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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $81 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $137 | 0.00% | −271−99.3% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $482 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $722 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $883 | 0.00% | −13−54.2% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $963 | 0.00% | +12 | New |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Glen Eagle Advisors, LLC | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $1.28K | 0.00% | +17 | New |
| CIBC Private Wealth Group, LLC | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $1.45K | 0.00% | +2+12.5% | Added |
| First Horizon Advisors, Inc. | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.69K | 0.00% | +21 | New |
| Bessemer Group Inc | 20 | $2.00K | 0.00% | +20 | New |
| Bryn Mawr Trust Co | 25 | $2.01K | 0.00% | +25 | New |
| Mather Group, LLC. | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 39 | $3.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $5.06K | 0.00% | −112−64.0% | Reduced |
| True Wealth Design, LLC | 84 | $6.74K | 0.00% | +84 | New |
| Northwestern Mutual Wealth Management Co | 95 | $7.62K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.87K | 0.00% | −221−69.3% | Reduced |
| Huntington National Bank | 154 | $12.4K | 0.00% | −34−18.1% | Reduced |
| Fifth Third Bancorp | 155 | $12.4K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 163 | $13.1K | 0.00% | +163 | New |
| SRS Capital Advisors, Inc. | 169 | $13.6K | 0.00% | +13+8.3% | Added |
| Umb Bank N A | 170 | $13.6K | 0.00% | +11+6.9% | Added |
| Smartleaf Asset Management LLC | 177 | $14.1K | 0.00% | −70−28.3% | Reduced |
| Quadrant Capital Group LLC | 216 | $17.3K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 261 | $21.0K | 0.00% | −1,876−87.8% | Reduced |
| NBC Securities, Inc. | 302 | $24.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 315 | $25.3K | 0.00% | +47+17.5% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $32.1K | 0.01% | +400 | New |
| Coppell Advisory Solutions LLC | 439 | $36.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 538 | $43.2K | 0.00% | +4+0.7% | Added |
| KBC Group NV | 625 | $50.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 655 | $52.7K | 0.00% | −7−1.1% | Reduced |
| Copeland Capital Management, LLC | 679 | $54.5K | 0.00% | +679 | New |
| Massmutual Trust Co FSB | 780 | $62.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 945 | $75.8K | 0.01% | +945 | New |
| Palouse Capital Management, Inc. | 999 | $80.2K | 0.05% | −524−34.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,024 | $82.2K | 0.00% | −11,738−92.0% | Reduced |
| Globeflex Capital L P | 1,157 | $92.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,176 | $94.4K | 0.01% | +282+31.5% | Added |
| The PNC Financial Services Group, Inc. | 1,250 | $100.3K | 0.00% | −29−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $106.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,906 | $153.0K | 0.00% | +1,258+194.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $159.1K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,024 | $162.4K | 0.01% | +1,176+138.7% | Added |
| Amundi | 2,057 | $163.9K | 0.00% | +176+9.4% | Added |
| Princeton Capital Management LLC | 2,500 | $200.6K | 0.06% | +2,500 | New |
| CWM, LLC | 2,503 | $201.0K | 0.00% | +1,460+140.0% | Added |
| Public Employees Retirement System of Ohio | 2,605 | $209.1K | 0.00% | +45+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,613 | $209.7K | 0.00% | +2,613 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,651 | $212.7K | 0.00% | −4−0.2% | Reduced |
| Caxton Associates LP | 2,772 | $222.5K | 0.01% | +2,772 | New |
| Dark Forest Capital Management LP | 2,897 | $232.5K | 0.03% | +2,897 | New |
| Mariner, LLC | 2,915 | $234.0K | 0.00% | +25+0.9% | Added |
| Everence Capital Management Inc | 2,910 | $234.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,962 | $237.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,973 | $238.6K | 0.02% | +2,973 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,104 | $249.1K | 0.01% | +3,104 | New |
| Savant Capital, LLC | 3,221 | $258.5K | 0.00% | +53+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,348 | $268.7K | 0.03% | −28−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 3,365 | $270.0K | 0.00% | +2,041+154.2% | Added |
| Benjamin Edwards Inc | 3,387 | $272.1K | 0.00% | +3,387 | New |
| Schonfeld Strategic Advisors LLC | 3,400 | $272.9K | 0.00% | +3,400 | New |
| State of Tennessee, Treasury Department | 3,401 | $272.9K | 0.00% | −4,774−58.4% | Reduced |
| Aquatic Capital Management LLC | 3,600 | $288.9K | 0.01% | +2,700+300.0% | Added |
| SG Americas Securities, LLC | 3,662 | $294.0K | 0.00% | +3,662 | New |
| Amalgamated Bank | 3,679 | $295.0K | 0.00% | −87−2.3% | Reduced |
| Arizona State Retirement System | 3,716 | $298.2K | 0.00% | +103+2.9% | Added |
| Sequoia Financial Advisors, LLC | 3,932 | $315.5K | 0.00% | −5−0.1% | Reduced |
| Intech Investment Management LLC | 3,943 | $316.4K | 0.00% | −1,536−28.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $321.0K | 0.03% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 4,007 | $321.6K | 0.01% | −3−0.1% | Reduced |
| Teacher Retirement System of Texas | 4,073 | $327.0K | 0.00% | −4,889−54.6% | Reduced |
| Maryland State Retirement & Pension System | 4,188 | $336.1K | 0.01% | −108−2.5% | Reduced |
| Voya Investment Management LLC | 4,296 | $344.8K | 0.00% | −105−2.4% | Reduced |
| Alps Advisors Inc | 4,430 | $355.5K | 0.00% | −257−5.5% | Reduced |
| Brevan Howard Capital Management LP | 4,524 | $363.1K | 0.02% | −167−3.6% | Reduced |
| Meritage Portfolio Management | 4,558 | $366.0K | 0.02% | +4,558 | New |
| Teachers Retirement System of the State of Kentucky | 4,746 | $381.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,766 | $381.9K | 0.01% | +4,766 | New |
| Yousif Capital Management, LLC | 4,803 | $385.4K | 0.00% | −171−3.4% | Reduced |
| Sterling Capital Management LLC | 4,865 | $390.4K | 0.01% | +4,865 | New |
| Bokf, NA | 5,201 | $407.7K | 0.01% | −2,089−28.7% | Reduced |
| Pitcairn Co | 5,212 | $418.3K | 0.02% | −149−2.8% | Reduced |
| Martingale Asset Management L P | 5,300 | $425.3K | 0.01% | +5,300 | New |
| SEI Investments Co | 5,362 | $430.3K | 0.00% | +225+4.4% | Added |
| XTX Topco Ltd | 5,616 | $450.7K | 0.03% | +2,589+85.5% | Added |
| Robeco Institutional Asset Management B.V. | 5,685 | $456.2K | 0.00% | −6,225−52.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,979 | $479.8K | 0.00% | −129−2.1% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $481.5K | 0.01% | −200−3.2% | Reduced |