Preferred Bank

PFBC

Exchange: Nasdaq
SEC CIK: 0001492165

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Preferred Bank changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of PFBC: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	195	3	195	+3
Shares	10.5M	103.6K	10.7M	+336.6K (+3.2%)
Value	$766.9M	$7.57M	$823.4M	+$64.1M (+8.4%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Preferred Bank at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PFBC in Q1 2024
Institution	Shares	Value	% of portfolio
LSV Asset Management	77,515	$5.95M	0.01%
Kennedy Capital Management, Inc.	44,932	$3.45M	0.07%
Kestrel Investment Management Corp	41,250	$3.17M	2.11%
Tudor Investment Corp Et Al	39,213	$3.01M	0.04%
De Lisle Partners LLP	27,034	$2.07M	0.48%
Pathstone Holdings, LLC	10,140	$778.4K	0.00%
Mirae Asset Global Investments Co., Ltd.	10,232	$661.0K	0.00%
Macquarie Group Ltd	7,406	$569.0K	0.00%
Summit Global Investments	7,307	$561.0K	0.04%
Bokf, NA	3,884	$295.6K	0.01%
Jump Financial, LLC	3,322	$255.0K	0.01%
HighTower Advisors, LLC	3,370	$255.0K	0.00%
Numerai GP LLC	2,937	$225.5K	0.10%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	2,705	$207.7K	0.00%
SG Americas Securities, LLC	1,543	$118.0K	0.00%
Palouse Capital Management, Inc.	1,472	$113.0K	0.07%
Catalyst Funds Management Pty Ltd	1,100	$84.4K	0.02%
USA Financial Portformulas Corp	939	$72.1K	0.01%
Point72 (DIFC) Ltd	499	$38.3K	0.00%
Copeland Capital Management, LLC	459	$35.2K	0.00%
Continuum Advisory, LLC	33	$2.62K	0.00%
Signaturefd, LLC	11	$844	0.00%

Sold out (19)

Institutions that held Preferred Bank at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PFBC in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Massachusetts Financial Services Co	23,061	$1.68M
HRT Financial LP	21,009	$1.53M
Quadrature Capital Ltd	16,959	$1.24M
ExodusPoint Capital Management, LP	13,829	$1.01M
Trexquant Investment LP	12,902	$942.5K
Balyasny Asset Management LLC	9,848	$719.4K
XTX Topco Ltd	5,176	$378.1K
Brevan Howard Capital Management LP	4,484	$327.6K
State Board of Administration of Florida Retirement System	3,820	$279.1K
Scientech Research LLC	3,422	$249.5K
Virtu Financial LLC	2,932	$214.0K
Corton Capital Inc.	2,751	$201.0K
AJOVista, LLC	1,377	$100.6K
Aquatic Capital Management LLC	800	$58.0K
McGlone Suttner Wealth Management, Inc.	468	$34.2K
Scarborough Advisors, LLC	204	$14.9K
Raleigh Capital Management Inc.	141	$10.3K
Advisory Services Network, LLC	43	$3.14K
Glassman Wealth Services	13	$950

Not filed for Q1 2024 yet (3)

Institutions that held Preferred Bank at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Smith, Graham & Co., Investment Advisors, LP	89,276	$6.52M
Putnam Investments LLC	13,844	$1.01M
Coppell Advisory Solutions LLC	439	$32.5K