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 |
|---|---|---|---|---|---|
| HRT Financial LP | 7,689 | $664.0K | 0.00% | −7,347−48.9% | Reduced |
| Credit Agricole S A | 7,640 | $659.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,356 | $635.4K | 0.00% | +682+10.2% | Added |
| MetLife Investment Management | 7,295 | $630.1K | 0.00% | −16−0.2% | Reduced |
| Comerica Bank | 7,171 | $619.4K | 0.00% | −377−5.0% | Reduced |
| Trexquant Investment LP | 7,069 | $610.6K | 0.01% | +7,069 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,064 | $610.2K | 0.00% | +257+3.8% | Added |
| State of Alaska, Department of Revenue | 7,035 | $607.0K | 0.01% | −42−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 6,871 | $593.5K | 0.00% | −298−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,764 | $584.3K | 0.00% | +12+0.2% | Added |
| Tudor Investment Corp Et Al | 6,724 | $580.8K | 0.01% | −4,732−41.3% | Reduced |
| Illinois Municipal Retirement Fund | 6,690 | $577.9K | 0.01% | −194−2.8% | Reduced |
| Intech Investment Management LLC | 6,612 | $571.1K | 0.01% | +2,669+67.7% | Added |
| Susquehanna International Group, LLP | 6,610 | $571.0K | 0.00% | −3,157−32.3% | Reduced |
| Corebridge Financial, Inc. | 6,608 | $570.8K | 0.00% | −517−7.3% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $518.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,924 | $512.0K | 0.04% | −25,802−81.3% | Reduced |
| Amundi | 5,993 | $511.4K | 0.00% | +3,936+191.3% | Added |
| SG Americas Securities, LLC | 5,845 | $505.0K | 0.00% | +2,183+59.6% | Added |
| Manufacturers Life Insurance Company, The | 5,810 | $501.9K | 0.00% | −169−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,685 | $491.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,300 | $457.8K | 0.00% | −1,100−17.2% | Reduced |
| Quantbot Technologies LP | 5,288 | $456.8K | 0.02% | −2,814−34.7% | Reduced |
| Sterling Capital Management LLC | 5,219 | $450.8K | 0.01% | +354+7.3% | Added |
| NewEdge Wealth, LLC | 5,194 | $448.7K | 0.01% | +5,194 | New |
| Pitcairn Co | 5,172 | $446.8K | 0.03% | −40−0.8% | Reduced |
| Militia Capital Partners, LP | 5,000 | $431.9K | 0.20% | +5,000 | New |
| Teachers Retirement System of the State of Kentucky | 4,746 | $410.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,703 | $406.2K | 0.00% | −100−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,500 | $389.0K | 0.00% | +4,500 | New |
| Alps Advisors Inc | 4,430 | $382.7K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,238 | $366.1K | 0.29% | −3,400−44.5% | Reduced |
| Maryland State Retirement & Pension System | 4,188 | $361.8K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 4,420 | $359.9K | 0.01% | −781−15.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,165 | $359.8K | 0.05% | +4,165 | New |
| Voya Investment Management LLC | 4,019 | $347.2K | 0.00% | −277−6.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $345.5K | 0.03% | 00.0% | Unchanged |
| Scientech Research LLC | 3,863 | $333.7K | 0.09% | +3,863 | New |
| Sequoia Financial Advisors, LLC | 3,826 | $330.5K | 0.00% | −106−2.7% | Reduced |
| Arizona State Retirement System | 3,726 | $321.9K | 0.00% | +10+0.3% | Added |
| Amalgamated Bank | 3,646 | $315.0K | 0.00% | −33−0.9% | Reduced |
| Allianz Asset Management GmbH | 3,600 | $311.0K | 0.00% | +3,600 | New |
| Aquatic Capital Management LLC | 3,591 | $310.2K | 0.01% | −9−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,500 | $302.3K | 0.00% | +100+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,498 | $302.2K | 0.01% | +394+12.7% | Added |
| Two Sigma Securities, LLC | 3,495 | $301.9K | 0.05% | +522+17.6% | Added |
| Benjamin Edwards Inc | 3,447 | $298.0K | 0.00% | +60+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,399 | $293.6K | 0.02% | +51+1.5% | Added |
| Dark Forest Capital Management LP | 3,384 | $292.3K | 0.04% | +487+16.8% | Added |
| Advisors Asset Management, Inc. | 3,381 | $292.1K | 0.01% | +1,475+77.4% | Added |
| SkyOak Wealth, LLC | 3,249 | $280.6K | 0.06% | +3,249 | New |
| Savant Capital, LLC | 3,221 | $278.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,962 | $255.9K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,793 | $241.3K | 0.02% | +2,793 | New |
| Mariner, LLC | 2,722 | $235.1K | 0.00% | −193−6.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $234.4K | 0.00% | +732+36.9% | Added |
| Quest Partners LLC | 2,662 | $229.9K | 0.03% | −5,475−67.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,648 | $228.7K | 0.00% | −3−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 2,574 | $222.3K | 0.00% | −3,596−58.3% | Reduced |
| Teacher Retirement System of Texas | 2,538 | $219.0K | 0.00% | −1,535−37.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,517 | $217.4K | 0.00% | +2,517 | New |
| CWM, LLC | 2,510 | $217.0K | 0.00% | +7+0.3% | Added |
| Princeton Capital Management LLC | 2,500 | $215.9K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,418 | $208.9K | 0.00% | +2,418 | New |
| Victory Capital Management Inc | 2,372 | $204.9K | 0.00% | −18,152−88.4% | Reduced |
| Brevan Howard Capital Management LP | 2,354 | $203.3K | 0.01% | −2,170−48.0% | Reduced |
| Centiva Capital, LP | 2,353 | $203.3K | 0.01% | +2,353 | New |
| Virtu Financial LLC | 2,351 | $203.0K | 0.01% | +2,351 | New |
| Point72 (DIFC) Ltd | 1,976 | $170.7K | 0.02% | −48−2.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,350 | $116.6K | 0.00% | +1,350 | New |
| Ameritas Investment Partners, Inc. | 1,331 | $115.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,227 | $105.9K | 0.00% | −23−1.8% | Reduced |
| Parkside Financial Bank & Trust | 1,176 | $101.6K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,157 | $99.9K | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 999 | $86.3K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 914 | $79.0K | 0.00% | +289+46.2% | Added |
| Massmutual Trust Co FSB | 796 | $68.8K | 0.00% | +16+2.1% | Added |
| R Squared Ltd | 750 | $64.8K | 0.06% | +750 | New |
| Advisor Group Holdings, Inc. | 699 | $60.4K | 0.00% | +44+6.7% | Added |
| Copeland Capital Management, LLC | 688 | $59.4K | 0.00% | +9+1.3% | Added |
| Smartleaf Asset Management LLC | 562 | $48.9K | 0.00% | +385+217.5% | Added |
| Picton Mahoney Asset Management | 550 | $47.0K | 0.00% | +289+110.7% | Added |
| US Bancorp | 537 | $46.4K | 0.00% | −1−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 439 | $36.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 385 | $33.3K | 0.00% | +70+22.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 359 | $31.0K | 0.01% | −586−62.0% | Reduced |
| Tower Research Capital LLC (TRC) | 295 | $25.5K | 0.00% | −729−71.2% | Reduced |
| Quadrant Capital Group LLC | 237 | $20.5K | 0.00% | +21+9.7% | Added |
| Huntington National Bank | 190 | $16.4K | 0.00% | +36+23.4% | Added |
| Public Employees Retirement System of Ohio | 178 | $15.4K | 0.00% | −2,427−93.2% | Reduced |
| SRS Capital Advisors, Inc. | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 153 | $13.2K | 0.00% | −17−10.0% | Reduced |
| Fifth Third Bancorp | 122 | $10.5K | 0.00% | −33−21.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 114 | $9.85K | 0.00% | +94+470.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.45K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $8.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $7.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 29 | $3.00K | 0.00% | +14+93.3% | Added |
| EverSource Wealth Advisors, LLC | 32 | $2.76K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 31 | $2.68K | 0.00% | +10+47.6% | Added |