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, Q3 2024
Institutional positions in Preferred Bank as of Sep 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
- 216
- +9 vs. Q2 2024
- Shares held
- 11.1M
- +1.44M (+14.8%) vs. Q2 2024
- Total value
- $893.3M
- +$161.4M (+22.1%) vs. Q2 2024
- New holders
- 30
- 72 more added
- Sold out
- 21
- 78 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,324,964 | $106.3M | 0.00% | +1,324,964 | New |
| T. Rowe Price Investment Management, Inc. | 1,124,173 | $90.2M | 0.05% | +43,549+4.0% | Added |
| Vanguard Group Inc | 888,226 | $71.3M | 0.00% | +16,035+1.8% | Added |
| Dimensional Fund Advisors LP | 674,243 | $54.1M | 0.01% | −6,094−0.9% | Reduced |
| State Street Corp | 592,566 | $47.6M | 0.00% | +2,339+0.4% | Added |
| Boston Partners | 517,122 | $41.6M | 0.05% | +74,897+16.9% | Added |
| Nuveen Asset Management, LLC | 467,316 | $37.5M | 0.01% | −58,294−11.1% | Reduced |
| Charles Schwab Investment Management Inc | 415,722 | $33.4M | 0.01% | +7,086+1.7% | Added |
| Geode Capital Management, LLC | 352,597 | $28.3M | 0.00% | +12,283+3.6% | Added |
| Goldman Sachs Group Inc | 291,009 | $23.4M | 0.00% | +65,718+29.2% | Added |
| HSBC Holdings PLC | 233,370 | $18.9M | 0.01% | +1,444+0.6% | Added |
| Morgan Stanley | 223,826 | $18.0M | 0.00% | +20,753+10.2% | Added |
| JPMorgan Chase & Co | 186,107 | $14.9M | 0.00% | +35,979+24.0% | Added |
| Northern Trust Corp | 175,271 | $14.1M | 0.00% | −4,285−2.4% | Reduced |
| LSV Asset Management | 167,233 | $13.4M | 0.03% | −4,097−2.4% | Reduced |
| Bank of New York Mellon Corp | 148,912 | $12.0M | 0.00% | −10,589−6.6% | Reduced |
| Invesco Ltd. | 138,863 | $11.1M | 0.00% | +10,448+8.1% | Added |
| American Century Companies Inc | 137,973 | $11.1M | 0.01% | −66,492−32.5% | Reduced |
| Phocas Financial Corp. | 135,996 | $10.9M | 1.58% | −8,318−5.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 120,700 | $9.69M | 0.03% | −6,100−4.8% | Reduced |
| Stieven Capital Advisors, L.P. | 117,621 | $9.44M | 1.79% | −59,814−33.7% | Reduced |
| Royal Bank of Canada | 117,178 | $9.40M | 0.00% | −7,481−6.0% | Reduced |
| Millennium Management LLC | 114,712 | $9.21M | 0.01% | +25,852+29.1% | Added |
| AQR Capital Management LLC | 97,862 | $7.85M | 0.01% | +20,117+25.9% | Added |
| ProShare Advisors LLC | 91,279 | $7.33M | 0.02% | +91,279 | New |
| Dana Investment Advisors, Inc. | 89,358 | $7.17M | 0.24% | −9,233−9.4% | Reduced |
| First Trust Advisors LP | 83,056 | $6.67M | 0.01% | +11,614+16.3% | Added |
| Maltese Capital Management LLC | 74,600 | $5.99M | 0.97% | −50,019−40.1% | Reduced |
| Renaissance Technologies LLC | 69,555 | $5.58M | 0.01% | −4,800−6.5% | Reduced |
| Principal Financial Group Inc | 67,646 | $5.43M | 0.00% | −2,628−3.7% | Reduced |
| Bridgeway Capital Management, LLC | 67,200 | $5.39M | 0.12% | +2,278+3.5% | Added |
| Segall Bryant & Hamill, LLC | 60,866 | $4.88M | 0.07% | +427+0.7% | Added |
| Qube Research & Technologies Ltd | 60,198 | $4.83M | 0.01% | +25,922+75.6% | Added |
| Ameriprise Financial Inc | 59,318 | $4.76M | 0.00% | −2,917−4.7% | Reduced |
| Citadel Advisors LLC | 52,454 | $4.21M | 0.00% | +48,490+1,223.3% | Added |
| Two Sigma Investments, LP | 48,282 | $3.87M | 0.01% | +27,867+136.5% | Added |
| Two Sigma Advisers, LP | 48,100 | $3.86M | 0.01% | +4,200+9.6% | Added |
| Empowered Funds, LLC | 46,367 | $3.72M | 0.06% | +2,278+5.2% | Added |
| Kestrel Investment Management Corp | 43,450 | $3.42M | 2.30% | +2,200+5.3% | Added |
| Rhumbline Advisers | 42,185 | $3.39M | 0.00% | −6,801−13.9% | Reduced |
| De Lisle Partners LLP | 41,034 | $3.29M | 0.53% | +14,000+51.8% | Added |
| Brandywine Global Investment Management, LLC | 37,896 | $3.13M | 0.02% | −1,000−2.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 37,432 | $3.00M | 0.00% | −36,166−49.1% | Reduced |
| Legal & General Group Plc | 35,905 | $2.88M | 0.00% | +2,633+7.9% | Added |
| Gsa Capital Partners LLP | 31,726 | $2.55M | 0.19% | +12,197+62.5% | Added |
| Federated Hermes, Inc. | 30,519 | $2.45M | 0.01% | +291+1.0% | Added |
| Franklin Resources Inc | 28,884 | $2.38M | 0.00% | −74−0.3% | Reduced |
| Price T Rowe Associates Inc | 29,405 | $2.36M | 0.00% | +4,268+17.0% | Added |
| Bank of America Corp | 28,668 | $2.30M | 0.00% | −3,899−12.0% | Reduced |
| Citigroup Inc | 28,049 | $2.25M | 0.00% | −2,486−8.1% | Reduced |
| Barclays PLC | 27,430 | $2.20M | 0.00% | +11,379+70.9% | Added |
| Public Sector Pension Investment Board | 26,279 | $2.11M | 0.01% | −800−3.0% | Reduced |
| Voloridge Investment Management, LLC | 25,686 | $2.06M | 0.01% | +4,563+21.6% | Added |
| Swiss National Bank | 25,189 | $2.02M | 0.00% | −300−1.2% | Reduced |
| Kennedy Capital Management, Inc. | 24,111 | $1.93M | 0.04% | −20,015−45.4% | Reduced |
| Royce & Associates LP | 23,706 | $1.90M | 0.02% | −32−0.1% | Reduced |
| New York State Common Retirement Fund | 22,706 | $1.82M | 0.00% | −1,200−5.0% | Reduced |
| UBS Asset Management Americas Inc | 22,161 | $1.78M | 0.00% | −1,117−4.8% | Reduced |
| Victory Capital Management Inc | 20,524 | $1.65M | 0.00% | −3,761−15.5% | Reduced |
| Jane Street Group, LLC | 19,879 | $1.60M | 0.00% | +6,056+43.8% | Added |
| Great West Life Assurance Co | 17,996 | $1.44M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,466 | $1.40M | 0.01% | +8,654+98.2% | Added |
| ClariVest Asset Management LLC | 18,308 | $1.38M | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,741 | $1.34M | 0.00% | +1,104+7.1% | Added |
| UBS Group AG | 16,585 | $1.33M | 0.00% | −3,831−18.8% | Reduced |
| Squarepoint Ops LLC | 16,163 | $1.30M | 0.00% | +6,714+71.1% | Added |
| Versor Investments LP | 16,154 | $1.30M | 0.21% | +3,600+28.7% | Added |
| Exchange Traded Concepts, LLC | 15,938 | $1.28M | 0.03% | −353−2.2% | Reduced |
| Rafferty Asset Management, LLC | 15,747 | $1.26M | 0.00% | −10,330−39.6% | Reduced |
| Pathstone Holdings, LLC | 15,273 | $1.23M | 0.01% | +736+5.1% | Added |
| HRT Financial LP | 15,036 | $1.21M | 0.01% | +15,036 | New |
| Engineers Gate Manager LP | 14,156 | $1.14M | 0.02% | +6,646+88.5% | Added |
| Alliancebernstein L.P. | 13,800 | $1.11M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 13,586 | $1.09M | 0.08% | −384−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 13,157 | $1.06M | 0.00% | −794−5.7% | Reduced |
| Prudential Financial Inc | 12,737 | $1.02M | 0.00% | −475−3.6% | Reduced |
| Janus Henderson Group PLC | 12,711 | $1.02M | 0.00% | −1,267−9.1% | Reduced |
| Envestnet Asset Management Inc | 12,607 | $1.01M | 0.00% | −973−7.2% | Reduced |
| Balyasny Asset Management LLC | 12,533 | $1.01M | 0.00% | +6,613+111.7% | Added |
| California State Teachers Retirement System | 12,169 | $976.6K | 0.00% | −433−3.4% | Reduced |
| Macquarie Group Ltd | 12,100 | $971.0K | 0.00% | +500+4.3% | Added |
| New York State Teachers Retirement System | 11,531 | $925.0K | 0.00% | −1,199−9.4% | Reduced |
| Tudor Investment Corp Et Al | 11,456 | $919.3K | 0.01% | −16,896−59.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,065 | $888.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,690 | $857.0K | 0.00% | −30−0.3% | Reduced |
| SummerHaven Investment Management, LLC | 10,255 | $823.0K | 0.50% | −2,591−20.2% | Reduced |
| Unison Advisors LLC | 10,222 | $820.3K | 0.10% | +95+0.9% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $806.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,767 | $783.8K | 0.00% | +2,312+31.0% | Added |
| Thrivent Financial for Lutherans | 9,739 | $782.0K | 0.00% | −490−4.8% | Reduced |
| Wedge Capital Management L L P | 9,292 | $745.7K | 0.01% | −446−4.6% | Reduced |
| Jump Financial, LLC | 8,963 | $719.3K | 0.01% | +8,963 | New |
| Los Angeles Capital Management LLC | 8,183 | $656.7K | 0.00% | +2,600+46.6% | Added |
| Quest Partners LLC | 8,137 | $653.0K | 0.06% | +7,586+1,376.8% | Added |
| Quantbot Technologies LP | 8,102 | $650.2K | 0.03% | +5,097+169.6% | Added |
| Guggenheim Capital LLC | 8,052 | $646.2K | 0.00% | −7,004−46.5% | Reduced |
| Credit Agricole S A | 7,640 | $613.1K | 0.00% | +7,640 | New |
| Virtus Investment Advisers, Inc. | 7,638 | $613.0K | 0.48% | 00.0% | Unchanged |
| Comerica Bank | 7,548 | $605.7K | 0.00% | +194+2.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,513 | $598.3K | 0.00% | +694+10.2% | Added |