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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 0 | $9 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $75 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $76 | 0.00% | +1 | New |
| Nisa Investment Advisors, LLC | 6 | $453 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $679 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Abich Financial Wealth Management LLC | 13 | $1.02K | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 14 | $1.06K | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17 | $1.25K | 0.00% | +17 | New |
| Lindbrook Capital, LLC | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.51K | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 26 | $1.96K | 0.00% | +26 | New |
| Allworth Financial LP | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.30K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 33 | $2.49K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 39 | $2.94K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 66 | $4.00K | 0.00% | −258−79.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $5.13K | 0.00% | −158−69.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 69 | $5.21K | 0.00% | +69 | New |
| Northwestern Mutual Wealth Management Co | 95 | $7.17K | 0.00% | −10−9.5% | Reduced |
| Fifth Third Bancorp | 155 | $11.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 156 | $11.8K | 0.00% | +156 | New |
| Umb Bank N A | 159 | $12.0K | 0.00% | −10−5.9% | Reduced |
| Quarry LP | 175 | $13.2K | 0.01% | +175 | New |
| Huntington National Bank | 188 | $14.2K | 0.00% | −165−46.7% | Reduced |
| Quadrant Capital Group LLC | 216 | $16.3K | 0.00% | +11+5.4% | Added |
| Smartleaf Asset Management LLC | 247 | $18.2K | 0.00% | +247 | New |
| GAMMA Investing LLC | 268 | $20.2K | 0.00% | +83+44.9% | Added |
| IFP Advisors, Inc | 273 | $20.6K | 0.00% | −20−6.8% | Reduced |
| NBC Securities, Inc. | 302 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 319 | $24.1K | 0.00% | +258+423.0% | Added |
| Coppell Advisory Solutions LLC | 439 | $33.1K | 0.01% | +439 | New |
| USA Financial Portformulas Corp | 478 | $36.1K | 0.01% | −461−49.1% | Reduced |
| US Bancorp | 534 | $40.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 551 | $41.6K | 0.01% | −238−30.2% | Reduced |
| KBC Group NV | 625 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 648 | $48.9K | 0.00% | +648 | New |
| Advisor Group Holdings, Inc. | 662 | $50.0K | 0.00% | +54+8.9% | Added |
| Massmutual Trust Co FSB | 780 | $58.9K | 0.00% | +66+9.2% | Added |
| Point72 (DIFC) Ltd | 848 | $64.0K | 0.01% | +349+69.9% | Added |
| Parkside Financial Bank & Trust | 894 | $67.5K | 0.01% | +36+4.2% | Added |
| Aquatic Capital Management LLC | 900 | $67.9K | 0.00% | +900 | New |
| CWM, LLC | 1,043 | $79.0K | 0.00% | +512+96.4% | Added |
| Capital Impact Advisors, LLC | 1,118 | $84.4K | 0.24% | −4,617−80.5% | Reduced |
| Globeflex Capital L P | 1,157 | $87.3K | 0.01% | −340−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,279 | $96.5K | 0.00% | −50−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 1,324 | $100.0K | 0.00% | −2,243−62.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $100.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,486 | $112.2K | 0.00% | +386+35.1% | Added |
| Palouse Capital Management, Inc. | 1,523 | $115.0K | 0.08% | +51+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,772 | $134.0K | 0.00% | +68+4.0% | Added |
| Amundi | 1,881 | $140.5K | 0.00% | +1,881 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $149.6K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,137 | $161.0K | 0.01% | +2,137 | New |
| Public Employees Retirement System of Ohio | 2,560 | $193.3K | 0.00% | −3,753−59.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,655 | $200.4K | 0.00% | −50−1.8% | Reduced |
| Mariner, LLC | 2,890 | $218.2K | 0.00% | +2,890 | New |
| Everence Capital Management Inc | 2,910 | $220.0K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,962 | $223.6K | 0.00% | −400−11.9% | Reduced |
| Quantbot Technologies LP | 3,005 | $226.8K | 0.01% | +2,803+1,387.6% | Added |
| XTX Topco Ltd | 3,027 | $228.5K | 0.02% | +3,027 | New |
| Savant Capital, LLC | 3,168 | $239.2K | 0.00% | +3,168 | New |
| Denali Advisors LLC | 3,300 | $249.1K | 0.07% | +3,300 | New |
| Mount Yale Investment Advisors, LLC | 3,376 | $254.8K | 0.02% | −52−1.5% | Reduced |
| Arizona State Retirement System | 3,613 | $272.7K | 0.00% | +67+1.9% | Added |
| Amalgamated Bank | 3,766 | $284.0K | 0.00% | −35−0.9% | Reduced |
| Petrus Trust Company, LTA | 3,899 | $294.3K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,937 | $297.2K | 0.00% | −57−1.4% | Reduced |
| Citadel Advisors LLC | 3,964 | $299.2K | 0.00% | +3,823+2,711.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $302.0K | 0.03% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 4,010 | $302.7K | 0.01% | +69+1.8% | Added |
| Maryland State Retirement & Pension System | 4,296 | $324.3K | 0.01% | −246−5.4% | Reduced |
| Bank of Montreal | 4,280 | $324.8K | 0.00% | +4,280 | New |
| Voya Investment Management LLC | 4,401 | $332.2K | 0.00% | −100−2.2% | Reduced |
| Alps Advisors Inc | 4,687 | $353.8K | 0.00% | −26−0.6% | Reduced |
| Brevan Howard Capital Management LP | 4,691 | $354.1K | 0.02% | +4,691 | New |
| Teachers Retirement System of the State of Kentucky | 4,746 | $359.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 4,907 | $370.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,974 | $375.5K | 0.00% | −695−12.3% | Reduced |
| SEI Investments Co | 5,137 | $387.8K | 0.00% | +323+6.7% | Added |
| Pitcairn Co | 5,361 | $404.7K | 0.02% | +471+9.6% | Added |
| Jupiter Asset Management Ltd | 5,410 | $408.4K | 0.00% | +5,410 | New |
| Deutsche Bank AG | 5,459 | $412.1K | 0.00% | −760−12.2% | Reduced |
| Intech Investment Management LLC | 5,479 | $413.6K | 0.01% | +5,479 | New |
| Los Angeles Capital Management LLC | 5,583 | $421.5K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,920 | $446.9K | 0.00% | +5,920 | New |
| Wells Fargo & Company | 5,967 | $450.4K | 0.00% | +943+18.8% | Added |
| D. E. Shaw & Co., Inc. | 6,022 | $454.6K | 0.00% | +6,022 | New |
| Manufacturers Life Insurance Company, The | 6,108 | $461.1K | 0.00% | +24+0.4% | Added |
| Louisiana State Employees Retirement System | 6,200 | $468.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,209 | $468.7K | 0.08% | −40−0.6% | Reduced |
| FMR LLC | 6,403 | $483.4K | 0.00% | +46+0.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $491.3K | 0.00% | +6,508 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,819 | $503.7K | 0.00% | −3,413−33.4% | Reduced |
| Intrust Bank NA | 6,741 | $508.9K | 0.05% | +347+5.4% | Added |