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