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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6 | $461 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $691 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11 | $844 | 0.00% | +11 | New |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| Farther Finance Advisors, LLC | 16 | $1.22K | 0.00% | +5+45.5% | Added |
| First Horizon Advisors, Inc. | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $2.62K | 0.00% | +33 | New |
| Macroview Investment Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $4.68K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $8.06K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 141 | $10.8K | 0.00% | −30,870−99.5% | Reduced |
| Fifth Third Bancorp | 155 | $11.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 169 | $13.0K | 0.00% | +6+3.7% | Added |
| GAMMA Investing LLC | 185 | $14.2K | 0.00% | +3+1.6% | Added |
| Quantbot Technologies LP | 202 | $15.5K | 0.00% | −637−75.9% | Reduced |
| Quadrant Capital Group LLC | 205 | $15.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 226 | $17.4K | 0.00% | +158+232.4% | Added |
| IFP Advisors, Inc | 293 | $22.4K | 0.00% | +6+2.1% | Added |
| NBC Securities, Inc. | 302 | $23.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 309 | $23.7K | 0.01% | −496−61.6% | Reduced |
| Lazard Asset Management LLC | 324 | $24.0K | 0.00% | −430−57.0% | Reduced |
| EntryPoint Capital, LLC | 318 | $24.4K | 0.02% | +79+33.1% | Added |
| Huntington National Bank | 353 | $27.1K | 0.00% | −2−0.6% | Reduced |
| Copeland Capital Management, LLC | 459 | $35.2K | 0.00% | +459 | New |
| Tower Research Capital LLC (TRC) | 470 | $36.1K | 0.00% | −1,574−77.0% | Reduced |
| Gladius Capital Management LP | 495 | $38.0K | 0.04% | +50+11.2% | Added |
| Point72 (DIFC) Ltd | 499 | $38.3K | 0.00% | +499 | New |
| US Bancorp | 534 | $41.0K | 0.00% | −2,500−82.4% | Reduced |
| CWM, LLC | 531 | $41.0K | 0.00% | −85−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 608 | $46.7K | 0.00% | −1,319−68.4% | Reduced |
| KBC Group NV | 625 | $48.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 668 | $51.3K | 0.00% | −89−11.8% | Reduced |
| Massmutual Trust Co FSB | 714 | $54.8K | 0.00% | −12−1.7% | Reduced |
| Quest Partners LLC | 789 | $60.6K | 0.01% | −4,714−85.7% | Reduced |
| Parkside Financial Bank & Trust | 858 | $65.9K | 0.01% | +223+35.1% | Added |
| USA Financial Portformulas Corp | 939 | $72.1K | 0.01% | +939 | New |
| Point72 Asset Management, L.P. | 1,100 | $84.4K | 0.00% | +100+10.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,100 | $84.4K | 0.02% | +1,100 | New |
| The PNC Financial Services Group, Inc. | 1,329 | $102.0K | 0.00% | −71−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $102.2K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,472 | $113.0K | 0.07% | +1,472 | New |
| Globeflex Capital L P | 1,497 | $114.9K | 0.01% | −407−21.4% | Reduced |
| SG Americas Securities, LLC | 1,543 | $118.0K | 0.00% | +1,543 | New |
| Benjamin F. Edwards & Company, Inc. | 1,704 | $131.0K | 0.00% | −19−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $152.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,705 | $207.7K | 0.00% | +2,705 | New |
| Centiva Capital, LP | 2,903 | $222.9K | 0.01% | −2,498−46.3% | Reduced |
| Everence Capital Management Inc | 2,910 | $223.0K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 2,937 | $225.5K | 0.10% | +2,937 | New |
| HighTower Advisors, LLC | 3,370 | $255.0K | 0.00% | +3,370 | New |
| Jump Financial, LLC | 3,322 | $255.0K | 0.01% | +3,322 | New |
| Oregon Public Employees Retirement Fund | 3,362 | $258.1K | 0.01% | −300−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,428 | $263.2K | 0.02% | −45−1.3% | Reduced |
| Arizona State Retirement System | 3,546 | $272.2K | 0.00% | −287−7.5% | Reduced |
| Cubist Systematic Strategies, LLC | 3,567 | $273.8K | 0.00% | −29,657−89.3% | Reduced |
| Prelude Capital Management, LLC | 3,758 | $288.5K | 0.02% | +479+14.6% | Added |
| Amalgamated Bank | 3,801 | $292.0K | 0.00% | −791−17.2% | Reduced |
| Bokf, NA | 3,884 | $295.6K | 0.01% | +3,884 | New |
| Petrus Trust Company, LTA | 3,899 | $299.3K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,915 | $300.6K | 0.20% | +636+19.4% | Added |
| Miller Howard Investments Inc | 3,941 | $302.6K | 0.01% | +25+0.6% | Added |
| Sequoia Financial Advisors, LLC | 3,994 | $306.6K | 0.00% | −221−5.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $307.1K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,542 | $327.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,430 | $340.1K | 0.00% | −13,233−74.9% | Reduced |
| Voya Investment Management LLC | 4,501 | $345.5K | 0.00% | −893−16.6% | Reduced |
| TD Asset Management Inc | 4,600 | $353.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,713 | $361.8K | 0.00% | −404−7.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $364.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 4,814 | $369.6K | 0.00% | −874−15.4% | Reduced |
| Pitcairn Co | 4,890 | $375.4K | 0.02% | −157−3.1% | Reduced |
| Truist Financial Corp | 4,907 | $376.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,024 | $385.7K | 0.00% | +462+10.1% | Added |
| Gallacher Capital Management LLC | 5,030 | $386.2K | 0.20% | −1,945−27.9% | Reduced |
| Qube Research & Technologies Ltd | 5,466 | $419.6K | 0.00% | −22,049−80.1% | Reduced |
| Los Angeles Capital Management LLC | 5,583 | $428.6K | 0.00% | −4,300−43.5% | Reduced |
| Yousif Capital Management, LLC | 5,669 | $435.2K | 0.00% | −1,222−17.7% | Reduced |
| Teacher Retirement System of Texas | 5,686 | $437.0K | 0.00% | −2,783−32.9% | Reduced |
| Capital Impact Advisors, LLC | 5,735 | $440.3K | 0.57% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,084 | $467.1K | 0.00% | +1,301+27.2% | Added |
| Janney Montgomery Scott LLC | 6,107 | $469.0K | 0.00% | −771−11.2% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $476.0K | 0.01% | −100−1.6% | Reduced |
| Deutsche Bank AG | 6,219 | $477.4K | 0.00% | +784+14.4% | Added |
| Occudo Quantitative Strategies LP | 6,249 | $479.7K | 0.08% | −7,254−53.7% | Reduced |
| Public Employees Retirement System of Ohio | 6,313 | $484.6K | 0.00% | −227−3.5% | Reduced |
| FMR LLC | 6,357 | $488.0K | 0.00% | +1,348+26.9% | Added |
| Allspring Global Investments Holdings, LLC | 6,385 | $490.2K | 0.00% | −598−8.6% | Reduced |
| Intrust Bank NA | 6,394 | $490.9K | 0.05% | +9+0.1% | Added |
| State of Tennessee, Treasury Department | 6,470 | $496.7K | 0.00% | −11,848−64.7% | Reduced |
| MetLife Investment Management | 6,643 | $510.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,874 | $527.7K | 0.00% | −149−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,921 | $531.0K | 0.01% | −275−3.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,985 | $536.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,109 | $545.8K | 0.00% | −11,312−61.4% | Reduced |
| Algert Global LLC | 7,164 | $550.0K | 0.02% | −40,244−84.9% | Reduced |