Preferred Bank

PFBC

Exchange: Nasdaq
SEC CIK: 0001492165

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Preferred Bank changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of PFBC: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	209	2	216	+9
Shares	11.0M	1.33M	11.1M	+1.44M (+14.8%)
Value	$832.1M	$100.2M	$893.3M	+$161.4M (+22.1%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Preferred Bank at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PFBC in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	1,324,964	$106.3M	0.00%
ProShare Advisors LLC	91,279	$7.33M	0.02%
HRT Financial LP	15,036	$1.21M	0.01%
Jump Financial, LLC	8,963	$719.3K	0.01%
Credit Agricole S A	7,640	$613.1K	0.00%
State of Wisconsin Investment Board	7,210	$578.6K	0.00%
Martingale Asset Management L P	5,300	$425.3K	0.01%
Sterling Capital Management LLC	4,865	$390.4K	0.01%
Quadrature Capital Ltd	4,766	$381.9K	0.01%
Meritage Portfolio Management	4,558	$366.0K	0.02%
SG Americas Securities, LLC	3,662	$294.0K	0.00%
Schonfeld Strategic Advisors LLC	3,400	$272.9K	0.00%
Benjamin Edwards Inc	3,387	$272.1K	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3,104	$249.1K	0.01%
Two Sigma Securities, LLC	2,973	$238.6K	0.02%
Dark Forest Capital Management LP	2,897	$232.5K	0.03%
Caxton Associates LP	2,772	$222.5K	0.01%
Raymond James Financial Services Advisors, Inc.	2,613	$209.7K	0.00%
Princeton Capital Management LLC	2,500	$200.6K	0.06%
Point72 Asia (Singapore) Pte. Ltd.	945	$75.8K	0.01%
Copeland Capital Management, LLC	679	$54.5K	0.00%
Catalyst Funds Management Pty Ltd	400	$32.1K	0.01%
Capital Performance Advisors LLP	163	$13.1K	0.00%
True Wealth Design, LLC	84	$6.74K	0.00%
Bryn Mawr Trust Co	25	$2.01K	0.00%
Bessemer Group Inc	20	$2.00K	0.00%
Versant Capital Management, Inc	21	$1.69K	0.00%
Ronald Blue Trust, Inc.	17	$1.28K	0.00%
Bruce G. Allen Investments, LLC	12	$963	0.00%
Mendota Financial Group, LLC	1	$81	0.00%

Sold out (21)

Institutions that held Preferred Bank at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PFBC in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Oberweis Asset Management Inc	95,000	$7.17M
Zacks Investment Management	25,590	$1.93M
Jackson Creek Investment Advisors LLC	15,963	$1.21M
CWM Advisors, LLC	10,473	$790.6K
Trexquant Investment LP	7,578	$572.1K
Cornercap Investment Counsel Inc	7,416	$559.8K
Summit Global Investments	7,282	$550.0K
Occudo Quantitative Strategies LP	6,209	$468.7K
Truist Financial Corp	4,907	$370.4K
Bank of Montreal	4,280	$324.8K
Petrus Trust Company, LTA	3,899	$294.3K
Denali Advisors LLC	3,300	$249.1K
Capital Impact Advisors, LLC	1,118	$84.4K
USA Financial Portformulas Corp	478	$36.1K
Cullen/Frost Bankers, Inc.	69	$5.21K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	68	$5.13K
Lazard Asset Management LLC	66	$4.00K
Continuum Advisory, LLC	33	$2.49K
Creekmur Asset Management LLC	26	$1.96K
Abich Financial Wealth Management LLC	13	$1.02K
Ridgewood Investments LLC	0	$9

Not filed for Q3 2024 yet (2)

Institutions that held Preferred Bank at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	1,325,261	$100.0M
Benjamin F. Edwards & Company, Inc.	1,772	$134.0K