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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 6,170 | $495.1K | 0.00% | +148+2.5% | Added |
| Wells Fargo & Company | 6,260 | $502.4K | 0.00% | +293+4.9% | Added |
| Point72 Asset Management, L.P. | 6,400 | $513.6K | 0.00% | +4,914+330.7% | Added |
| FMR LLC | 6,674 | $535.6K | 0.00% | +271+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 6,752 | $541.8K | 0.00% | −2,472−26.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,807 | $546.3K | 0.00% | +299+4.6% | Added |
| Jupiter Asset Management Ltd | 6,867 | $551.1K | 0.00% | +1,457+26.9% | Added |
| Illinois Municipal Retirement Fund | 6,884 | $552.4K | 0.01% | −87−1.2% | Reduced |
| PDT Partners, LLC | 6,934 | $556.5K | 0.05% | −2,292−24.8% | Reduced |
| State of Alaska, Department of Revenue | 7,077 | $567.0K | 0.01% | −158−2.2% | Reduced |
| Corebridge Financial, Inc. | 7,125 | $571.8K | 0.00% | −71−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,169 | $575.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,190 | $577.0K | 0.00% | +1,731+31.7% | Added |
| State of Wisconsin Investment Board | 7,210 | $578.6K | 0.00% | +7,210 | New |
| MetLife Investment Management | 7,311 | $586.7K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 7,431 | $596.3K | 0.06% | +690+10.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,513 | $598.3K | 0.00% | +694+10.2% | Added |
| Comerica Bank | 7,548 | $605.7K | 0.00% | +194+2.6% | Added |
| Virtus Investment Advisers, Inc. | 7,638 | $613.0K | 0.48% | 00.0% | Unchanged |
| Credit Agricole S A | 7,640 | $613.1K | 0.00% | +7,640 | New |
| Guggenheim Capital LLC | 8,052 | $646.2K | 0.00% | −7,004−46.5% | Reduced |
| Quantbot Technologies LP | 8,102 | $650.2K | 0.03% | +5,097+169.6% | Added |
| Quest Partners LLC | 8,137 | $653.0K | 0.06% | +7,586+1,376.8% | Added |
| Los Angeles Capital Management LLC | 8,183 | $656.7K | 0.00% | +2,600+46.6% | Added |
| Jump Financial, LLC | 8,963 | $719.3K | 0.01% | +8,963 | New |
| Wedge Capital Management L L P | 9,292 | $745.7K | 0.01% | −446−4.6% | Reduced |
| Thrivent Financial for Lutherans | 9,739 | $782.0K | 0.00% | −490−4.8% | Reduced |
| Susquehanna International Group, LLP | 9,767 | $783.8K | 0.00% | +2,312+31.0% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $806.0K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,222 | $820.3K | 0.10% | +95+0.9% | Added |
| SummerHaven Investment Management, LLC | 10,255 | $823.0K | 0.50% | −2,591−20.2% | Reduced |
| HighTower Advisors, LLC | 10,690 | $857.0K | 0.00% | −30−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,065 | $888.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,456 | $919.3K | 0.01% | −16,896−59.6% | Reduced |
| New York State Teachers Retirement System | 11,531 | $925.0K | 0.00% | −1,199−9.4% | Reduced |
| Macquarie Group Ltd | 12,100 | $971.0K | 0.00% | +500+4.3% | Added |
| California State Teachers Retirement System | 12,169 | $976.6K | 0.00% | −433−3.4% | Reduced |
| Balyasny Asset Management LLC | 12,533 | $1.01M | 0.00% | +6,613+111.7% | Added |
| Envestnet Asset Management Inc | 12,607 | $1.01M | 0.00% | −973−7.2% | Reduced |
| Janus Henderson Group PLC | 12,711 | $1.02M | 0.00% | −1,267−9.1% | Reduced |
| Prudential Financial Inc | 12,737 | $1.02M | 0.00% | −475−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 13,157 | $1.06M | 0.00% | −794−5.7% | Reduced |
| Winton Group Ltd | 13,586 | $1.09M | 0.08% | −384−2.7% | Reduced |
| Alliancebernstein L.P. | 13,800 | $1.11M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,156 | $1.14M | 0.02% | +6,646+88.5% | Added |
| HRT Financial LP | 15,036 | $1.21M | 0.01% | +15,036 | New |
| Pathstone Holdings, LLC | 15,273 | $1.23M | 0.01% | +736+5.1% | Added |
| Rafferty Asset Management, LLC | 15,747 | $1.26M | 0.00% | −10,330−39.6% | Reduced |
| Exchange Traded Concepts, LLC | 15,938 | $1.28M | 0.03% | −353−2.2% | Reduced |
| Versor Investments LP | 16,154 | $1.30M | 0.21% | +3,600+28.7% | Added |
| Squarepoint Ops LLC | 16,163 | $1.30M | 0.00% | +6,714+71.1% | Added |
| UBS Group AG | 16,585 | $1.33M | 0.00% | −3,831−18.8% | Reduced |
| Russell Investments Group, Ltd. | 16,741 | $1.34M | 0.00% | +1,104+7.1% | Added |
| ClariVest Asset Management LLC | 18,308 | $1.38M | 0.14% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,466 | $1.40M | 0.01% | +8,654+98.2% | Added |
| Great West Life Assurance Co | 17,996 | $1.44M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,879 | $1.60M | 0.00% | +6,056+43.8% | Added |
| Victory Capital Management Inc | 20,524 | $1.65M | 0.00% | −3,761−15.5% | Reduced |
| UBS Asset Management Americas Inc | 22,161 | $1.78M | 0.00% | −1,117−4.8% | Reduced |
| New York State Common Retirement Fund | 22,706 | $1.82M | 0.00% | −1,200−5.0% | Reduced |
| Royce & Associates LP | 23,706 | $1.90M | 0.02% | −32−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 24,111 | $1.93M | 0.04% | −20,015−45.4% | Reduced |
| Swiss National Bank | 25,189 | $2.02M | 0.00% | −300−1.2% | Reduced |
| Voloridge Investment Management, LLC | 25,686 | $2.06M | 0.01% | +4,563+21.6% | Added |
| Public Sector Pension Investment Board | 26,279 | $2.11M | 0.01% | −800−3.0% | Reduced |
| Barclays PLC | 27,430 | $2.20M | 0.00% | +11,379+70.9% | Added |
| Citigroup Inc | 28,049 | $2.25M | 0.00% | −2,486−8.1% | Reduced |
| Bank of America Corp | 28,668 | $2.30M | 0.00% | −3,899−12.0% | Reduced |
| Price T Rowe Associates Inc | 29,405 | $2.36M | 0.00% | +4,268+17.0% | Added |
| Franklin Resources Inc | 28,884 | $2.38M | 0.00% | −74−0.3% | Reduced |
| Federated Hermes, Inc. | 30,519 | $2.45M | 0.01% | +291+1.0% | Added |
| Gsa Capital Partners LLP | 31,726 | $2.55M | 0.19% | +12,197+62.5% | Added |
| Legal & General Group Plc | 35,905 | $2.88M | 0.00% | +2,633+7.9% | Added |
| Arrowstreet Capital, Limited Partnership | 37,432 | $3.00M | 0.00% | −36,166−49.1% | Reduced |
| Brandywine Global Investment Management, LLC | 37,896 | $3.13M | 0.02% | −1,000−2.6% | Reduced |
| De Lisle Partners LLP | 41,034 | $3.29M | 0.53% | +14,000+51.8% | Added |
| Rhumbline Advisers | 42,185 | $3.39M | 0.00% | −6,801−13.9% | Reduced |
| Kestrel Investment Management Corp | 43,450 | $3.42M | 2.30% | +2,200+5.3% | Added |
| Empowered Funds, LLC | 46,367 | $3.72M | 0.06% | +2,278+5.2% | Added |
| Two Sigma Advisers, LP | 48,100 | $3.86M | 0.01% | +4,200+9.6% | Added |
| Two Sigma Investments, LP | 48,282 | $3.87M | 0.01% | +27,867+136.5% | Added |
| Citadel Advisors LLC | 52,454 | $4.21M | 0.00% | +48,490+1,223.3% | Added |
| Ameriprise Financial Inc | 59,318 | $4.76M | 0.00% | −2,917−4.7% | Reduced |
| Qube Research & Technologies Ltd | 60,198 | $4.83M | 0.01% | +25,922+75.6% | Added |
| Segall Bryant & Hamill, LLC | 60,866 | $4.88M | 0.07% | +427+0.7% | Added |
| Bridgeway Capital Management, LLC | 67,200 | $5.39M | 0.12% | +2,278+3.5% | Added |
| Principal Financial Group Inc | 67,646 | $5.43M | 0.00% | −2,628−3.7% | Reduced |
| Renaissance Technologies LLC | 69,555 | $5.58M | 0.01% | −4,800−6.5% | Reduced |
| Maltese Capital Management LLC | 74,600 | $5.99M | 0.97% | −50,019−40.1% | Reduced |
| First Trust Advisors LP | 83,056 | $6.67M | 0.01% | +11,614+16.3% | Added |
| Dana Investment Advisors, Inc. | 89,358 | $7.17M | 0.24% | −9,233−9.4% | Reduced |
| ProShare Advisors LLC | 91,279 | $7.33M | 0.02% | +91,279 | New |
| AQR Capital Management LLC | 97,862 | $7.85M | 0.01% | +20,117+25.9% | Added |
| Millennium Management LLC | 114,712 | $9.21M | 0.01% | +25,852+29.1% | Added |
| Royal Bank of Canada | 117,178 | $9.40M | 0.00% | −7,481−6.0% | Reduced |
| Stieven Capital Advisors, L.P. | 117,621 | $9.44M | 1.79% | −59,814−33.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 120,700 | $9.69M | 0.03% | −6,100−4.8% | Reduced |
| Phocas Financial Corp. | 135,996 | $10.9M | 1.58% | −8,318−5.8% | Reduced |
| American Century Companies Inc | 137,973 | $11.1M | 0.01% | −66,492−32.5% | Reduced |
| Invesco Ltd. | 138,863 | $11.1M | 0.00% | +10,448+8.1% | Added |