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