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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 8,731 | $637.8K | 0.00% | −5,872−40.2% | Reduced |
| PDT Partners, LLC | 9,244 | $675.3K | 0.07% | +18+0.2% | Added |
| Dana Investment Advisors, Inc. | 9,378 | $685.1K | 0.03% | −922−9.0% | Reduced |
| First Trust Advisors LP | 9,527 | $695.9K | 0.00% | −1,606−14.4% | Reduced |
| Balyasny Asset Management LLC | 9,848 | $719.4K | 0.00% | +1,804+22.4% | Added |
| UBS Asset Management Americas Inc | 9,854 | $719.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,883 | $722.0K | 0.00% | −1,463−12.9% | Reduced |
| Unison Advisors LLC | 9,958 | $727.4K | 0.08% | +85+0.9% | Added |
| Great West Life Assurance Co | 10,532 | $767.0K | 0.00% | −945−8.2% | Reduced |
| Ensign Peak Advisors, Inc | 10,550 | $770.7K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 10,795 | $788.6K | 0.01% | −313−2.8% | Reduced |
| Thrivent Financial for Lutherans | 11,135 | $813.0K | 0.00% | −830−6.9% | Reduced |
| SummerHaven Investment Management, LLC | 12,516 | $914.3K | 0.59% | +147+1.2% | Added |
| Voloridge Investment Management, LLC | 12,856 | $939.1K | 0.00% | +6,940+117.3% | Added |
| Trexquant Investment LP | 12,902 | $942.5K | 0.02% | +12,902 | New |
| New York State Teachers Retirement System | 13,230 | $966.0K | 0.00% | −233−1.7% | Reduced |
| Envestnet Asset Management Inc | 13,400 | $978.9K | 0.00% | +227+1.7% | Added |
| Occudo Quantitative Strategies LP | 13,503 | $986.4K | 0.13% | +9,356+225.6% | Added |
| Alliancebernstein L.P. | 13,800 | $1.01M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,829 | $1.01M | 0.01% | +13,829 | New |
| Putnam Investments LLC | 13,844 | $1.01M | 0.00% | −432−3.0% | Reduced |
| Franklin Resources Inc | 13,916 | $1.02M | 0.00% | −2,819−16.8% | Reduced |
| California State Teachers Retirement System | 14,349 | $1.05M | 0.00% | −734−4.9% | Reduced |
| Prudential Financial Inc | 14,367 | $1.05M | 0.00% | −690−4.6% | Reduced |
| Russell Investments Group, Ltd. | 14,718 | $1.08M | 0.00% | +2,671+22.2% | Added |
| Janus Henderson Group PLC | 15,551 | $1.14M | 0.00% | +1,033+7.1% | Added |
| Jackson Creek Investment Advisors LLC | 16,023 | $1.17M | 0.45% | −40.0% | Reduced |
| Versor Investments LP | 16,054 | $1.17M | 0.24% | +10,000+165.2% | Added |
| UBS Group AG | 16,558 | $1.21M | 0.00% | +12,037+266.2% | Added |
| Quadrature Capital Ltd | 16,959 | $1.24M | 0.02% | +8,338+96.7% | Added |
| Susquehanna International Group, LLP | 17,663 | $1.29M | 0.00% | +8,868+100.8% | Added |
| ClariVest Asset Management LLC | 17,763 | $1.30M | 0.07% | +383+2.2% | Added |
| Cornercap Investment Counsel Inc | 18,183 | $1.33M | 0.22% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 18,318 | $1.34M | 0.01% | −4,289−19.0% | Reduced |
| Jane Street Group, LLC | 18,421 | $1.35M | 0.00% | +10,204+124.2% | Added |
| Zacks Investment Management | 20,050 | $1.46M | 0.02% | −947−4.5% | Reduced |
| Gsa Capital Partners LLP | 20,225 | $1.48M | 0.12% | +4,204+26.2% | Added |
| Rafferty Asset Management, LLC | 20,354 | $1.49M | 0.01% | +6,850+50.7% | Added |
| HRT Financial LP | 21,009 | $1.53M | 0.01% | +11,892+130.4% | Added |
| Citigroup Inc | 22,298 | $1.63M | 0.00% | +10,424+87.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,389 | $1.64M | 0.01% | +7,452+49.9% | Added |
| Price T Rowe Associates Inc | 22,662 | $1.66M | 0.00% | +221+1.0% | Added |
| Massachusetts Financial Services Co | 23,061 | $1.68M | 0.00% | −729−3.1% | Reduced |
| Engineers Gate Manager LP | 23,903 | $1.75M | 0.05% | +5,227+28.0% | Added |
| New York State Common Retirement Fund | 23,911 | $1.75M | 0.00% | −4,496−15.8% | Reduced |
| Credit Suisse AG | 24,602 | $1.80M | 0.00% | +1,433+6.2% | Added |
| Victory Capital Management Inc | 24,901 | $1.82M | 0.00% | +8,036+47.6% | Added |
| Public Sector Pension Investment Board | 25,933 | $1.89M | 0.01% | +9,767+60.4% | Added |
| Swiss National Bank | 26,989 | $1.97M | 0.00% | −3,300−10.9% | Reduced |
| Qube Research & Technologies Ltd | 27,515 | $2.01M | 0.00% | +27,515 | New |
| Royce & Associates LP | 28,347 | $2.07M | 0.02% | +7,606+36.7% | Added |
| Federated Hermes, Inc. | 29,965 | $2.19M | 0.01% | +226+0.8% | Added |
| Citadel Advisors LLC | 31,011 | $2.27M | 0.00% | +20,246+188.1% | Added |
| Jacobs Levy Equity Management, Inc | 31,530 | $2.30M | 0.01% | +73+0.2% | Added |
| Barclays PLC | 32,377 | $2.37M | 0.00% | +7,214+28.7% | Added |
| Cubist Systematic Strategies, LLC | 33,224 | $2.43M | 0.03% | +33,224 | New |
| Legal & General Group Plc | 34,589 | $2.53M | 0.00% | −1,239−3.5% | Reduced |
| Bank of America Corp | 35,082 | $2.56M | 0.00% | +13,483+62.4% | Added |
| Empowered Funds, LLC | 38,054 | $2.78M | 0.07% | +3,349+9.6% | Added |
| Brandywine Global Investment Management, LLC | 40,971 | $2.99M | 0.02% | −4,234−9.4% | Reduced |
| Two Sigma Investments, LP | 44,909 | $3.28M | 0.01% | +4,953+12.4% | Added |
| Algert Global LLC | 47,408 | $3.46M | 0.14% | +30,040+173.0% | Added |
| Invesco Ltd. | 51,853 | $3.79M | 0.00% | −37,784−42.2% | Reduced |
| Two Sigma Advisers, LP | 52,400 | $3.83M | 0.01% | +1,500+2.9% | Added |
| Rhumbline Advisers | 53,482 | $3.91M | 0.00% | −1,439−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 58,887 | $4.30M | 0.09% | +24,182+69.7% | Added |
| Arrowstreet Capital, Limited Partnership | 68,917 | $5.03M | 0.01% | +4,218+6.5% | Added |
| Principal Financial Group Inc | 71,392 | $5.22M | 0.00% | −3,898−5.2% | Reduced |
| Ameriprise Financial Inc | 73,028 | $5.33M | 0.00% | +3,045+4.4% | Added |
| AQR Capital Management LLC | 82,076 | $6.00M | 0.01% | +12,799+18.5% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 89,276 | $6.52M | 0.75% | +89,276 | New |
| Oberweis Asset Management Inc | 89,600 | $6.55M | 0.61% | +7,000+8.5% | Added |
| Royal Bank of Canada | 102,430 | $7.48M | 0.00% | +28,753+39.0% | Added |
| Charles Schwab Investment Management Inc | 107,233 | $7.83M | 0.00% | −303−0.3% | Reduced |
| Maltese Capital Management LLC | 111,045 | $8.11M | 2.28% | +1,045+1.0% | Added |
| Renaissance Technologies LLC | 125,455 | $9.16M | 0.01% | −13,500−9.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 130,510 | $9.53M | 0.03% | +1,500+1.2% | Added |
| Phocas Financial Corp. | 150,897 | $11.0M | 1.46% | +2,908+2.0% | Added |
| American Century Companies Inc | 163,437 | $11.9M | 0.01% | +51,311+45.8% | Added |
| Bank of New York Mellon Corp | 165,143 | $12.1M | 0.00% | +12,872+8.5% | Added |
| Goldman Sachs Group Inc | 169,716 | $12.4M | 0.00% | +47,438+38.8% | Added |
| JPMorgan Chase & Co | 190,378 | $13.9M | 0.00% | +119,501+168.6% | Added |
| Northern Trust Corp | 195,897 | $14.3M | 0.00% | +940.0% | Added |
| Morgan Stanley | 218,565 | $16.0M | 0.00% | +21,418+10.9% | Added |
| Stieven Capital Advisors, L.P. | 240,576 | $17.6M | 3.77% | −13,212−5.2% | Reduced |
| HSBC Holdings PLC | 258,473 | $19.1M | 0.02% | −8,866−3.3% | Reduced |
| Millennium Management LLC | 290,267 | $21.2M | 0.02% | +47,185+19.4% | Added |
| Geode Capital Management, LLC | 308,277 | $22.5M | 0.00% | +636+0.2% | Added |
| Boston Partners | 465,650 | $34.0M | 0.05% | −19,248−4.0% | Reduced |
| Nuveen Asset Management, LLC | 530,270 | $38.7M | 0.01% | +65,245+14.0% | Added |
| State Street Corp | 609,545 | $44.5M | 0.00% | +27,875+4.8% | Added |
| Dimensional Fund Advisors LP | 667,256 | $48.7M | 0.01% | +10,259+1.6% | Added |
| Vanguard Group Inc | 857,142 | $62.6M | 0.00% | −13,739−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 868,645 | $63.5M | 0.04% | −478,312−35.5% | Reduced |
| BlackRock Inc. | 1,327,821 | $97.0M | 0.00% | −78,727−5.6% | Reduced |
| Denali Advisors LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −8,744−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −8,652−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,643−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −7,632−100.0% | Sold out |