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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 5,810 | $501.9K | 0.00% | −169−2.8% | Reduced |
| SG Americas Securities, LLC | 5,845 | $505.0K | 0.00% | +2,183+59.6% | Added |
| Amundi | 5,993 | $511.4K | 0.00% | +3,936+191.3% | Added |
| Gsa Capital Partners LLP | 5,924 | $512.0K | 0.04% | −25,802−81.3% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $518.3K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,608 | $570.8K | 0.00% | −517−7.3% | Reduced |
| Susquehanna International Group, LLP | 6,610 | $571.0K | 0.00% | −3,157−32.3% | Reduced |
| Intech Investment Management LLC | 6,612 | $571.1K | 0.01% | +2,669+67.7% | Added |
| Illinois Municipal Retirement Fund | 6,690 | $577.9K | 0.01% | −194−2.8% | Reduced |
| Tudor Investment Corp Et Al | 6,724 | $580.8K | 0.01% | −4,732−41.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,764 | $584.3K | 0.00% | +12+0.2% | Added |
| State Board of Administration of Florida Retirement System | 6,871 | $593.5K | 0.00% | −298−4.2% | Reduced |
| State of Alaska, Department of Revenue | 7,035 | $607.0K | 0.01% | −42−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,064 | $610.2K | 0.00% | +257+3.8% | Added |
| Trexquant Investment LP | 7,069 | $610.6K | 0.01% | +7,069 | New |
| Comerica Bank | 7,171 | $619.4K | 0.00% | −377−5.0% | Reduced |
| MetLife Investment Management | 7,295 | $630.1K | 0.00% | −16−0.2% | Reduced |
| FMR LLC | 7,356 | $635.4K | 0.00% | +682+10.2% | Added |
| Credit Agricole S A | 7,640 | $659.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,689 | $664.0K | 0.00% | −7,347−48.9% | Reduced |
| Denali Advisors LLC | 7,800 | $674.0K | 0.07% | +7,800 | New |
| Wells Fargo & Company | 7,848 | $677.9K | 0.00% | +1,588+25.4% | Added |
| XTX Topco Ltd | 8,063 | $696.5K | 0.06% | +2,447+43.6% | Added |
| Los Angeles Capital Management LLC | 8,183 | $706.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,349 | $721.2K | 0.00% | +4,948+145.5% | Added |
| BNP Paribas Arbitrage, SA | 8,773 | $757.8K | 0.00% | −4,384−33.3% | Reduced |
| Intrust Bank NA | 8,835 | $763.2K | 0.08% | +1,404+18.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,976 | $778.2K | 0.00% | +1,463+19.5% | Added |
| Wedge Capital Management L L P | 9,015 | $778.7K | 0.01% | −277−3.0% | Reduced |
| Jump Financial, LLC | 9,148 | $790.2K | 0.02% | +185+2.1% | Added |
| Thrivent Financial for Lutherans | 9,586 | $828.0K | 0.00% | −153−1.6% | Reduced |
| Fisher Asset Management, LLC | 9,756 | $842.7K | 0.00% | +9,756 | New |
| Ensign Peak Advisors, Inc | 10,043 | $867.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 10,237 | $884.3K | 0.00% | +4,875+90.9% | Added |
| SummerHaven Investment Management, LLC | 10,255 | $885.8K | 0.55% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,307 | $890.3K | 0.11% | +85+0.8% | Added |
| HighTower Advisors, LLC | 10,418 | $899.9K | 0.00% | −272−2.5% | Reduced |
| KLP Kapitalforvaltning AS | 10,600 | $915.6K | 0.00% | +10,600 | New |
| New York State Teachers Retirement System | 11,531 | $996.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,040 | $1.04M | 0.00% | −129−1.1% | Reduced |
| Macquarie Group Ltd | 12,100 | $1.04M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,612 | $1.09M | 0.00% | −99−0.8% | Reduced |
| Rafferty Asset Management, LLC | 13,477 | $1.16M | 0.00% | −2,270−14.4% | Reduced |
| Winton Group Ltd | 13,587 | $1.17M | 0.08% | +10.0% | Added |
| Alliancebernstein L.P. | 13,800 | $1.19M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,826 | $1.19M | 0.00% | +1,219+9.7% | Added |
| Russell Investments Group, Ltd. | 13,871 | $1.20M | 0.00% | −2,870−17.1% | Reduced |
| Prudential Financial Inc | 14,387 | $1.24M | 0.00% | +1,650+13.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,421 | $1.25M | 0.00% | +14,421 | New |
| Balyasny Asset Management LLC | 14,434 | $1.25M | 0.00% | +1,901+15.2% | Added |
| Meritage Portfolio Management | 14,729 | $1.27M | 0.08% | +10,171+223.1% | Added |
| Cubist Systematic Strategies, LLC | 14,877 | $1.29M | 0.02% | +11,512+342.1% | Added |
| Engineers Gate Manager LP | 15,536 | $1.34M | 0.02% | +1,380+9.7% | Added |
| Arrowstreet Capital, Limited Partnership | 15,542 | $1.34M | 0.00% | −21,890−58.5% | Reduced |
| Exchange Traded Concepts, LLC | 16,272 | $1.41M | 0.03% | +334+2.1% | Added |
| Jefferies Financial Group Inc. | 16,285 | $1.41M | 0.02% | +16,285 | New |
| Pathstone Holdings, LLC | 16,357 | $1.41M | 0.01% | +1,084+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,794 | $1.45M | 0.01% | −672−3.8% | Reduced |
| Great West Life Assurance Co | 17,996 | $1.55M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 21,208 | $1.83M | 0.00% | −7,460−26.0% | Reduced |
| Squarepoint Ops LLC | 21,261 | $1.84M | 0.00% | +5,098+31.5% | Added |
| UBS Asset Management Americas Inc | 21,773 | $1.88M | 0.00% | −388−1.8% | Reduced |
| Voloridge Investment Management, LLC | 24,061 | $2.08M | 0.01% | −1,625−6.3% | Reduced |
| Royce & Associates LP | 24,823 | $2.14M | 0.02% | +1,117+4.7% | Added |
| Swiss National Bank | 25,189 | $2.18M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 26,222 | $2.27M | 0.00% | +3,516+15.5% | Added |
| Barclays PLC | 27,008 | $2.33M | 0.00% | −422−1.5% | Reduced |
| Citigroup Inc | 28,019 | $2.42M | 0.00% | −30−0.1% | Reduced |
| Franklin Resources Inc | 28,586 | $2.47M | 0.00% | −298−1.0% | Reduced |
| Federated Hermes, Inc. | 30,946 | $2.67M | 0.01% | +427+1.4% | Added |
| Public Sector Pension Investment Board | 30,998 | $2.68M | 0.01% | +4,719+18.0% | Added |
| Price T Rowe Associates Inc | 33,257 | $2.87M | 0.00% | +3,852+13.1% | Added |
| Legal & General Group Plc | 35,064 | $3.03M | 0.00% | −841−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 36,089 | $3.12M | 0.02% | −1,807−4.8% | Reduced |
| Deutsche Bank AG | 36,366 | $3.14M | 0.00% | +29,176+405.8% | Added |
| Two Sigma Investments, LP | 36,670 | $3.17M | 0.01% | −11,612−24.1% | Reduced |
| Jane Street Group, LLC | 36,699 | $3.17M | 0.01% | +16,820+84.6% | Added |
| Empowered Funds, LLC | 38,365 | $3.31M | 0.05% | −8,002−17.3% | Reduced |
| Citadel Advisors LLC | 41,907 | $3.62M | 0.00% | −10,547−20.1% | Reduced |
| Rhumbline Advisers | 41,920 | $3.62M | 0.00% | −265−0.6% | Reduced |
| Kestrel Investment Management Corp | 43,450 | $3.75M | 2.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 46,500 | $4.02M | 0.01% | −1,600−3.3% | Reduced |
| Segall Bryant & Hamill, LLC | 53,007 | $4.58M | 0.06% | −7,859−12.9% | Reduced |
| De Lisle Partners LLP | 53,179 | $4.59M | 0.67% | +12,145+29.6% | Added |
| Ameriprise Financial Inc | 56,270 | $4.86M | 0.00% | −3,048−5.1% | Reduced |
| Bridgeway Capital Management, LLC | 59,198 | $5.11M | 0.11% | −8,002−11.9% | Reduced |
| Qube Research & Technologies Ltd | 64,110 | $5.54M | 0.01% | +3,912+6.5% | Added |
| Principal Financial Group Inc | 70,530 | $6.09M | 0.00% | +2,884+4.3% | Added |
| Renaissance Technologies LLC | 71,955 | $6.22M | 0.01% | +2,400+3.5% | Added |
| First Trust Advisors LP | 80,737 | $6.97M | 0.01% | −2,319−2.8% | Reduced |
| Weiss Asset Management LP | 82,379 | $7.12M | 0.16% | +82,379 | New |
| Maltese Capital Management LLC | 84,078 | $7.26M | 1.11% | +9,478+12.7% | Added |
| Dana Investment Advisors, Inc. | 85,121 | $7.35M | 0.24% | −4,237−4.7% | Reduced |
| ProShare Advisors LLC | 85,781 | $7.41M | 0.02% | −5,498−6.0% | Reduced |
| AQR Capital Management LLC | 88,775 | $7.67M | 0.01% | −9,087−9.3% | Reduced |
| Kennedy Capital Management, Inc. | 90,218 | $7.79M | 0.17% | +66,107+274.2% | Added |
| Stieven Capital Advisors, L.P. | 110,721 | $9.56M | 1.70% | −6,900−5.9% | Reduced |
| Royal Bank of Canada | 111,045 | $9.59M | 0.00% | −6,133−5.2% | Reduced |
| Invesco Ltd. | 123,433 | $10.7M | 0.00% | −15,430−11.1% | Reduced |
| LSV Asset Management | 133,061 | $11.5M | 0.03% | −34,172−20.4% | Reduced |