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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 340,314 | $25.7M | 0.00% | +23,129+7.3% | Added |
| Charles Schwab Investment Management Inc | 408,636 | $30.8M | 0.01% | +2,794+0.7% | Added |
| Boston Partners | 442,225 | $33.4M | 0.04% | −20,242−4.4% | Reduced |
| Nuveen Asset Management, LLC | 525,610 | $39.7M | 0.01% | +8,232+1.6% | Added |
| State Street Corp | 590,227 | $44.6M | 0.00% | −14,613−2.4% | Reduced |
| Dimensional Fund Advisors LP | 680,337 | $51.4M | 0.01% | +4,539+0.7% | Added |
| Vanguard Group Inc | 872,191 | $65.8M | 0.00% | +4,118+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,080,624 | $81.6M | 0.05% | +6,353+0.6% | Added |
| BlackRock Inc. | 1,325,261 | $100.0M | 0.00% | −2,159−0.2% | Reduced |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −10,964−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,874−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |