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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 134,885 | $11.7M | 1.56% | −1,111−0.8% | Reduced |
| Bank of New York Mellon Corp | 142,833 | $12.3M | 0.00% | −6,079−4.1% | Reduced |
| Millennium Management LLC | 147,702 | $12.8M | 0.01% | +32,990+28.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 159,440 | $13.8M | 0.05% | +38,740+32.1% | Added |
| Northern Trust Corp | 175,174 | $15.1M | 0.00% | −97−0.1% | Reduced |
| JPMorgan Chase & Co | 189,196 | $16.3M | 0.00% | +3,089+1.7% | Added |
| American Century Companies Inc | 199,628 | $17.2M | 0.01% | +61,655+44.7% | Added |
| UBS Group AG | 203,168 | $17.5M | 0.00% | +186,583+1,125.0% | Added |
| Morgan Stanley | 214,332 | $18.5M | 0.00% | −9,494−4.2% | Reduced |
| Goldman Sachs Group Inc | 246,590 | $21.3M | 0.00% | −44,419−15.3% | Reduced |
| HSBC Holdings PLC | 261,130 | $22.8M | 0.01% | +27,760+11.9% | Added |
| Geode Capital Management, LLC | 360,025 | $31.1M | 0.00% | +7,428+2.1% | Added |
| Charles Schwab Investment Management Inc | 434,590 | $37.5M | 0.01% | +18,868+4.5% | Added |
| Nuveen Asset Management, LLC | 468,759 | $40.5M | 0.01% | +1,443+0.3% | Added |
| Boston Partners | 530,029 | $45.8M | 0.06% | +12,907+2.5% | Added |
| State Street Corp | 641,432 | $55.4M | 0.00% | +48,866+8.2% | Added |
| Dimensional Fund Advisors LP | 664,395 | $57.4M | 0.01% | −9,848−1.5% | Reduced |
| Vanguard Group Inc | 882,276 | $76.2M | 0.00% | −5,950−0.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,129,287 | $97.5M | 0.06% | +5,114+0.5% | Added |
| BlackRock, Inc. | 1,290,029 | $111.4M | 0.00% | −34,935−2.6% | Reduced |
| Versor Investments LP | 0 | $0 | 0.00% | −16,154−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,065−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,210−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −4,007−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |