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 |
|---|---|---|---|---|---|
| Summit Global Investments | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |