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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 6,971 | $526.2K | 0.01% | +50+0.7% | Added |
| State Board of Administration of Florida Retirement System | 7,169 | $541.2K | 0.00% | +7,169 | New |
| Corebridge Financial, Inc. | 7,196 | $543.2K | 0.00% | +7,196 | New |
| State of Alaska, Department of Revenue | 7,235 | $546.0K | 0.01% | −397−5.2% | Reduced |
| Summit Global Investments | 7,282 | $550.0K | 0.04% | −25−0.3% | Reduced |
| Bokf, NA | 7,290 | $550.3K | 0.01% | +3,406+87.7% | Added |
| MetLife Investment Management | 7,311 | $551.9K | 0.00% | +668+10.1% | Added |
| Comerica Bank | 7,354 | $555.1K | 0.00% | −888−10.8% | Reduced |
| Cornercap Investment Counsel Inc | 7,416 | $559.8K | 0.09% | −64−0.9% | Reduced |
| Susquehanna International Group, LLP | 7,455 | $562.8K | 0.00% | +3,025+68.3% | Added |
| Engineers Gate Manager LP | 7,510 | $566.9K | 0.01% | −3,793−33.6% | Reduced |
| Trexquant Investment LP | 7,578 | $572.1K | 0.01% | +7,578 | New |
| Virtus Investment Advisers, Inc. | 7,638 | $576.6K | 0.49% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,175 | $617.1K | 0.00% | +1,705+26.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,812 | $665.2K | 0.00% | −6,959−44.1% | Reduced |
| Teacher Retirement System of Texas | 8,962 | $677.0K | 0.00% | +3,276+57.6% | Added |
| Allspring Global Investments Holdings, LLC | 9,224 | $696.3K | 0.00% | +2,839+44.5% | Added |
| PDT Partners, LLC | 9,226 | $696.5K | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,449 | $713.3K | 0.00% | +2,024+27.3% | Added |
| Wedge Capital Management L L P | 9,738 | $735.1K | 0.01% | −238−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 10,043 | $758.1K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,127 | $764.5K | 0.10% | +94+0.9% | Added |
| Thrivent Financial for Lutherans | 10,229 | $772.0K | 0.00% | −639−5.9% | Reduced |
| CWM Advisors, LLC | 10,473 | $790.6K | 0.09% | +10,473 | New |
| HighTower Advisors, LLC | 10,720 | $811.0K | 0.00% | +7,350+218.1% | Added |
| Jacobs Levy Equity Management, Inc | 11,065 | $835.3K | 0.00% | −14,226−56.2% | Reduced |
| Macquarie Group Ltd | 11,600 | $876.0K | 0.00% | +4,194+56.6% | Added |
| Robeco Institutional Asset Management B.V. | 11,910 | $899.1K | 0.00% | +4,925+70.5% | Added |
| Versor Investments LP | 12,554 | $947.7K | 0.17% | −600−4.6% | Reduced |
| California State Teachers Retirement System | 12,602 | $951.3K | 0.00% | −297−2.3% | Reduced |
| New York State Teachers Retirement System | 12,730 | $961.0K | 0.00% | −500−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 12,762 | $963.4K | 0.02% | +12,292+2,615.3% | Added |
| SummerHaven Investment Management, LLC | 12,846 | $969.7K | 0.64% | +201+1.6% | Added |
| Prudential Financial Inc | 13,212 | $997.4K | 0.00% | −945−6.7% | Reduced |
| Envestnet Asset Management Inc | 13,580 | $1.03M | 0.00% | +8+0.1% | Added |
| Alliancebernstein L.P. | 13,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,823 | $1.04M | 0.00% | +6,714+94.4% | Added |
| BNP Paribas Arbitrage, SA | 13,951 | $1.05M | 0.00% | −1,613−10.4% | Reduced |
| Winton Group Ltd | 13,970 | $1.05M | 0.07% | +232+1.7% | Added |
| Janus Henderson Group PLC | 13,978 | $1.06M | 0.00% | −738−5.0% | Reduced |
| Pathstone Holdings, LLC | 14,537 | $1.10M | 0.00% | +4,397+43.4% | Added |
| Guggenheim Capital LLC | 15,056 | $1.14M | 0.01% | +3,302+28.1% | Added |
| Russell Investments Group, Ltd. | 15,637 | $1.18M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 15,963 | $1.21M | 0.44% | −28−0.2% | Reduced |
| Barclays PLC | 16,051 | $1.21M | 0.00% | −8,402−34.4% | Reduced |
| Exchange Traded Concepts, LLC | 16,291 | $1.23M | 0.03% | +423+2.7% | Added |
| Great West Life Assurance Co | 17,996 | $1.36M | 0.00% | +6,630+58.3% | Added |
| ClariVest Asset Management LLC | 18,308 | $1.38M | 0.14% | +512+2.9% | Added |
| Gsa Capital Partners LLP | 19,529 | $1.47M | 0.10% | −4,027−17.1% | Reduced |
| Two Sigma Investments, LP | 20,415 | $1.54M | 0.00% | −2,016−9.0% | Reduced |
| UBS Group AG | 20,416 | $1.54M | 0.00% | +7,687+60.4% | Added |
| Voloridge Investment Management, LLC | 21,123 | $1.59M | 0.01% | +9,732+85.4% | Added |
| UBS Asset Management Americas Inc | 23,278 | $1.76M | 0.00% | +13,424+136.2% | Added |
| Royce & Associates LP | 23,738 | $1.79M | 0.02% | −1,091−4.4% | Reduced |
| New York State Common Retirement Fund | 23,906 | $1.80M | 0.00% | −1,041−4.2% | Reduced |
| Victory Capital Management Inc | 24,285 | $1.83M | 0.00% | −180−0.7% | Reduced |
| Price T Rowe Associates Inc | 25,137 | $1.90M | 0.00% | +1,778+7.6% | Added |
| Swiss National Bank | 25,489 | $1.92M | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 25,590 | $1.93M | 0.02% | +2,659+11.6% | Added |
| Rafferty Asset Management, LLC | 26,077 | $1.97M | 0.01% | +6,492+33.1% | Added |
| De Lisle Partners LLP | 27,034 | $2.04M | 0.45% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 27,079 | $2.04M | 0.01% | +1,146+4.4% | Added |
| Tudor Investment Corp Et Al | 28,352 | $2.14M | 0.02% | −10,861−27.7% | Reduced |
| Franklin Resources Inc | 28,958 | $2.19M | 0.00% | +3,914+15.6% | Added |
| Federated Hermes, Inc. | 30,228 | $2.28M | 0.01% | +274+0.9% | Added |
| Citigroup Inc | 30,535 | $2.31M | 0.00% | +3,708+13.8% | Added |
| Bank of America Corp | 32,567 | $2.46M | 0.00% | +4,612+16.5% | Added |
| Legal & General Group Plc | 33,272 | $2.51M | 0.00% | −1,580−4.5% | Reduced |
| Qube Research & Technologies Ltd | 34,276 | $2.59M | 0.00% | +28,810+527.1% | Added |
| Brandywine Global Investment Management, LLC | 38,896 | $2.94M | 0.02% | −1,775−4.4% | Reduced |
| Kestrel Investment Management Corp | 41,250 | $3.11M | 2.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 43,900 | $3.31M | 0.01% | −5,500−11.1% | Reduced |
| Empowered Funds, LLC | 44,089 | $3.33M | 0.06% | +3,060+7.5% | Added |
| Kennedy Capital Management, Inc. | 44,126 | $3.33M | 0.07% | −806−1.8% | Reduced |
| Rhumbline Advisers | 48,986 | $3.70M | 0.00% | −1,873−3.7% | Reduced |
| Segall Bryant & Hamill, LLC | 60,439 | $4.56M | 0.08% | +60,439 | New |
| Ameriprise Financial Inc | 62,235 | $4.70M | 0.00% | −5,977−8.8% | Reduced |
| Bridgeway Capital Management, LLC | 64,922 | $4.90M | 0.11% | +3,060+4.9% | Added |
| Principal Financial Group Inc | 70,274 | $5.30M | 0.00% | −3,045−4.2% | Reduced |
| First Trust Advisors LP | 71,442 | $5.39M | 0.01% | +62,067+662.0% | Added |
| Arrowstreet Capital, Limited Partnership | 73,598 | $5.56M | 0.00% | +370+0.5% | Added |
| Renaissance Technologies LLC | 74,355 | $5.61M | 0.01% | −14,100−15.9% | Reduced |
| AQR Capital Management LLC | 77,745 | $5.87M | 0.01% | +15,391+24.7% | Added |
| Millennium Management LLC | 88,860 | $6.71M | 0.01% | −9,627−9.8% | Reduced |
| Oberweis Asset Management Inc | 95,000 | $7.17M | 0.44% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 98,591 | $7.44M | 0.25% | +6,809+7.4% | Added |
| Maltese Capital Management LLC | 124,619 | $9.41M | 1.74% | +419+0.3% | Added |
| Royal Bank of Canada | 124,659 | $9.41M | 0.00% | −509−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 126,800 | $9.57M | 0.03% | +2,730+2.2% | Added |
| Invesco Ltd. | 128,415 | $9.69M | 0.00% | +65,465+104.0% | Added |
| Phocas Financial Corp. | 144,314 | $10.9M | 1.62% | −2,735−1.9% | Reduced |
| JPMorgan Chase & Co | 150,128 | $11.3M | 0.00% | −27,453−15.5% | Reduced |
| Bank of New York Mellon Corp | 159,501 | $12.0M | 0.00% | −1,375−0.9% | Reduced |
| LSV Asset Management | 171,330 | $12.9M | 0.03% | +93,815+121.0% | Added |
| Stieven Capital Advisors, L.P. | 177,435 | $13.4M | 2.97% | −12,600−6.6% | Reduced |
| Northern Trust Corp | 179,556 | $13.6M | 0.00% | −4,767−2.6% | Reduced |
| Morgan Stanley | 203,073 | $15.3M | 0.00% | −10,886−5.1% | Reduced |
| American Century Companies Inc | 204,465 | $15.4M | 0.01% | −9,012−4.2% | Reduced |
| Goldman Sachs Group Inc | 225,291 | $17.0M | 0.00% | +39,396+21.2% | Added |
| HSBC Holdings PLC | 231,926 | $17.7M | 0.01% | −48,881−17.4% | Reduced |