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, Q4 2024
Institutional positions in Preferred Bank as of Dec 31, 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
- 220
- +6 vs. Q3 2024
- Shares held
- 11.5M
- +405.2K (+3.6%) vs. Q3 2024
- Total value
- $994.7M
- +$103.0M (+11.6%) vs. Q3 2024
- New holders
- 25
- 73 more added
- Sold out
- 19
- 79 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,290,029 | $111.4M | 0.00% | −34,935−2.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,129,287 | $97.5M | 0.06% | +5,114+0.5% | Added |
| Vanguard Group Inc | 882,276 | $76.2M | 0.00% | −5,950−0.7% | Reduced |
| Dimensional Fund Advisors LP | 664,395 | $57.4M | 0.01% | −9,848−1.5% | Reduced |
| State Street Corp | 641,432 | $55.4M | 0.00% | +48,866+8.2% | Added |
| Boston Partners | 530,029 | $45.8M | 0.06% | +12,907+2.5% | Added |
| Nuveen Asset Management, LLC | 468,759 | $40.5M | 0.01% | +1,443+0.3% | Added |
| Charles Schwab Investment Management Inc | 434,590 | $37.5M | 0.01% | +18,868+4.5% | Added |
| Geode Capital Management, LLC | 360,025 | $31.1M | 0.00% | +7,428+2.1% | Added |
| HSBC Holdings PLC | 261,130 | $22.8M | 0.01% | +27,760+11.9% | Added |
| Goldman Sachs Group Inc | 246,590 | $21.3M | 0.00% | −44,419−15.3% | Reduced |
| Morgan Stanley | 214,332 | $18.5M | 0.00% | −9,494−4.2% | Reduced |
| UBS Group AG | 203,168 | $17.5M | 0.00% | +186,583+1,125.0% | Added |
| American Century Companies Inc | 199,628 | $17.2M | 0.01% | +61,655+44.7% | Added |
| JPMorgan Chase & Co | 189,196 | $16.3M | 0.00% | +3,089+1.7% | Added |
| Northern Trust Corp | 175,174 | $15.1M | 0.00% | −97−0.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 159,440 | $13.8M | 0.05% | +38,740+32.1% | Added |
| Millennium Management LLC | 147,702 | $12.8M | 0.01% | +32,990+28.8% | Added |
| Bank of New York Mellon Corp | 142,833 | $12.3M | 0.00% | −6,079−4.1% | Reduced |
| Phocas Financial Corp. | 134,885 | $11.7M | 1.56% | −1,111−0.8% | Reduced |
| LSV Asset Management | 133,061 | $11.5M | 0.03% | −34,172−20.4% | Reduced |
| Invesco Ltd. | 123,433 | $10.7M | 0.00% | −15,430−11.1% | Reduced |
| Royal Bank of Canada | 111,045 | $9.59M | 0.00% | −6,133−5.2% | Reduced |
| Stieven Capital Advisors, L.P. | 110,721 | $9.56M | 1.70% | −6,900−5.9% | Reduced |
| Kennedy Capital Management, Inc. | 90,218 | $7.79M | 0.17% | +66,107+274.2% | Added |
| AQR Capital Management LLC | 88,775 | $7.67M | 0.01% | −9,087−9.3% | Reduced |
| ProShare Advisors LLC | 85,781 | $7.41M | 0.02% | −5,498−6.0% | Reduced |
| Dana Investment Advisors, Inc. | 85,121 | $7.35M | 0.24% | −4,237−4.7% | Reduced |
| Maltese Capital Management LLC | 84,078 | $7.26M | 1.11% | +9,478+12.7% | Added |
| Weiss Asset Management LP | 82,379 | $7.12M | 0.16% | +82,379 | New |
| First Trust Advisors LP | 80,737 | $6.97M | 0.01% | −2,319−2.8% | Reduced |
| Renaissance Technologies LLC | 71,955 | $6.22M | 0.01% | +2,400+3.5% | Added |
| Principal Financial Group Inc | 70,530 | $6.09M | 0.00% | +2,884+4.3% | Added |
| Qube Research & Technologies Ltd | 64,110 | $5.54M | 0.01% | +3,912+6.5% | Added |
| Bridgeway Capital Management, LLC | 59,198 | $5.11M | 0.11% | −8,002−11.9% | Reduced |
| Ameriprise Financial Inc | 56,270 | $4.86M | 0.00% | −3,048−5.1% | Reduced |
| De Lisle Partners LLP | 53,179 | $4.59M | 0.67% | +12,145+29.6% | Added |
| Segall Bryant & Hamill, LLC | 53,007 | $4.58M | 0.06% | −7,859−12.9% | Reduced |
| Two Sigma Advisers, LP | 46,500 | $4.02M | 0.01% | −1,600−3.3% | Reduced |
| Kestrel Investment Management Corp | 43,450 | $3.75M | 2.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 41,920 | $3.62M | 0.00% | −265−0.6% | Reduced |
| Citadel Advisors LLC | 41,907 | $3.62M | 0.00% | −10,547−20.1% | Reduced |
| Empowered Funds, LLC | 38,365 | $3.31M | 0.05% | −8,002−17.3% | Reduced |
| Jane Street Group, LLC | 36,699 | $3.17M | 0.01% | +16,820+84.6% | Added |
| Two Sigma Investments, LP | 36,670 | $3.17M | 0.01% | −11,612−24.1% | Reduced |
| Deutsche Bank AG | 36,366 | $3.14M | 0.00% | +29,176+405.8% | Added |
| Brandywine Global Investment Management, LLC | 36,089 | $3.12M | 0.02% | −1,807−4.8% | Reduced |
| Legal & General Group Plc | 35,064 | $3.03M | 0.00% | −841−2.3% | Reduced |
| Price T Rowe Associates Inc | 33,257 | $2.87M | 0.00% | +3,852+13.1% | Added |
| Public Sector Pension Investment Board | 30,998 | $2.68M | 0.01% | +4,719+18.0% | Added |
| Federated Hermes, Inc. | 30,946 | $2.67M | 0.01% | +427+1.4% | Added |
| Franklin Resources Inc | 28,586 | $2.47M | 0.00% | −298−1.0% | Reduced |
| Citigroup Inc | 28,019 | $2.42M | 0.00% | −30−0.1% | Reduced |
| Barclays PLC | 27,008 | $2.33M | 0.00% | −422−1.5% | Reduced |
| New York State Common Retirement Fund | 26,222 | $2.27M | 0.00% | +3,516+15.5% | Added |
| Swiss National Bank | 25,189 | $2.18M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 24,823 | $2.14M | 0.02% | +1,117+4.7% | Added |
| Voloridge Investment Management, LLC | 24,061 | $2.08M | 0.01% | −1,625−6.3% | Reduced |
| UBS Asset Management Americas Inc | 21,773 | $1.88M | 0.00% | −388−1.8% | Reduced |
| Squarepoint Ops LLC | 21,261 | $1.84M | 0.00% | +5,098+31.5% | Added |
| Bank of America Corp | 21,208 | $1.83M | 0.00% | −7,460−26.0% | Reduced |
| Great West Life Assurance Co | 17,996 | $1.55M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 16,794 | $1.45M | 0.01% | −672−3.8% | Reduced |
| Pathstone Holdings, LLC | 16,357 | $1.41M | 0.01% | +1,084+7.1% | Added |
| Jefferies Financial Group Inc. | 16,285 | $1.41M | 0.02% | +16,285 | New |
| Exchange Traded Concepts, LLC | 16,272 | $1.41M | 0.03% | +334+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 15,542 | $1.34M | 0.00% | −21,890−58.5% | Reduced |
| Engineers Gate Manager LP | 15,536 | $1.34M | 0.02% | +1,380+9.7% | Added |
| Cubist Systematic Strategies, LLC | 14,877 | $1.29M | 0.02% | +11,512+342.1% | Added |
| Meritage Portfolio Management | 14,729 | $1.27M | 0.08% | +10,171+223.1% | Added |
| Balyasny Asset Management LLC | 14,434 | $1.25M | 0.00% | +1,901+15.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,421 | $1.25M | 0.00% | +14,421 | New |
| Prudential Financial Inc | 14,387 | $1.24M | 0.00% | +1,650+13.0% | Added |
| Russell Investments Group, Ltd. | 13,871 | $1.20M | 0.00% | −2,870−17.1% | Reduced |
| Envestnet Asset Management Inc | 13,826 | $1.19M | 0.00% | +1,219+9.7% | Added |
| Alliancebernstein L.P. | 13,800 | $1.19M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 13,587 | $1.17M | 0.08% | +10.0% | Added |
| Rafferty Asset Management, LLC | 13,477 | $1.16M | 0.00% | −2,270−14.4% | Reduced |
| Janus Henderson Group PLC | 12,612 | $1.09M | 0.00% | −99−0.8% | Reduced |
| Macquarie Group Ltd | 12,100 | $1.04M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,040 | $1.04M | 0.00% | −129−1.1% | Reduced |
| New York State Teachers Retirement System | 11,531 | $996.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,600 | $915.6K | 0.00% | +10,600 | New |
| HighTower Advisors, LLC | 10,418 | $899.9K | 0.00% | −272−2.5% | Reduced |
| Unison Advisors LLC | 10,307 | $890.3K | 0.11% | +85+0.8% | Added |
| SummerHaven Investment Management, LLC | 10,255 | $885.8K | 0.55% | 00.0% | Unchanged |
| SEI Investments Co | 10,237 | $884.3K | 0.00% | +4,875+90.9% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $867.5K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,756 | $842.7K | 0.00% | +9,756 | New |
| Thrivent Financial for Lutherans | 9,586 | $828.0K | 0.00% | −153−1.6% | Reduced |
| Jump Financial, LLC | 9,148 | $790.2K | 0.02% | +185+2.1% | Added |
| Wedge Capital Management L L P | 9,015 | $778.7K | 0.01% | −277−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,976 | $778.2K | 0.00% | +1,463+19.5% | Added |
| Intrust Bank NA | 8,835 | $763.2K | 0.08% | +1,404+18.9% | Added |
| BNP Paribas Arbitrage, SA | 8,773 | $757.8K | 0.00% | −4,384−33.3% | Reduced |
| State of Tennessee, Treasury Department | 8,349 | $721.2K | 0.00% | +4,948+145.5% | Added |
| Los Angeles Capital Management LLC | 8,183 | $706.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,063 | $696.5K | 0.06% | +2,447+43.6% | Added |
| Wells Fargo & Company | 7,848 | $677.9K | 0.00% | +1,588+25.4% | Added |
| Denali Advisors LLC | 7,800 | $674.0K | 0.07% | +7,800 | New |