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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 7,416 | $559.8K | 0.09% | −64−0.9% | Reduced |
| Comerica Bank | 7,354 | $555.1K | 0.00% | −888−10.8% | Reduced |
| MetLife Investment Management | 7,311 | $551.9K | 0.00% | +668+10.1% | Added |
| Bokf, NA | 7,290 | $550.3K | 0.01% | +3,406+87.7% | Added |
| Summit Global Investments | 7,282 | $550.0K | 0.04% | −25−0.3% | Reduced |
| State of Alaska, Department of Revenue | 7,235 | $546.0K | 0.01% | −397−5.2% | Reduced |
| Corebridge Financial, Inc. | 7,196 | $543.2K | 0.00% | +7,196 | New |
| State Board of Administration of Florida Retirement System | 7,169 | $541.2K | 0.00% | +7,169 | New |
| Illinois Municipal Retirement Fund | 6,971 | $526.2K | 0.01% | +50+0.7% | Added |
| Intrust Bank NA | 6,741 | $508.9K | 0.05% | +347+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,819 | $503.7K | 0.00% | −3,413−33.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $491.3K | 0.00% | +6,508 | New |
| FMR LLC | 6,403 | $483.4K | 0.00% | +46+0.7% | Added |
| Occudo Quantitative Strategies LP | 6,209 | $468.7K | 0.08% | −40−0.6% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $468.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,108 | $461.1K | 0.00% | +24+0.4% | Added |
| D. E. Shaw & Co., Inc. | 6,022 | $454.6K | 0.00% | +6,022 | New |
| Wells Fargo & Company | 5,967 | $450.4K | 0.00% | +943+18.8% | Added |
| Balyasny Asset Management LLC | 5,920 | $446.9K | 0.00% | +5,920 | New |
| Los Angeles Capital Management LLC | 5,583 | $421.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,479 | $413.6K | 0.01% | +5,479 | New |
| Deutsche Bank AG | 5,459 | $412.1K | 0.00% | −760−12.2% | Reduced |
| Jupiter Asset Management Ltd | 5,410 | $408.4K | 0.00% | +5,410 | New |
| Pitcairn Co | 5,361 | $404.7K | 0.02% | +471+9.6% | Added |
| SEI Investments Co | 5,137 | $387.8K | 0.00% | +323+6.7% | Added |
| Yousif Capital Management, LLC | 4,974 | $375.5K | 0.00% | −695−12.3% | Reduced |
| Truist Financial Corp | 4,907 | $370.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,746 | $359.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,691 | $354.1K | 0.02% | +4,691 | New |
| Alps Advisors Inc | 4,687 | $353.8K | 0.00% | −26−0.6% | Reduced |
| Voya Investment Management LLC | 4,401 | $332.2K | 0.00% | −100−2.2% | Reduced |
| Bank of Montreal | 4,280 | $324.8K | 0.00% | +4,280 | New |
| Maryland State Retirement & Pension System | 4,296 | $324.3K | 0.01% | −246−5.4% | Reduced |
| Miller Howard Investments Inc | 4,010 | $302.7K | 0.01% | +69+1.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $302.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,964 | $299.2K | 0.00% | +3,823+2,711.3% | Added |
| Sequoia Financial Advisors, LLC | 3,937 | $297.2K | 0.00% | −57−1.4% | Reduced |
| Petrus Trust Company, LTA | 3,899 | $294.3K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 3,766 | $284.0K | 0.00% | −35−0.9% | Reduced |
| Arizona State Retirement System | 3,613 | $272.7K | 0.00% | +67+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,376 | $254.8K | 0.02% | −52−1.5% | Reduced |
| Denali Advisors LLC | 3,300 | $249.1K | 0.07% | +3,300 | New |
| Savant Capital, LLC | 3,168 | $239.2K | 0.00% | +3,168 | New |
| XTX Topco Ltd | 3,027 | $228.5K | 0.02% | +3,027 | New |
| Quantbot Technologies LP | 3,005 | $226.8K | 0.01% | +2,803+1,387.6% | Added |
| Oregon Public Employees Retirement Fund | 2,962 | $223.6K | 0.00% | −400−11.9% | Reduced |
| Everence Capital Management Inc | 2,910 | $220.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 2,890 | $218.2K | 0.00% | +2,890 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,655 | $200.4K | 0.00% | −50−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 2,560 | $193.3K | 0.00% | −3,753−59.4% | Reduced |
| Picton Mahoney Asset Management | 2,137 | $161.0K | 0.01% | +2,137 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $149.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,881 | $140.5K | 0.00% | +1,881 | New |
| Benjamin F. Edwards & Company, Inc. | 1,772 | $134.0K | 0.00% | +68+4.0% | Added |
| Palouse Capital Management, Inc. | 1,523 | $115.0K | 0.08% | +51+3.5% | Added |
| Point72 Asset Management, L.P. | 1,486 | $112.2K | 0.00% | +386+35.1% | Added |
| Ameritas Investment Partners, Inc. | 1,331 | $100.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,324 | $100.0K | 0.00% | −2,243−62.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,279 | $96.5K | 0.00% | −50−3.8% | Reduced |
| Globeflex Capital L P | 1,157 | $87.3K | 0.01% | −340−22.7% | Reduced |
| Capital Impact Advisors, LLC | 1,118 | $84.4K | 0.24% | −4,617−80.5% | Reduced |
| CWM, LLC | 1,043 | $79.0K | 0.00% | +512+96.4% | Added |
| Aquatic Capital Management LLC | 900 | $67.9K | 0.00% | +900 | New |
| Parkside Financial Bank & Trust | 894 | $67.5K | 0.01% | +36+4.2% | Added |
| Point72 (DIFC) Ltd | 848 | $64.0K | 0.01% | +349+69.9% | Added |
| Massmutual Trust Co FSB | 780 | $58.9K | 0.00% | +66+9.2% | Added |
| Advisor Group Holdings, Inc. | 662 | $50.0K | 0.00% | +54+8.9% | Added |
| Advisors Asset Management, Inc. | 648 | $48.9K | 0.00% | +648 | New |
| KBC Group NV | 625 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 551 | $41.6K | 0.01% | −238−30.2% | Reduced |
| US Bancorp | 534 | $40.3K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 478 | $36.1K | 0.01% | −461−49.1% | Reduced |
| Coppell Advisory Solutions LLC | 439 | $33.1K | 0.01% | +439 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 319 | $24.1K | 0.00% | +258+423.0% | Added |
| NBC Securities, Inc. | 302 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $20.6K | 0.00% | −20−6.8% | Reduced |
| GAMMA Investing LLC | 268 | $20.2K | 0.00% | +83+44.9% | Added |
| Smartleaf Asset Management LLC | 247 | $18.2K | 0.00% | +247 | New |
| Quadrant Capital Group LLC | 216 | $16.3K | 0.00% | +11+5.4% | Added |
| Huntington National Bank | 188 | $14.2K | 0.00% | −165−46.7% | Reduced |
| Quarry LP | 175 | $13.2K | 0.01% | +175 | New |
| Umb Bank N A | 159 | $12.0K | 0.00% | −10−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 156 | $11.8K | 0.00% | +156 | New |
| Fifth Third Bancorp | 155 | $11.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $7.17K | 0.00% | −10−9.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 69 | $5.21K | 0.00% | +69 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $5.13K | 0.00% | −158−69.9% | Reduced |
| Lazard Asset Management LLC | 66 | $4.00K | 0.00% | −258−79.6% | Reduced |
| Macroview Investment Management LLC | 39 | $2.94K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $2.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.30K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 26 | $1.96K | 0.00% | +26 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.51K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17 | $1.25K | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $1.06K | 0.00% | +14 | New |