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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 7,431 | $596.3K | 0.06% | +690+10.2% | Added |
| MetLife Investment Management | 7,311 | $586.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,210 | $578.6K | 0.00% | +7,210 | New |
| Deutsche Bank AG | 7,190 | $577.0K | 0.00% | +1,731+31.7% | Added |
| State Board of Administration of Florida Retirement System | 7,169 | $575.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,125 | $571.8K | 0.00% | −71−1.0% | Reduced |
| State of Alaska, Department of Revenue | 7,077 | $567.0K | 0.01% | −158−2.2% | Reduced |
| PDT Partners, LLC | 6,934 | $556.5K | 0.05% | −2,292−24.8% | Reduced |
| Illinois Municipal Retirement Fund | 6,884 | $552.4K | 0.01% | −87−1.2% | Reduced |
| Jupiter Asset Management Ltd | 6,867 | $551.1K | 0.00% | +1,457+26.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,807 | $546.3K | 0.00% | +299+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 6,752 | $541.8K | 0.00% | −2,472−26.8% | Reduced |
| FMR LLC | 6,674 | $535.6K | 0.00% | +271+4.2% | Added |
| Point72 Asset Management, L.P. | 6,400 | $513.6K | 0.00% | +4,914+330.7% | Added |
| Wells Fargo & Company | 6,260 | $502.4K | 0.00% | +293+4.9% | Added |
| D. E. Shaw & Co., Inc. | 6,170 | $495.1K | 0.00% | +148+2.5% | Added |
| Louisiana State Employees Retirement System | 6,000 | $481.5K | 0.01% | −200−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,979 | $479.8K | 0.00% | −129−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,685 | $456.2K | 0.00% | −6,225−52.3% | Reduced |
| XTX Topco Ltd | 5,616 | $450.7K | 0.03% | +2,589+85.5% | Added |
| SEI Investments Co | 5,362 | $430.3K | 0.00% | +225+4.4% | Added |
| Martingale Asset Management L P | 5,300 | $425.3K | 0.01% | +5,300 | New |
| Pitcairn Co | 5,212 | $418.3K | 0.02% | −149−2.8% | Reduced |
| Bokf, NA | 5,201 | $407.7K | 0.01% | −2,089−28.7% | Reduced |
| Sterling Capital Management LLC | 4,865 | $390.4K | 0.01% | +4,865 | New |
| Yousif Capital Management, LLC | 4,803 | $385.4K | 0.00% | −171−3.4% | Reduced |
| Quadrature Capital Ltd | 4,766 | $381.9K | 0.01% | +4,766 | New |
| Teachers Retirement System of the State of Kentucky | 4,746 | $381.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,558 | $366.0K | 0.02% | +4,558 | New |
| Brevan Howard Capital Management LP | 4,524 | $363.1K | 0.02% | −167−3.6% | Reduced |
| Alps Advisors Inc | 4,430 | $355.5K | 0.00% | −257−5.5% | Reduced |
| Voya Investment Management LLC | 4,296 | $344.8K | 0.00% | −105−2.4% | Reduced |
| Maryland State Retirement & Pension System | 4,188 | $336.1K | 0.01% | −108−2.5% | Reduced |
| Teacher Retirement System of Texas | 4,073 | $327.0K | 0.00% | −4,889−54.6% | Reduced |
| Miller Howard Investments Inc | 4,007 | $321.6K | 0.01% | −3−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $321.0K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,943 | $316.4K | 0.00% | −1,536−28.0% | Reduced |
| Sequoia Financial Advisors, LLC | 3,932 | $315.5K | 0.00% | −5−0.1% | Reduced |
| Arizona State Retirement System | 3,716 | $298.2K | 0.00% | +103+2.9% | Added |
| Amalgamated Bank | 3,679 | $295.0K | 0.00% | −87−2.3% | Reduced |
| SG Americas Securities, LLC | 3,662 | $294.0K | 0.00% | +3,662 | New |
| Aquatic Capital Management LLC | 3,600 | $288.9K | 0.01% | +2,700+300.0% | Added |
| State of Tennessee, Treasury Department | 3,401 | $272.9K | 0.00% | −4,774−58.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,400 | $272.9K | 0.00% | +3,400 | New |
| Benjamin Edwards Inc | 3,387 | $272.1K | 0.00% | +3,387 | New |
| Cubist Systematic Strategies, LLC | 3,365 | $270.0K | 0.00% | +2,041+154.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,348 | $268.7K | 0.03% | −28−0.8% | Reduced |
| Savant Capital, LLC | 3,221 | $258.5K | 0.00% | +53+1.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,104 | $249.1K | 0.01% | +3,104 | New |
| Two Sigma Securities, LLC | 2,973 | $238.6K | 0.02% | +2,973 | New |
| Oregon Public Employees Retirement Fund | 2,962 | $237.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,910 | $234.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,915 | $234.0K | 0.00% | +25+0.9% | Added |
| Dark Forest Capital Management LP | 2,897 | $232.5K | 0.03% | +2,897 | New |
| Caxton Associates LP | 2,772 | $222.5K | 0.01% | +2,772 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,651 | $212.7K | 0.00% | −4−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,613 | $209.7K | 0.00% | +2,613 | New |
| Public Employees Retirement System of Ohio | 2,605 | $209.1K | 0.00% | +45+1.8% | Added |
| CWM, LLC | 2,503 | $201.0K | 0.00% | +1,460+140.0% | Added |
| Princeton Capital Management LLC | 2,500 | $200.6K | 0.06% | +2,500 | New |
| Amundi | 2,057 | $163.9K | 0.00% | +176+9.4% | Added |
| Point72 (DIFC) Ltd | 2,024 | $162.4K | 0.01% | +1,176+138.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,982 | $159.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,906 | $153.0K | 0.00% | +1,258+194.1% | Added |
| Ameritas Investment Partners, Inc. | 1,331 | $106.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,250 | $100.3K | 0.00% | −29−2.3% | Reduced |
| Parkside Financial Bank & Trust | 1,176 | $94.4K | 0.01% | +282+31.5% | Added |
| Globeflex Capital L P | 1,157 | $92.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,024 | $82.2K | 0.00% | −11,738−92.0% | Reduced |
| Palouse Capital Management, Inc. | 999 | $80.2K | 0.05% | −524−34.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 945 | $75.8K | 0.01% | +945 | New |
| Massmutual Trust Co FSB | 780 | $62.6K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 679 | $54.5K | 0.00% | +679 | New |
| Advisor Group Holdings, Inc. | 655 | $52.7K | 0.00% | −7−1.1% | Reduced |
| KBC Group NV | 625 | $50.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 538 | $43.2K | 0.00% | +4+0.7% | Added |
| Coppell Advisory Solutions LLC | 439 | $36.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $32.1K | 0.01% | +400 | New |
| GAMMA Investing LLC | 315 | $25.3K | 0.00% | +47+17.5% | Added |
| NBC Securities, Inc. | 302 | $24.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 261 | $21.0K | 0.00% | −1,876−87.8% | Reduced |
| Quadrant Capital Group LLC | 216 | $17.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 177 | $14.1K | 0.00% | −70−28.3% | Reduced |
| Umb Bank N A | 170 | $13.6K | 0.00% | +11+6.9% | Added |
| SRS Capital Advisors, Inc. | 169 | $13.6K | 0.00% | +13+8.3% | Added |
| Capital Performance Advisors LLP | 163 | $13.1K | 0.00% | +163 | New |
| Fifth Third Bancorp | 155 | $12.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $12.4K | 0.00% | −34−18.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.87K | 0.00% | −221−69.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 95 | $7.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $6.74K | 0.00% | +84 | New |
| Quarry LP | 63 | $5.06K | 0.00% | −112−64.0% | Reduced |
| Macroview Investment Management LLC | 39 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 25 | $2.01K | 0.00% | +25 | New |
| Bessemer Group Inc | 20 | $2.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 21 | $1.69K | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $1.52K | 0.00% | 00.0% | Unchanged |