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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 148,912 | $12.0M | 0.00% | −10,589−6.6% | Reduced |
| LSV Asset Management | 167,233 | $13.4M | 0.03% | −4,097−2.4% | Reduced |
| Northern Trust Corp | 175,271 | $14.1M | 0.00% | −4,285−2.4% | Reduced |
| JPMorgan Chase & Co | 186,107 | $14.9M | 0.00% | +35,979+24.0% | Added |
| Morgan Stanley | 223,826 | $18.0M | 0.00% | +20,753+10.2% | Added |
| HSBC Holdings PLC | 233,370 | $18.9M | 0.01% | +1,444+0.6% | Added |
| Goldman Sachs Group Inc | 291,009 | $23.4M | 0.00% | +65,718+29.2% | Added |
| Geode Capital Management, LLC | 352,597 | $28.3M | 0.00% | +12,283+3.6% | Added |
| Charles Schwab Investment Management Inc | 415,722 | $33.4M | 0.01% | +7,086+1.7% | Added |
| Nuveen Asset Management, LLC | 467,316 | $37.5M | 0.01% | −58,294−11.1% | Reduced |
| Boston Partners | 517,122 | $41.6M | 0.05% | +74,897+16.9% | Added |
| State Street Corp | 592,566 | $47.6M | 0.00% | +2,339+0.4% | Added |
| Dimensional Fund Advisors LP | 674,243 | $54.1M | 0.01% | −6,094−0.9% | Reduced |
| Vanguard Group Inc | 888,226 | $71.3M | 0.00% | +16,035+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,124,173 | $90.2M | 0.05% | +43,549+4.0% | Added |
| BlackRock, Inc. | 1,324,964 | $106.3M | 0.00% | +1,324,964 | New |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −25,590−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −15,963−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,578−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −7,416−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | 0 | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |