28%
Janney Montgomery Scott LLC	6,878	$502.0K	0.00%
Quest Partners LLC	5,503	$402.0K	0.09%
Centiva Capital, LP	5,401	$394.5K	0.02%
Brevan Howard Capital Management LP	4,484	$327.6K	0.03%
Mount Yale Investment Advisors, LLC	3,473	$253.7K	0.02%
Scientech Research LLC	3,422	$249.5K	0.25%
Prelude Capital Management, LLC	3,279	$239.5K	0.02%
Keebeck Alpha, LP	3,279	$239.5K	0.19%
Everence Capital Management Inc	2,910	$213.0K	0.02%
Corton Capital Inc.	2,751	$201.0K	0.06%
AJOVista, LLC	1,377	$100.6K	0.13%
Point72 Asset Management, L.P.	1,000	$73.0K	0.00%
Quantbot Technologies LP	839	$61.3K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	805	$58.8K	0.01%
McGlone Suttner Wealth Management, Inc.	468	$34.2K	0.01%
EntryPoint Capital, LLC	239	$17.5K	0.02%
Scarborough Advisors, LLC	204	$14.9K	0.00%
GAMMA Investing LLC	182	$13.1K	0.00%
Advisory Services Network, LLC	43	$3.14K	0.00%
Fortitude Family Office, LLC	30	$2.19K	0.00%

Sold out (16)

Institutions that held Preferred Bank at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of PFBC in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Denali Advisors LLC	9,900	$616.3K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	8,744	$544.3K
Alpha DNA Investment Management LLC	8,652	$538.6K
AE Wealth Management LLC	8,643	$538.0K
Mach-1 Financial Group, Inc.	7,632	$475.1K
Summit Global Investments	5,706	$355.0K
Hennion & Walsh Asset Management, Inc.	4,659	$290.0K
Bank of Montreal	4,391	$278.5K
SG Americas Securities, LLC	3,720	$232.0K
D. E. Shaw & Co., Inc.	3,397	$211.5K
Vident Advisory, LLC	3,286	$204.6K
BluePath Capital Management, LLC	529	$32.9K
Financial Management Professionals, Inc.	455	$28.0K
Simplex Trading, LLC	129	$8.00K
Assetmark, Inc	2	$125
Avion Wealth	8	$0

Not filed for Q4 2023 yet (1)

Institutions that held Preferred Bank at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Virginia Retirement Systems Et Al	25,200	$1.57M