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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $173 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $259 | 0.00% | +1+50.0% | Added |
| Nisa Investment Advisors, LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $518 | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 9 | $777 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $954 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.55K | 0.00% | −1−5.3% | Reduced |
| Farther Finance Advisors, LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.73K | 0.00% | +20 | New |
| Bessemer Group Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.68K | 0.00% | +10+47.6% | Added |
| EverSource Wealth Advisors, LLC | 32 | $2.76K | 0.00% | +32 | New |
| Covestor Ltd | 29 | $3.00K | 0.00% | +14+93.3% | Added |
| True Wealth Design, LLC | 84 | $7.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $8.21K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.45K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 114 | $9.85K | 0.00% | +94+470.0% | Added |
| Fifth Third Bancorp | 122 | $10.5K | 0.00% | −33−21.3% | Reduced |
| Umb Bank N A | 153 | $13.2K | 0.00% | −17−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 178 | $15.4K | 0.00% | −2,427−93.2% | Reduced |
| Huntington National Bank | 190 | $16.4K | 0.00% | +36+23.4% | Added |
| Quadrant Capital Group LLC | 237 | $20.5K | 0.00% | +21+9.7% | Added |
| Tower Research Capital LLC (TRC) | 295 | $25.5K | 0.00% | −729−71.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 359 | $31.0K | 0.01% | −586−62.0% | Reduced |
| GAMMA Investing LLC | 385 | $33.3K | 0.00% | +70+22.2% | Added |
| Coppell Advisory Solutions LLC | 439 | $36.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 537 | $46.4K | 0.00% | −1−0.2% | Reduced |
| Picton Mahoney Asset Management | 550 | $47.0K | 0.00% | +289+110.7% | Added |
| Smartleaf Asset Management LLC | 562 | $48.9K | 0.00% | +385+217.5% | Added |
| Copeland Capital Management, LLC | 688 | $59.4K | 0.00% | +9+1.3% | Added |
| Advisor Group Holdings, Inc. | 699 | $60.4K | 0.00% | +44+6.7% | Added |
| R Squared Ltd | 750 | $64.8K | 0.06% | +750 | New |
| Massmutual Trust Co FSB | 796 | $68.8K | 0.00% | +16+2.1% | Added |
| KBC Group NV | 914 | $79.0K | 0.00% | +289+46.2% | Added |
| Palouse Capital Management, Inc. | 999 | $86.3K | 0.06% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,157 | $99.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,176 | $101.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,227 | $105.9K | 0.00% | −23−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $115.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,350 | $116.6K | 0.00% | +1,350 | New |
| Point72 (DIFC) Ltd | 1,976 | $170.7K | 0.02% | −48−2.4% | Reduced |
| Virtu Financial LLC | 2,351 | $203.0K | 0.01% | +2,351 | New |
| Centiva Capital, LP | 2,353 | $203.3K | 0.01% | +2,353 | New |
| Brevan Howard Capital Management LP | 2,354 | $203.3K | 0.01% | −2,170−48.0% | Reduced |
| Victory Capital Management Inc | 2,372 | $204.9K | 0.00% | −18,152−88.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,418 | $208.9K | 0.00% | +2,418 | New |
| Princeton Capital Management LLC | 2,500 | $215.9K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 2,510 | $217.0K | 0.00% | +7+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,517 | $217.4K | 0.00% | +2,517 | New |
| Teacher Retirement System of Texas | 2,538 | $219.0K | 0.00% | −1,535−37.7% | Reduced |
| D. E. Shaw & Co., Inc. | 2,574 | $222.3K | 0.00% | −3,596−58.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,648 | $228.7K | 0.00% | −3−0.1% | Reduced |
| Quest Partners LLC | 2,662 | $229.9K | 0.03% | −5,475−67.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $234.4K | 0.00% | +732+36.9% | Added |
| Mariner, LLC | 2,722 | $235.1K | 0.00% | −193−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,793 | $241.3K | 0.02% | +2,793 | New |
| Oregon Public Employees Retirement Fund | 2,962 | $255.9K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,221 | $278.2K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,249 | $280.6K | 0.06% | +3,249 | New |
| Advisors Asset Management, Inc. | 3,381 | $292.1K | 0.01% | +1,475+77.4% | Added |
| Dark Forest Capital Management LP | 3,384 | $292.3K | 0.04% | +487+16.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,399 | $293.6K | 0.02% | +51+1.5% | Added |
| Benjamin Edwards Inc | 3,447 | $298.0K | 0.00% | +60+1.8% | Added |
| Two Sigma Securities, LLC | 3,495 | $301.9K | 0.05% | +522+17.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,498 | $302.2K | 0.01% | +394+12.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,500 | $302.3K | 0.00% | +100+2.9% | Added |
| Aquatic Capital Management LLC | 3,591 | $310.2K | 0.01% | −9−0.3% | Reduced |
| Allianz Asset Management GmbH | 3,600 | $311.0K | 0.00% | +3,600 | New |
| Amalgamated Bank | 3,646 | $315.0K | 0.00% | −33−0.9% | Reduced |
| Arizona State Retirement System | 3,726 | $321.9K | 0.00% | +10+0.3% | Added |
| Sequoia Financial Advisors, LLC | 3,826 | $330.5K | 0.00% | −106−2.7% | Reduced |
| Scientech Research LLC | 3,863 | $333.7K | 0.09% | +3,863 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $345.5K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,019 | $347.2K | 0.00% | −277−6.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,165 | $359.8K | 0.05% | +4,165 | New |
| Bokf, NA | 4,420 | $359.9K | 0.01% | −781−15.0% | Reduced |
| Maryland State Retirement & Pension System | 4,188 | $361.8K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,238 | $366.1K | 0.29% | −3,400−44.5% | Reduced |
| Alps Advisors Inc | 4,430 | $382.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,500 | $389.0K | 0.00% | +4,500 | New |
| Yousif Capital Management, LLC | 4,703 | $406.2K | 0.00% | −100−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $410.0K | 0.00% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 5,000 | $431.9K | 0.20% | +5,000 | New |
| Pitcairn Co | 5,172 | $446.8K | 0.03% | −40−0.8% | Reduced |
| NewEdge Wealth, LLC | 5,194 | $448.7K | 0.01% | +5,194 | New |
| Sterling Capital Management LLC | 5,219 | $450.8K | 0.01% | +354+7.3% | Added |
| Quantbot Technologies LP | 5,288 | $456.8K | 0.02% | −2,814−34.7% | Reduced |
| Point72 Asset Management, L.P. | 5,300 | $457.8K | 0.00% | −1,100−17.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,685 | $491.1K | 0.00% | 00.0% | Unchanged |