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.

Q2 2024 vs. Q1 2024

How the institutions holding Preferred Bank changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of PFBC: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	195	1	209	+15
Shares	10.7M	23.9K	11.0M	+315.6K (+2.9%)
Value	$823.4M	$1.84M	$832.1M	+$10.5M (+1.3%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Preferred Bank at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to PFBC in Q2 2024
Institution	Shares	Value	% of portfolio
Segall Bryant & Hamill, LLC	60,439	$4.56M	0.08%
CWM Advisors, LLC	10,473	$790.6K	0.09%
Trexquant Investment LP	7,578	$572.1K	0.01%
Corebridge Financial, Inc.	7,196	$543.2K	0.00%
State Board of Administration of Florida Retirement System	7,169	$541.2K	0.00%
Mirae Asset Global ETFs Holdings Ltd.	6,508	$491.3K	0.00%
D. E. Shaw & Co., Inc.	6,022	$454.6K	0.00%
Balyasny Asset Management LLC	5,920	$446.9K	0.00%
Intech Investment Management LLC	5,479	$413.6K	0.01%
Jupiter Asset Management Ltd	5,410	$408.4K	0.00%
Brevan Howard Capital Management LP	4,691	$354.1K	0.02%
Bank of Montreal	4,280	$324.8K	0.00%
Denali Advisors LLC	3,300	$249.1K	0.07%
Savant Capital, LLC	3,168	$239.2K	0.00%
XTX Topco Ltd	3,027	$228.5K	0.02%
Mariner, LLC	2,890	$218.2K	0.00%
Picton Mahoney Asset Management	2,137	$161.0K	0.01%
Amundi	1,881	$140.5K	0.00%
Aquatic Capital Management LLC	900	$67.9K	0.00%
Advisors Asset Management, Inc.	648	$48.9K	0.00%
Coppell Advisory Solutions LLC	439	$33.1K	0.01%
Smartleaf Asset Management LLC	247	$18.2K	0.00%
Quarry LP	175	$13.2K	0.01%
SRS Capital Advisors, Inc.	156	$11.8K	0.00%
Cullen/Frost Bankers, Inc.	69	$5.21K	0.00%
Mather Group, LLC.	30	$2.30K	0.00%
Creekmur Asset Management LLC	26	$1.96K	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	20	$1.51K	0.00%
CIBC Private Wealth Group, LLC	17	$1.25K	0.00%
Glen Eagle Advisors, LLC	14	$1.06K	0.00%
Abich Financial Wealth Management LLC	13	$1.02K	0.00%
TFC Financial Management	1	$76	0.00%
Larson Financial Group LLC	1	$75	0.00%
Ridgewood Investments LLC	0	$9	0.00%

Sold out (19)

Institutions that held Preferred Bank at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of PFBC in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Texas Permanent School Fund	10,964	$841.7K
Algert Global LLC	7,164	$550.0K
American International Group, Inc.	6,874	$527.7K
Janney Montgomery Scott LLC	6,107	$469.0K
Gallacher Capital Management LLC	5,030	$386.2K
TD Asset Management Inc	4,600	$353.1K
Keebeck Alpha, LP	3,915	$300.6K
Prelude Capital Management, LLC	3,758	$288.5K
Jump Financial, LLC	3,322	$255.0K
Numerai GP LLC	2,937	$225.5K
Centiva Capital, LP	2,903	$222.9K
SG Americas Securities, LLC	1,543	$118.0K
Catalyst Funds Management Pty Ltd	1,100	$84.4K
Metropolitan Life Insurance Co	668	$51.3K
Gladius Capital Management LP	495	$38.0K
Copeland Capital Management, LLC	459	$35.2K
EntryPoint Capital, LLC	318	$24.4K
Point72 Asia (Singapore) Pte. Ltd.	309	$23.7K
Signaturefd, LLC	11	$844

Not filed for Q2 2024 yet (1)

Institutions that held Preferred Bank at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	23,946	$1.84M