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, Q2 2024
Institutional positions in Preferred Bank as of Jun 30, 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
- 209
- +15 vs. Q1 2024
- Shares held
- 11.0M
- +315.6K (+2.9%) vs. Q1 2024
- Total value
- $832.1M
- +$10.5M (+1.3%) vs. Q1 2024
- New holders
- 34
- 73 more added
- Sold out
- 19
- 69 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,325,261 | $100.0M | 0.00% | −2,159−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,080,624 | $81.6M | 0.05% | +6,353+0.6% | Added |
| Vanguard Group Inc | 872,191 | $65.8M | 0.00% | +4,118+0.5% | Added |
| Dimensional Fund Advisors LP | 680,337 | $51.4M | 0.01% | +4,539+0.7% | Added |
| State Street Corp | 590,227 | $44.6M | 0.00% | −14,613−2.4% | Reduced |
| Nuveen Asset Management, LLC | 525,610 | $39.7M | 0.01% | +8,232+1.6% | Added |
| Boston Partners | 442,225 | $33.4M | 0.04% | −20,242−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 408,636 | $30.8M | 0.01% | +2,794+0.7% | Added |
| Geode Capital Management, LLC | 340,314 | $25.7M | 0.00% | +23,129+7.3% | Added |
| HSBC Holdings PLC | 231,926 | $17.7M | 0.01% | −48,881−17.4% | Reduced |
| Goldman Sachs Group Inc | 225,291 | $17.0M | 0.00% | +39,396+21.2% | Added |
| American Century Companies Inc | 204,465 | $15.4M | 0.01% | −9,012−4.2% | Reduced |
| Morgan Stanley | 203,073 | $15.3M | 0.00% | −10,886−5.1% | Reduced |
| Northern Trust Corp | 179,556 | $13.6M | 0.00% | −4,767−2.6% | Reduced |
| Stieven Capital Advisors, L.P. | 177,435 | $13.4M | 2.97% | −12,600−6.6% | Reduced |
| LSV Asset Management | 171,330 | $12.9M | 0.03% | +93,815+121.0% | Added |
| Bank of New York Mellon Corp | 159,501 | $12.0M | 0.00% | −1,375−0.9% | Reduced |
| JPMorgan Chase & Co | 150,128 | $11.3M | 0.00% | −27,453−15.5% | Reduced |
| Phocas Financial Corp. | 144,314 | $10.9M | 1.62% | −2,735−1.9% | Reduced |
| Invesco Ltd. | 128,415 | $9.69M | 0.00% | +65,465+104.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 126,800 | $9.57M | 0.03% | +2,730+2.2% | Added |
| Royal Bank of Canada | 124,659 | $9.41M | 0.00% | −509−0.4% | Reduced |
| Maltese Capital Management LLC | 124,619 | $9.41M | 1.74% | +419+0.3% | Added |
| Dana Investment Advisors, Inc. | 98,591 | $7.44M | 0.25% | +6,809+7.4% | Added |
| Oberweis Asset Management Inc | 95,000 | $7.17M | 0.44% | 00.0% | Unchanged |
| Millennium Management LLC | 88,860 | $6.71M | 0.01% | −9,627−9.8% | Reduced |
| AQR Capital Management LLC | 77,745 | $5.87M | 0.01% | +15,391+24.7% | Added |
| Renaissance Technologies LLC | 74,355 | $5.61M | 0.01% | −14,100−15.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 73,598 | $5.56M | 0.00% | +370+0.5% | Added |
| First Trust Advisors LP | 71,442 | $5.39M | 0.01% | +62,067+662.0% | Added |
| Principal Financial Group Inc | 70,274 | $5.30M | 0.00% | −3,045−4.2% | Reduced |
| Bridgeway Capital Management, LLC | 64,922 | $4.90M | 0.11% | +3,060+4.9% | Added |
| Ameriprise Financial Inc | 62,235 | $4.70M | 0.00% | −5,977−8.8% | Reduced |
| Segall Bryant & Hamill, LLC | 60,439 | $4.56M | 0.08% | +60,439 | New |
| Rhumbline Advisers | 48,986 | $3.70M | 0.00% | −1,873−3.7% | Reduced |
| Kennedy Capital Management, Inc. | 44,126 | $3.33M | 0.07% | −806−1.8% | Reduced |
| Empowered Funds, LLC | 44,089 | $3.33M | 0.06% | +3,060+7.5% | Added |
| Two Sigma Advisers, LP | 43,900 | $3.31M | 0.01% | −5,500−11.1% | Reduced |
| Kestrel Investment Management Corp | 41,250 | $3.11M | 2.06% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 38,896 | $2.94M | 0.02% | −1,775−4.4% | Reduced |
| Qube Research & Technologies Ltd | 34,276 | $2.59M | 0.00% | +28,810+527.1% | Added |
| Legal & General Group Plc | 33,272 | $2.51M | 0.00% | −1,580−4.5% | Reduced |
| Bank of America Corp | 32,567 | $2.46M | 0.00% | +4,612+16.5% | Added |
| Citigroup Inc | 30,535 | $2.31M | 0.00% | +3,708+13.8% | Added |
| Federated Hermes, Inc. | 30,228 | $2.28M | 0.01% | +274+0.9% | Added |
| Franklin Resources Inc | 28,958 | $2.19M | 0.00% | +3,914+15.6% | Added |
| Tudor Investment Corp Et Al | 28,352 | $2.14M | 0.02% | −10,861−27.7% | Reduced |
| Public Sector Pension Investment Board | 27,079 | $2.04M | 0.01% | +1,146+4.4% | Added |
| De Lisle Partners LLP | 27,034 | $2.04M | 0.45% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 26,077 | $1.97M | 0.01% | +6,492+33.1% | Added |
| Zacks Investment Management | 25,590 | $1.93M | 0.02% | +2,659+11.6% | Added |
| Swiss National Bank | 25,489 | $1.92M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,137 | $1.90M | 0.00% | +1,778+7.6% | Added |
| Victory Capital Management Inc | 24,285 | $1.83M | 0.00% | −180−0.7% | Reduced |
| New York State Common Retirement Fund | 23,906 | $1.80M | 0.00% | −1,041−4.2% | Reduced |
| Royce & Associates LP | 23,738 | $1.79M | 0.02% | −1,091−4.4% | Reduced |
| UBS Asset Management Americas Inc | 23,278 | $1.76M | 0.00% | +13,424+136.2% | Added |
| Voloridge Investment Management, LLC | 21,123 | $1.59M | 0.01% | +9,732+85.4% | Added |
| UBS Group AG | 20,416 | $1.54M | 0.00% | +7,687+60.4% | Added |
| Two Sigma Investments, LP | 20,415 | $1.54M | 0.00% | −2,016−9.0% | Reduced |
| Gsa Capital Partners LLP | 19,529 | $1.47M | 0.10% | −4,027−17.1% | Reduced |
| ClariVest Asset Management LLC | 18,308 | $1.38M | 0.14% | +512+2.9% | Added |
| Great West Life Assurance Co | 17,996 | $1.36M | 0.00% | +6,630+58.3% | Added |
| Exchange Traded Concepts, LLC | 16,291 | $1.23M | 0.03% | +423+2.7% | Added |
| Barclays PLC | 16,051 | $1.21M | 0.00% | −8,402−34.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 15,963 | $1.21M | 0.44% | −28−0.2% | Reduced |
| Russell Investments Group, Ltd. | 15,637 | $1.18M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,056 | $1.14M | 0.01% | +3,302+28.1% | Added |
| Pathstone Holdings, LLC | 14,537 | $1.10M | 0.00% | +4,397+43.4% | Added |
| Janus Henderson Group PLC | 13,978 | $1.06M | 0.00% | −738−5.0% | Reduced |
| Winton Group Ltd | 13,970 | $1.05M | 0.07% | +232+1.7% | Added |
| BNP Paribas Arbitrage, SA | 13,951 | $1.05M | 0.00% | −1,613−10.4% | Reduced |
| Jane Street Group, LLC | 13,823 | $1.04M | 0.00% | +6,714+94.4% | Added |
| Alliancebernstein L.P. | 13,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,580 | $1.03M | 0.00% | +8+0.1% | Added |
| Prudential Financial Inc | 13,212 | $997.4K | 0.00% | −945−6.7% | Reduced |
| SummerHaven Investment Management, LLC | 12,846 | $969.7K | 0.64% | +201+1.6% | Added |
| Tower Research Capital LLC (TRC) | 12,762 | $963.4K | 0.02% | +12,292+2,615.3% | Added |
| New York State Teachers Retirement System | 12,730 | $961.0K | 0.00% | −500−3.8% | Reduced |
| California State Teachers Retirement System | 12,602 | $951.3K | 0.00% | −297−2.3% | Reduced |
| Versor Investments LP | 12,554 | $947.7K | 0.17% | −600−4.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,910 | $899.1K | 0.00% | +4,925+70.5% | Added |
| Macquarie Group Ltd | 11,600 | $876.0K | 0.00% | +4,194+56.6% | Added |
| Jacobs Levy Equity Management, Inc | 11,065 | $835.3K | 0.00% | −14,226−56.2% | Reduced |
| HighTower Advisors, LLC | 10,720 | $811.0K | 0.00% | +7,350+218.1% | Added |
| CWM Advisors, LLC | 10,473 | $790.6K | 0.09% | +10,473 | New |
| Thrivent Financial for Lutherans | 10,229 | $772.0K | 0.00% | −639−5.9% | Reduced |
| Unison Advisors LLC | 10,127 | $764.5K | 0.10% | +94+0.9% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $758.1K | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 9,738 | $735.1K | 0.01% | −238−2.4% | Reduced |
| Squarepoint Ops LLC | 9,449 | $713.3K | 0.00% | +2,024+27.3% | Added |
| PDT Partners, LLC | 9,226 | $696.5K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,224 | $696.3K | 0.00% | +2,839+44.5% | Added |
| Teacher Retirement System of Texas | 8,962 | $677.0K | 0.00% | +3,276+57.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,812 | $665.2K | 0.00% | −6,959−44.1% | Reduced |
| State of Tennessee, Treasury Department | 8,175 | $617.1K | 0.00% | +1,705+26.4% | Added |
| Virtus Investment Advisers, Inc. | 7,638 | $576.6K | 0.49% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,578 | $572.1K | 0.01% | +7,578 | New |
| Engineers Gate Manager LP | 7,510 | $566.9K | 0.01% | −3,793−33.6% | Reduced |
| Susquehanna International Group, LLP | 7,455 | $562.8K | 0.00% | +3,025+68.3% | Added |