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, Q1 2024
Institutional positions in Preferred Bank as of Mar 31, 2024. 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
- +3 vs. Q4 2023
- Shares held
- 10.7M
- +336.6K (+3.2%) vs. Q4 2023
- Total value
- $823.4M
- +$64.1M (+8.4%) vs. Q4 2023
- New holders
- 22
- 56 more added
- Sold out
- 19
- 85 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,327,420 | $101.9M | 0.00% | −4010.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,074,271 | $82.5M | 0.05% | +205,626+23.7% | Added |
| Vanguard Group Inc | 868,073 | $66.6M | 0.00% | +10,931+1.3% | Added |
| Dimensional Fund Advisors LP | 675,798 | $51.9M | 0.01% | +8,542+1.3% | Added |
| State Street Corp | 604,840 | $46.4M | 0.00% | −4,705−0.8% | Reduced |
| Nuveen Asset Management, LLC | 517,378 | $39.7M | 0.01% | −12,892−2.4% | Reduced |
| Boston Partners | 462,467 | $35.5M | 0.04% | −3,183−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 405,842 | $31.2M | 0.01% | +298,609+278.5% | Added |
| Geode Capital Management, LLC | 317,185 | $24.4M | 0.00% | +8,908+2.9% | Added |
| HSBC Holdings PLC | 280,807 | $21.6M | 0.02% | +22,334+8.6% | Added |
| Morgan Stanley | 213,959 | $16.4M | 0.00% | −4,606−2.1% | Reduced |
| American Century Companies Inc | 213,477 | $16.4M | 0.01% | +50,040+30.6% | Added |
| Stieven Capital Advisors, L.P. | 190,035 | $14.6M | 3.03% | −50,541−21.0% | Reduced |
| Goldman Sachs Group Inc | 185,895 | $14.3M | 0.00% | +16,179+9.5% | Added |
| Northern Trust Corp | 184,323 | $14.2M | 0.00% | −11,574−5.9% | Reduced |
| JPMorgan Chase & Co | 177,581 | $13.6M | 0.00% | −12,797−6.7% | Reduced |
| Bank of New York Mellon Corp | 160,876 | $12.4M | 0.00% | −4,267−2.6% | Reduced |
| Phocas Financial Corp. | 147,049 | $11.3M | 1.65% | −3,848−2.6% | Reduced |
| Royal Bank of Canada | 125,168 | $9.61M | 0.00% | +22,738+22.2% | Added |
| Maltese Capital Management LLC | 124,200 | $9.53M | 1.84% | +13,155+11.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 124,070 | $9.52M | 0.03% | −6,440−4.9% | Reduced |
| Millennium Management LLC | 98,487 | $7.56M | 0.01% | −191,780−66.1% | Reduced |
| Oberweis Asset Management Inc | 95,000 | $7.29M | 0.53% | +5,400+6.0% | Added |
| Dana Investment Advisors, Inc. | 91,782 | $7.05M | 0.23% | +82,404+878.7% | Added |
| Renaissance Technologies LLC | 88,455 | $6.79M | 0.01% | −37,000−29.5% | Reduced |
| LSV Asset Management | 77,515 | $5.95M | 0.01% | +77,515 | New |
| Principal Financial Group Inc | 73,319 | $5.63M | 0.00% | +1,927+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 73,228 | $5.62M | 0.01% | +4,311+6.3% | Added |
| Ameriprise Financial Inc | 68,212 | $5.24M | 0.00% | −4,816−6.6% | Reduced |
| Invesco Ltd. | 62,950 | $4.83M | 0.00% | +11,097+21.4% | Added |
| AQR Capital Management LLC | 62,354 | $4.79M | 0.01% | −19,722−24.0% | Reduced |
| Bridgeway Capital Management, LLC | 61,862 | $4.75M | 0.10% | +2,975+5.1% | Added |
| Rhumbline Advisers | 50,859 | $3.90M | 0.00% | −2,623−4.9% | Reduced |
| Two Sigma Advisers, LP | 49,400 | $3.79M | 0.01% | −3,000−5.7% | Reduced |
| Kennedy Capital Management, Inc. | 44,932 | $3.45M | 0.07% | +44,932 | New |
| Kestrel Investment Management Corp | 41,250 | $3.17M | 2.11% | +41,250 | New |
| Empowered Funds, LLC | 41,029 | $3.15M | 0.06% | +2,975+7.8% | Added |
| Brandywine Global Investment Management, LLC | 40,671 | $3.12M | 0.02% | −300−0.7% | Reduced |
| Tudor Investment Corp Et Al | 39,213 | $3.01M | 0.04% | +39,213 | New |
| Legal & General Group Plc | 34,852 | $2.68M | 0.00% | +263+0.8% | Added |
| Federated Hermes, Inc. | 29,954 | $2.30M | 0.01% | −110.0% | Reduced |
| Bank of America Corp | 27,955 | $2.15M | 0.00% | −7,127−20.3% | Reduced |
| De Lisle Partners LLP | 27,034 | $2.07M | 0.48% | +27,034 | New |
| Citigroup Inc | 26,827 | $2.06M | 0.00% | +4,529+20.3% | Added |
| Public Sector Pension Investment Board | 25,933 | $1.99M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 25,489 | $1.96M | 0.00% | −1,500−5.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,291 | $1.94M | 0.01% | −6,239−19.8% | Reduced |
| Franklin Resources Inc | 25,044 | $1.92M | 0.00% | +11,128+80.0% | Added |
| New York State Common Retirement Fund | 24,947 | $1.92M | 0.00% | +1,036+4.3% | Added |
| Royce & Associates LP | 24,829 | $1.91M | 0.02% | −3,518−12.4% | Reduced |
| Victory Capital Management Inc | 24,465 | $1.88M | 0.00% | −436−1.8% | Reduced |
| Barclays PLC | 24,453 | $1.88M | 0.00% | −7,924−24.5% | Reduced |
| Credit Suisse AG | 23,946 | $1.84M | 0.00% | −656−2.7% | Reduced |
| Gsa Capital Partners LLP | 23,556 | $1.81M | 0.14% | +3,331+16.5% | Added |
| Price T Rowe Associates Inc | 23,359 | $1.79M | 0.00% | +697+3.1% | Added |
| Zacks Investment Management | 22,931 | $1.76M | 0.02% | +2,881+14.4% | Added |
| Two Sigma Investments, LP | 22,431 | $1.72M | 0.00% | −22,478−50.1% | Reduced |
| Rafferty Asset Management, LLC | 19,585 | $1.50M | 0.01% | −769−3.8% | Reduced |
| ClariVest Asset Management LLC | 17,796 | $1.37M | 0.14% | +33+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 15,991 | $1.23M | 0.44% | −32−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 15,868 | $1.22M | 0.03% | +10,585+200.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,771 | $1.21M | 0.01% | −6,618−29.6% | Reduced |
| Russell Investments Group, Ltd. | 15,637 | $1.20M | 0.00% | +919+6.2% | Added |
| BNP Paribas Arbitrage, SA | 15,564 | $1.19M | 0.00% | +6,833+78.3% | Added |
| Janus Henderson Group PLC | 14,716 | $1.13M | 0.00% | −835−5.4% | Reduced |
| Prudential Financial Inc | 14,157 | $1.09M | 0.00% | −210−1.5% | Reduced |
| Alliancebernstein L.P. | 13,800 | $1.06M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 13,738 | $1.05M | 0.07% | +6,753+96.7% | Added |
| Envestnet Asset Management Inc | 13,572 | $1.04M | 0.00% | +172+1.3% | Added |
| New York State Teachers Retirement System | 13,230 | $1.02M | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 13,154 | $1.01M | 0.20% | −2,900−18.1% | Reduced |
| California State Teachers Retirement System | 12,899 | $990.3K | 0.00% | −1,450−10.1% | Reduced |
| UBS Group AG | 12,729 | $977.2K | 0.00% | −3,829−23.1% | Reduced |
| SummerHaven Investment Management, LLC | 12,645 | $970.8K | 0.61% | +129+1.0% | Added |
| Guggenheim Capital LLC | 11,754 | $902.4K | 0.01% | +7,213+158.8% | Added |
| Voloridge Investment Management, LLC | 11,391 | $874.5K | 0.00% | −1,465−11.4% | Reduced |
| Great West Life Assurance Co | 11,366 | $871.0K | 0.00% | +834+7.9% | Added |
| Engineers Gate Manager LP | 11,303 | $867.7K | 0.02% | −12,600−52.7% | Reduced |
| Texas Permanent School Fund | 10,964 | $841.7K | 0.01% | +169+1.6% | Added |
| Thrivent Financial for Lutherans | 10,868 | $834.0K | 0.00% | −267−2.4% | Reduced |
| Pathstone Holdings, LLC | 10,140 | $778.4K | 0.00% | +10,140 | New |
| Ensign Peak Advisors, Inc | 10,043 | $771.0K | 0.00% | −507−4.8% | Reduced |
| Unison Advisors LLC | 10,033 | $770.2K | 0.08% | +75+0.8% | Added |
| Wedge Capital Management L L P | 9,976 | $765.9K | 0.01% | +1,945+24.2% | Added |
| UBS Asset Management Americas Inc | 9,854 | $756.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,375 | $719.7K | 0.00% | −152−1.6% | Reduced |
| PDT Partners, LLC | 9,226 | $708.3K | 0.07% | −18−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,232 | $661.0K | 0.00% | +10,232 | New |
| Comerica Bank | 8,242 | $632.7K | 0.00% | +2,163+35.6% | Added |
| Virtus Investment Advisers, Inc. | 7,638 | $586.4K | 0.42% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,632 | $585.0K | 0.01% | −152−2.0% | Reduced |
| Cornercap Investment Counsel Inc | 7,480 | $574.2K | 0.09% | −10,703−58.9% | Reduced |
| Squarepoint Ops LLC | 7,425 | $570.0K | 0.00% | +1,521+25.8% | Added |
| Macquarie Group Ltd | 7,406 | $569.0K | 0.00% | +7,406 | New |
| Summit Global Investments | 7,307 | $561.0K | 0.04% | +7,307 | New |
| Algert Global LLC | 7,164 | $550.0K | 0.02% | −40,244−84.9% | Reduced |
| Jane Street Group, LLC | 7,109 | $545.8K | 0.00% | −11,312−61.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,985 | $536.2K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,921 | $531.0K | 0.01% | −275−3.8% | Reduced |
| American International Group, Inc. | 6,874 | $527.7K | 0.00% | −149−2.1% | Reduced |