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 |
|---|---|---|---|---|---|
| Summit Global Investments | 7,307 | $561.0K | 0.04% | +7,307 | New |
| Macquarie Group Ltd | 7,406 | $569.0K | 0.00% | +7,406 | New |
| Squarepoint Ops LLC | 7,425 | $570.0K | 0.00% | +1,521+25.8% | Added |
| Cornercap Investment Counsel Inc | 7,480 | $574.2K | 0.09% | −10,703−58.9% | Reduced |
| State of Alaska, Department of Revenue | 7,632 | $585.0K | 0.01% | −152−2.0% | Reduced |
| Virtus Investment Advisers, Inc. | 7,638 | $586.4K | 0.42% | 00.0% | Unchanged |
| Comerica Bank | 8,242 | $632.7K | 0.00% | +2,163+35.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,232 | $661.0K | 0.00% | +10,232 | New |
| PDT Partners, LLC | 9,226 | $708.3K | 0.07% | −18−0.2% | Reduced |
| First Trust Advisors LP | 9,375 | $719.7K | 0.00% | −152−1.6% | Reduced |
| UBS Asset Management Americas Inc | 9,854 | $756.5K | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 9,976 | $765.9K | 0.01% | +1,945+24.2% | Added |
| Unison Advisors LLC | 10,033 | $770.2K | 0.08% | +75+0.8% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $771.0K | 0.00% | −507−4.8% | Reduced |
| Pathstone Holdings, LLC | 10,140 | $778.4K | 0.00% | +10,140 | New |
| Thrivent Financial for Lutherans | 10,868 | $834.0K | 0.00% | −267−2.4% | Reduced |
| Texas Permanent School Fund | 10,964 | $841.7K | 0.01% | +169+1.6% | Added |
| Engineers Gate Manager LP | 11,303 | $867.7K | 0.02% | −12,600−52.7% | Reduced |
| Great West Life Assurance Co | 11,366 | $871.0K | 0.00% | +834+7.9% | Added |
| Voloridge Investment Management, LLC | 11,391 | $874.5K | 0.00% | −1,465−11.4% | Reduced |
| Guggenheim Capital LLC | 11,754 | $902.4K | 0.01% | +7,213+158.8% | Added |
| SummerHaven Investment Management, LLC | 12,645 | $970.8K | 0.61% | +129+1.0% | Added |
| UBS Group AG | 12,729 | $977.2K | 0.00% | −3,829−23.1% | Reduced |
| California State Teachers Retirement System | 12,899 | $990.3K | 0.00% | −1,450−10.1% | Reduced |
| Versor Investments LP | 13,154 | $1.01M | 0.20% | −2,900−18.1% | Reduced |
| New York State Teachers Retirement System | 13,230 | $1.02M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,572 | $1.04M | 0.00% | +172+1.3% | Added |
| Winton Group Ltd | 13,738 | $1.05M | 0.07% | +6,753+96.7% | Added |
| Alliancebernstein L.P. | 13,800 | $1.06M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,157 | $1.09M | 0.00% | −210−1.5% | Reduced |
| Janus Henderson Group PLC | 14,716 | $1.13M | 0.00% | −835−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 15,564 | $1.19M | 0.00% | +6,833+78.3% | Added |
| Russell Investments Group, Ltd. | 15,637 | $1.20M | 0.00% | +919+6.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,771 | $1.21M | 0.01% | −6,618−29.6% | Reduced |
| Exchange Traded Concepts, LLC | 15,868 | $1.22M | 0.03% | +10,585+200.4% | Added |
| Jackson Creek Investment Advisors LLC | 15,991 | $1.23M | 0.44% | −32−0.2% | Reduced |
| ClariVest Asset Management LLC | 17,796 | $1.37M | 0.14% | +33+0.2% | Added |
| Rafferty Asset Management, LLC | 19,585 | $1.50M | 0.01% | −769−3.8% | Reduced |
| Two Sigma Investments, LP | 22,431 | $1.72M | 0.00% | −22,478−50.1% | Reduced |
| Zacks Investment Management | 22,931 | $1.76M | 0.02% | +2,881+14.4% | Added |
| Price T Rowe Associates Inc | 23,359 | $1.79M | 0.00% | +697+3.1% | Added |
| Gsa Capital Partners LLP | 23,556 | $1.81M | 0.14% | +3,331+16.5% | Added |
| Credit Suisse AG | 23,946 | $1.84M | 0.00% | −656−2.7% | Reduced |
| Barclays PLC | 24,453 | $1.88M | 0.00% | −7,924−24.5% | Reduced |
| Victory Capital Management Inc | 24,465 | $1.88M | 0.00% | −436−1.8% | Reduced |
| Royce & Associates LP | 24,829 | $1.91M | 0.02% | −3,518−12.4% | Reduced |
| New York State Common Retirement Fund | 24,947 | $1.92M | 0.00% | +1,036+4.3% | Added |
| Franklin Resources Inc | 25,044 | $1.92M | 0.00% | +11,128+80.0% | Added |
| Jacobs Levy Equity Management, Inc | 25,291 | $1.94M | 0.01% | −6,239−19.8% | Reduced |
| Swiss National Bank | 25,489 | $1.96M | 0.00% | −1,500−5.6% | Reduced |
| Public Sector Pension Investment Board | 25,933 | $1.99M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 26,827 | $2.06M | 0.00% | +4,529+20.3% | Added |
| De Lisle Partners LLP | 27,034 | $2.07M | 0.48% | +27,034 | New |
| Bank of America Corp | 27,955 | $2.15M | 0.00% | −7,127−20.3% | Reduced |
| Federated Hermes, Inc. | 29,954 | $2.30M | 0.01% | −110.0% | Reduced |
| Legal & General Group Plc | 34,852 | $2.68M | 0.00% | +263+0.8% | Added |
| Tudor Investment Corp Et Al | 39,213 | $3.01M | 0.04% | +39,213 | New |
| Brandywine Global Investment Management, LLC | 40,671 | $3.12M | 0.02% | −300−0.7% | Reduced |
| Empowered Funds, LLC | 41,029 | $3.15M | 0.06% | +2,975+7.8% | Added |
| Kestrel Investment Management Corp | 41,250 | $3.17M | 2.11% | +41,250 | New |
| Kennedy Capital Management, Inc. | 44,932 | $3.45M | 0.07% | +44,932 | New |
| Two Sigma Advisers, LP | 49,400 | $3.79M | 0.01% | −3,000−5.7% | Reduced |
| Rhumbline Advisers | 50,859 | $3.90M | 0.00% | −2,623−4.9% | Reduced |
| Bridgeway Capital Management, LLC | 61,862 | $4.75M | 0.10% | +2,975+5.1% | Added |
| AQR Capital Management LLC | 62,354 | $4.79M | 0.01% | −19,722−24.0% | Reduced |
| Invesco Ltd. | 62,950 | $4.83M | 0.00% | +11,097+21.4% | Added |
| Ameriprise Financial Inc | 68,212 | $5.24M | 0.00% | −4,816−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 73,228 | $5.62M | 0.01% | +4,311+6.3% | Added |
| Principal Financial Group Inc | 73,319 | $5.63M | 0.00% | +1,927+2.7% | Added |
| LSV Asset Management | 77,515 | $5.95M | 0.01% | +77,515 | New |
| Renaissance Technologies LLC | 88,455 | $6.79M | 0.01% | −37,000−29.5% | Reduced |
| Dana Investment Advisors, Inc. | 91,782 | $7.05M | 0.23% | +82,404+878.7% | Added |
| Oberweis Asset Management Inc | 95,000 | $7.29M | 0.53% | +5,400+6.0% | Added |
| Millennium Management LLC | 98,487 | $7.56M | 0.01% | −191,780−66.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 124,070 | $9.52M | 0.03% | −6,440−4.9% | Reduced |
| Maltese Capital Management LLC | 124,200 | $9.53M | 1.84% | +13,155+11.8% | Added |
| Royal Bank of Canada | 125,168 | $9.61M | 0.00% | +22,738+22.2% | Added |
| Phocas Financial Corp. | 147,049 | $11.3M | 1.65% | −3,848−2.6% | Reduced |
| Bank of New York Mellon Corp | 160,876 | $12.4M | 0.00% | −4,267−2.6% | Reduced |
| JPMorgan Chase & Co | 177,581 | $13.6M | 0.00% | −12,797−6.7% | Reduced |
| Northern Trust Corp | 184,323 | $14.2M | 0.00% | −11,574−5.9% | Reduced |
| Goldman Sachs Group Inc | 185,895 | $14.3M | 0.00% | +16,179+9.5% | Added |
| Stieven Capital Advisors, L.P. | 190,035 | $14.6M | 3.03% | −50,541−21.0% | Reduced |
| American Century Companies Inc | 213,477 | $16.4M | 0.01% | +50,040+30.6% | Added |
| Morgan Stanley | 213,959 | $16.4M | 0.00% | −4,606−2.1% | Reduced |
| HSBC Holdings PLC | 280,807 | $21.6M | 0.02% | +22,334+8.6% | Added |
| Geode Capital Management, LLC | 317,185 | $24.4M | 0.00% | +8,908+2.9% | Added |
| Charles Schwab Investment Management Inc | 405,842 | $31.2M | 0.01% | +298,609+278.5% | Added |
| Boston Partners | 462,467 | $35.5M | 0.04% | −3,183−0.7% | Reduced |
| Nuveen Asset Management, LLC | 517,378 | $39.7M | 0.01% | −12,892−2.4% | Reduced |
| State Street Corp | 604,840 | $46.4M | 0.00% | −4,705−0.8% | Reduced |
| Dimensional Fund Advisors LP | 675,798 | $51.9M | 0.01% | +8,542+1.3% | Added |
| Vanguard Group Inc | 868,073 | $66.6M | 0.00% | +10,931+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,074,271 | $82.5M | 0.05% | +205,626+23.7% | Added |
| BlackRock Inc. | 1,327,420 | $101.9M | 0.00% | −4010.0% | Reduced |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −23,061−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,009−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,959−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,829−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,902−100.0% | Sold out |