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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $438 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $657 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $804 | 0.00% | −13−54.2% | Reduced |
| Glassman Wealth Services | 13 | $950 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.39K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $1.39K | 0.00% | −1−5.0% | Reduced |
| Allworth Financial LP | 24 | $1.75K | 0.00% | +13+118.2% | Added |
| Fortitude Family Office, LLC | 30 | $2.19K | 0.00% | +30 | New |
| Macroview Investment Management LLC | 39 | $2.85K | 0.00% | −126−76.4% | Reduced |
| Advisory Services Network, LLC | 43 | $3.14K | 0.00% | +43 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $4.34K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $4.97K | 0.00% | −11−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 105 | $7.67K | 0.00% | +10+10.5% | Added |
| Raleigh Capital Management Inc. | 141 | $10.3K | 0.00% | −12−7.8% | Reduced |
| Fifth Third Bancorp | 155 | $11.3K | 0.00% | +6+4.0% | Added |
| Umb Bank N A | 163 | $11.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 182 | $13.1K | 0.00% | +182 | New |
| Scarborough Advisors, LLC | 204 | $14.9K | 0.00% | +204 | New |
| Quadrant Capital Group LLC | 205 | $15.0K | 0.00% | −3−1.4% | Reduced |
| EntryPoint Capital, LLC | 239 | $17.5K | 0.02% | +239 | New |
| IFP Advisors, Inc | 287 | $21.0K | 0.00% | +161+127.8% | Added |
| NBC Securities, Inc. | 302 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 355 | $25.9K | 0.00% | +9+2.6% | Added |
| Coppell Advisory Solutions LLC | 439 | $32.5K | 0.01% | −148−25.2% | Reduced |
| Gladius Capital Management LP | 445 | $32.5K | 0.02% | +373+518.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 468 | $34.2K | 0.01% | +468 | New |
| CWM, LLC | 616 | $45.0K | 0.00% | +8+1.3% | Added |
| KBC Group NV | 625 | $46.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 635 | $46.4K | 0.01% | −23−3.5% | Reduced |
| Massmutual Trust Co FSB | 726 | $53.0K | 0.00% | +33+4.8% | Added |
| Lazard Asset Management LLC | 754 | $55.0K | 0.00% | +85+12.7% | Added |
| Metropolitan Life Insurance Co | 757 | $55.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $58.0K | 0.00% | −200−20.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 805 | $58.8K | 0.01% | +805 | New |
| Quantbot Technologies LP | 839 | $61.3K | 0.00% | +839 | New |
| Point72 Asset Management, L.P. | 1,000 | $73.0K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,331 | $97.2K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,377 | $100.6K | 0.13% | +1,377 | New |
| The PNC Financial Services Group, Inc. | 1,400 | $102.2K | 0.00% | −15−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,723 | $126.0K | 0.00% | −592−25.6% | Reduced |
| Globeflex Capital L P | 1,904 | $139.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,927 | $140.8K | 0.00% | −338−14.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $144.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,044 | $149.3K | 0.00% | +1,080+112.0% | Added |
| Corton Capital Inc. | 2,751 | $201.0K | 0.06% | +2,751 | New |
| Everence Capital Management Inc | 2,910 | $213.0K | 0.02% | +2,910 | New |
| Virtu Financial LLC | 2,932 | $214.0K | 0.02% | −1,106−27.4% | Reduced |
| US Bancorp | 3,034 | $221.6K | 0.00% | +2,499+467.1% | Added |
| Prelude Capital Management, LLC | 3,279 | $239.5K | 0.02% | +3,279 | New |
| Keebeck Alpha, LP | 3,279 | $239.5K | 0.19% | +3,279 | New |
| Scientech Research LLC | 3,422 | $249.5K | 0.25% | +3,422 | New |
| Mount Yale Investment Advisors, LLC | 3,473 | $253.7K | 0.02% | +3,473 | New |
| Oregon Public Employees Retirement Fund | 3,662 | $267.5K | 0.00% | −200−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,820 | $279.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,833 | $280.0K | 0.00% | −71−1.8% | Reduced |
| Petrus Trust Company, LTA | 3,899 | $284.8K | 0.03% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 3,916 | $286.1K | 0.01% | +48+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $292.2K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,215 | $307.9K | 0.00% | −106−2.5% | Reduced |
| Brevan Howard Capital Management LP | 4,484 | $327.6K | 0.03% | +4,484 | New |
| Guggenheim Capital LLC | 4,541 | $331.7K | 0.00% | −11,244−71.2% | Reduced |
| Maryland State Retirement & Pension System | 4,542 | $331.8K | 0.01% | −276−5.7% | Reduced |
| Wells Fargo & Company | 4,562 | $333.3K | 0.00% | −560−10.9% | Reduced |
| Amalgamated Bank | 4,592 | $335.0K | 0.00% | −549−10.7% | Reduced |
| TD Asset Management Inc | 4,600 | $336.0K | 0.00% | −1,300−22.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $347.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,783 | $349.4K | 0.00% | −429−8.2% | Reduced |
| Truist Financial Corp | 4,907 | $358.5K | 0.00% | −156−3.1% | Reduced |
| FMR LLC | 5,009 | $365.9K | 0.00% | −66,403−93.0% | Reduced |
| Pitcairn Co | 5,047 | $368.7K | 0.03% | +90+1.8% | Added |
| Alps Advisors Inc | 5,117 | $373.8K | 0.00% | −291−5.4% | Reduced |
| XTX Topco Ltd | 5,176 | $378.1K | 0.08% | −5,738−52.6% | Reduced |
| Exchange Traded Concepts, LLC | 5,283 | $385.9K | 0.01% | −764−12.6% | Reduced |
| Voya Investment Management LLC | 5,394 | $394.0K | 0.00% | −594−9.9% | Reduced |
| Centiva Capital, LP | 5,401 | $394.5K | 0.02% | +5,401 | New |
| Deutsche Bank AG | 5,435 | $397.0K | 0.00% | −175−3.1% | Reduced |
| Quest Partners LLC | 5,503 | $402.0K | 0.09% | +5,503 | New |
| SEI Investments Co | 5,688 | $415.5K | 0.00% | +81+1.4% | Added |
| Capital Impact Advisors, LLC | 5,735 | $418.9K | 0.55% | −2,825−33.0% | Reduced |
| Squarepoint Ops LLC | 5,904 | $431.3K | 0.00% | −2,795−32.1% | Reduced |
| Comerica Bank | 6,079 | $444.0K | 0.00% | −270−4.3% | Reduced |
| Louisiana State Employees Retirement System | 6,300 | $460.2K | 0.01% | −400−6.0% | Reduced |
| Intrust Bank NA | 6,385 | $466.4K | 0.05% | +1,365+27.2% | Added |
| Public Employees Retirement System of Ohio | 6,540 | $477.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,643 | $485.3K | 0.00% | −556−7.7% | Reduced |
| Janney Montgomery Scott LLC | 6,878 | $502.0K | 0.00% | +6,878 | New |
| Yousif Capital Management, LLC | 6,891 | $503.4K | 0.01% | −258−3.6% | Reduced |
| Gallacher Capital Management LLC | 6,975 | $509.5K | 0.28% | +6,975 | New |
| Allspring Global Investments Holdings, LLC | 6,983 | $510.1K | 0.00% | +4,077+140.3% | Added |
| Winton Group Ltd | 6,985 | $510.3K | 0.04% | −106−1.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,985 | $510.3K | 0.00% | +1,995+40.0% | Added |
| American International Group, Inc. | 7,023 | $513.0K | 0.00% | −312−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 7,196 | $526.0K | 0.01% | −431−5.7% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $558.0K | 0.42% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,784 | $568.0K | 0.01% | −360−4.4% | Reduced |
| Wedge Capital Management L L P | 8,031 | $586.7K | 0.01% | +874+12.2% | Added |
| Teacher Retirement System of Texas | 8,469 | $619.0K | 0.00% | −6,640−43.9% | Reduced |